May 2025 Update

 May 02, 2025 |Karen Robertson
The Markets The TSX is down 0.2% for April and up 0.6% year to date. The S&P500 is down 0.9% for April and down 5.5% year to date. The NASDAQ is down 0.8% for April and down 9.6% year to date. I am attaching our Global Insight Weekly dated May 1, 2025...
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October 2024 Update

 September 30, 2024 |Karen Robertson

The TSX is up 2.6% for September and up 14.3% year to date. The S&P 500 is up 1.6% in September and up 20.3% year to date. The NASDAQ is down 2.3% in September and up 20.7% year to date. These numbers are as of close Sept 27, 2024.

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Wealth transfer: Five tips to help avoid family conflict

Wealth transfer: Five tips to help avoid family conflict

 July 31, 2024 |RBC Wealth Management

You can preserve family harmony and your wishes for your estate with careful planning and open conversations.

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June 2024 Update

 May 31, 2024 |Karen Robertson

The TSX is down less than 1.6% for May and up 5.62% year to date. The S&P500 is down 4.0% in May and up 9.83% year to date. The NASDAQ is up 6.9% in May and up 11.34% year to date.

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