Investing During a Crisis

May 12, 2020 |Kyle Sarai
Over the past three months, we have experienced a multitude of different emotions. We are currently fighting a health crisis which has caused a financial problem, and as of the end of April, the markets are down 10-13% year to date in North America. In...
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Navigating Sectors

Apr 06, 2020 |Kyle Sarai
I hope this email finds you, your loved ones and your colleagues safe and healthy while coping with the tremendous upheaval in our nation and throughout the rest of the world. What a difference two months can make. On February 19th, global equity markets...
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Managing Expectations

Apr 06, 2020 |Kyle Sarai
Last month, I outlined our portfolio position in the equity and fixed income markets, followed by our position going forward, should a correction or recession occur. Again, one never knows exactly when the markets will turn positive or negative, but preparing...
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Topping up during tax time

Feb 19, 2020 |Kyle Sarai
This month is usually a very busy time of year, as tax time is fast approaching. At this time, clients are often speaking with their accountants to find out if making an RSP contribution would lower their taxable income and benefit them financially. Although...
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Rewind 2019

Dec 05, 2019 |Kyle Sarai
Where did the year go?! The final month of 2019 is shaping up to be the busiest of the year for us, as we will be hosting our annual client dinner on Thursday, December 5th. Each year, we gather clients together for a social networking event where, over...
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Where are we in Canada so far?

Oct 16, 2019 |Kyle Sarai
As mentioned last month, we are increasingly seeing the appearance of global recessionary indicators, such as the monthly report for U.S manufacturing data released on October 1st. This indicator provides data on the strength of U.S manufacturing exports;...
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Looking Ahead

Sep 12, 2019 |Kyle Sarai
Over the past few months, we have heard many economic and investment firms calling for a recession within the next 12-18 months. Back in April, I wrote a newsletter regarding the yield curve inverting (
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Planning Success

Jul 08, 2019 |Kyle Sarai
Global equity markets have rebounded from the challenging fourth quarter of last year. Most markets around the world are up between 14-19% YTD. The concerns over interest rate hikes and tight money have long disappeared, and anticipated long-term low...
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The Four Actions of Successful Investors

May 06, 2019 |Kyle Sarai
The founder of Vanguard the late Jack Bogle wrote an article outlining four ways to be a successful investor. Vanguard is the fourth largest asset manager globally and can contribute their success based on the investment thesis Jack envisioned. 1. Focus...
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Is a Recession Looming?

Apr 10, 2019 |Kyle Sarai
Now that one of the most reliable recession indicators in the market has been triggered, investors across the globe are starting to worry that this could mean the U.S. economy is slowing down. On March 22, the yield on the U.S 10 year Treasury note dipped...
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