Insights

Change is happening faster than we can keep up – the show must go on Balanced Model +1.33% in December, +17.89% ytd

The rally in 2025 and throughout the longer bull market cycle has been uneven with the largest of large-cap stocks dominating. Key charts illustrate this phenomenon, and we discuss how to factor this into portfolio strategies.

Popping the chatter around an AI bubble Top & Tail Portfolio Update November 1st

September was a buy everything month - Stocks, Bonds, Gold all up

The Glass Half Full Case for Housing Cheaper Money + Lower Prices ≠ Crash Balanced Model +1.8% in August, +10.13% ytd

There was further evidence of a recovery is taking hold in many housing markets across Canada in August, but local price trends still varied considerably with declines continuing in affordability-challenged areas where inventory has piled up. Early reports...

The Federal Reserve held rates steady once again, but with the added wrinkle of a hawkish outlook—likely pushing back the timing of any rate cut even further.

Canada’s housing market showed further signs of recovery in June with home resales picking up for a third straight month on a monthly basis. But, prices remained lower overall with nationwide declines largely driven by softening in Ontario and British...

We discuss key factors that have pushed the S&P 500’s valuation back up to lofty levels and how investors should weigh this in the portfolio decision-making process.