Forceful Bank of Canada surprises with 100 bp hike

July 14, 2022 |Mark Porretta
After the United States decided to raise the Federal Funds Rate by 0.75 bps last month, everyone waited patiently to see what the Bank of Canada would do. After months of persistently strong inflation data, in a surprise effort to combat it, the Bank...
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Warren Buffet's Words of Wisdom

March 01, 2022 |Mark Porretta
In times of uncertainty, it's easy to latch to headline news. It's only until we have moved past those events that our thesis is either validated or disproved. The more times you have gone through similar events, the more you become comfortable with uncertainty...
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Talking about money can improve your relationship — and your cash flow

February 17, 2022 |Mark Porretta
Finances are one of the top topics couples seem to fight about in a repeating fashion. It’s one of those arguments that comes up over and over again. Being able to come to the table and speak with your partner about this potentially scary topic will not...
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Worried about your health as you age? Create a care plan

January 31, 2022 |Mark Porretta
Unfortunately, whether we like it our not, every day we are getting older. Everyone is in a different position. Whether you are aiding for someone who is in or entering the final chapters of their lives or you are personally about to enter them, creating...
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Residential real estate: a reckoning or just a softening?

May 29, 2020 |Mark Porretta
About a month ago, I wrote a blog around the effects that Covid-19 could have on the Canadian Residential Housing Market. A dramatic decline in real estate activity has been no surprise due to extenuating factors like: unemployment, loss of revenue and...
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Low and Negative Global Rates!

November 22, 2019 |Mark Porretta
I recently came across a great discussion piece about structural change in the global interest rate market. The change is lower and negative interest rates globally. I think this is something that everyone needs to think about in greater detail. I believe...
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Is your insurance covering enough?

September 06, 2019 |Mark Porretta
While home and auto insurance are staples for most people, many tend to forget about liability insurance, and, specifically, a personal liability umbrella policy. Due to the accessibility of information now, there is more risk than ever before for high...
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A Guide to Recession

May 31, 2019 |Mark Porretta
Last week we had a meeting with one of our investment partners and were handed an internal marketing item that we found rather interesting. It discussed a topic that’s on everyone's mind – when will the next recession start. What we liked about this marketing...
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2019 Federal Budget

March 22, 2019 |Mark Porretta
The Liberal government tabled its pre-election budget on March 19, 2019. The budget announced spending initiatives with a special focus on housing, skills for a changing job market, targeted measures for seniors, new support for zero-emission vehicles...
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Buffet does it again!

January 30, 2019 |Mark Porretta
As retail investors we tend to forget the golden rules of successful investing. One of these great rules is "Be greedy when others are fearful and be fearful when others are greedy." The strategic translation for Portfolio Managers and investors is to...
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