Community Involvement

After your strong returns in equities this year, we feel it appropriate to rebalance portfolios back to target weights.

While the Federal Reserve essentially commits to keep rates low, are aren’t so sure they can forever. How good have the markets been? The U.S.'s S&P500 has not seen a 5% drawdown since October of last year, its longest streak since 2018.

While central banks speak to inflation being temporary in nature, “transitory”, we thought to highlight how we are reviewing each company in your portfolio to reduce the potentially negative impacts that inflation may have on corporate earnings.

The overall economy languished last year, while certain sectors thrived. This disconnection between economic performance and the markets is not unusual and we continue to highlight that with economic growth having “kicked in”, the markets are likely

“To say that 2020 was an unusual year would be an understatement. This year, activity in your portfolio was more so than any year in recent – we thought to highlight trends that emerged this year, as well as provide thoughts on the period ahead.

The gradual reopening of the global economy has resulted in a return to positive economic growth, despite seeing a surge in COVID-19 cases. As the markets look beyond the health crisis, we look for opportunities to position your portfolio for a conti

How the crisis became prime time for Amazon.

A swift policy response = a positive equity market rally