Insights

We strive to bring relevant, informative, and thoughtful communication for our clients and prospective clients. Please contact any member of our Team for further INSIGHTS.
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Commentary on a MKWM portfolio company

How the crisis became prime time for Amazon.

10 minute read
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MKWM is overweight healthcare. Why?

The resilient Health Care sector in an election year.

8 minute read
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MKWM CLIENT COMMUNICATION: JUNE 17, 2020

A swift policy response = a positive equity market rally

2 minute read
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COVID-19: Updates on market impacts

Timely information on the COVID-19 outbreak and its implications for investors.

75 minute read
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MKWM CLIENT COMMUNICATION: APRIL 13, 2020

Federal Government COVID relief package update for personal and business clients.

2 minute read
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MKWM CLIENT COMMUNICATION: APRIL 1, 2020

Market volatility - not since the Financial Crisis - is upon us. This too shall pass, but not without pain that is yet to hit “main” street.

2 minute read
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Managing Personal Cash Flow During Times of Disruption

Disruption of cash flow can create uncertainty, anxiety, and force sub-optimal decisions to be considered and made. This article seeks to answer the questions ‘how do I prepare?’ for forward events, and ‘what should I do’ when those unforeseen events strike.

5 minute read
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Global equities: Uncertainty everywhere

On February 21st, 2020, the MKWM Investment Committee transitioned clients to underweight equities. RBC’s official recommendation followed on April 1st, 2020.

7 minute read
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When 2 trillion may not be enough

Will more stimulus packages be required to address the economic shock of the past 30-days?

2 minute read
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Buy? Sell? Hold? How Your Plan Can Cut Through The Noise

The Greek philosopher Sophocles stated, “no enemy is worse than bad advice”, this article seeks to provide a framework to ‘cut through the noise’ that bombards us daily, to determine your best path forward.

5 minute read
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The Black Swan has landed?

Now, with cash on hand, we need to make a call on when to deploy...

2 minute read
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MKWM CLIENT COMMUNICATION: March 12, 2020

Despite entering bear market territory, we are not yet “picking a bottom”.

1 minute read
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MKWM CLIENT COMMUNICATION: February 21, 2020

Taking advantage of recent market strength and rebalancing portfolios, reducing our equity allocation.

1 minute read
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Shedding light on responsible investment strategies

Find out how responsible investment has been gaining ground and what it means to integrate environmental, social and governance (ESG) factors into the investment process.

5 minute read
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Sale of a Business – Checklist to maximize after tax proceeds

“It’s not how much money you make, but how much money you keep…”. When selling your business, there a lot more to consider in terms of cash than the purchase price.

3 minute read
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Investment outlook for your 2020 portfolio

Our constructive view on financial markets runs parallel to a continued need for vigilance.

8 minute read
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Up 25% since the lows

How investors can use the recent rally as an opportunity to take a more defensive posture by upgrading the quality of U.S. equity portfolios.

5 minute read