MKPW Client Communications: January 2024
February 26, 2024 - Dawn AndersonLooking back on our thoughts from last year, we anticipated 2023 to be characterized as a year of taking two steps forward and one step back. In the final quarter of last year, we witnessed both a notable step forward in the equity markets, as well as a step backwards in fixed income yields.
10 Minute ReadMKPW Client Communications: November 2023
November 16, 2023 - Dawn AndersonReflecting on our summer portfolio commentary, we mentioned that we anticipated increased market fluctuations, and that’s exactly what we have experienced.
10 Minute ReadMKPW Client Communications: First Home Savings Account (FHSA)
October 6, 2023 - Dawn AndersonAs you may be spending time with family or extended family this weekend, we thought it an opportune time to reach out to advise you of a new investment vehicle for those who have not yet purchased their first home.
8 Minute ReadMKPW Client Communications: August 2023
August 22, 2023 - Dawn AndersonAfter a challenging 2022, equity markets have been both positive and resilient following the most inflationary economic period in decades.
10 Minute ReadMKPW Client Communications: March 2023
March 31, 2023 - Dawn AndersonThe past few weeks have been a whirlwind in global markets, and we wanted to provide some clarity on recent events.
10 Minutes ReadMKPW Client Communications: July 2022
September 1, 2022 - Dawn AndersonWhile summer thoughts are usually filled with long days, barbecues and beaches, we are focused on interest rates, inflation and economic growth. In our last correspondence in June, we’d mentioned that the economy had the potential to move into a shallow recession. Since our last note, economists at RBC have announced that they are now forecasting the country will move into a moderate, but short lived recession in 2023. We wanted to connect with you to put context around what this means.
5 Minutes ReadMKPW Client Communications: June 2022
August 31, 2022 - Dawn AndersonUndoubtedly, you have seen headline news regarding inflation, market volatility, and rising interest rates. I write to provide our commentary on these headlines, as well as our thoughts on the period ahead.
5 Minutes ReadFederal Budget 2022: Key measures that may have a direct impact on you
April 29, 2022 - François MenardWhile this budget shifts away from pandemic measures, other current events and realities are at the forefront. These include inflation, housing affordability, the transition to a green economy.
7 minutes readWhat could shape portfolio performance over the next year?
April 29, 2022 - François MenardAs market volatility persists, weakness in equities may have a surprising benefit. We look at several factors that may impact the macro outlook.
9 minutes readEconomic stakes of the Russia-Ukraine conflict
April 29, 2022 - François MenardAs the economic front expands with sanctions, we look at investment ramifications, including a potential “growth scare” and its impact for equity markets.
6 minutes readMKPW Client Communications: February 22, 2022
April 29, 2022 - François MenardAfter almost no volatility in 2021, volatility is upon us with interest rate hikes to combat inflationary pressures and Russian’s invasion of the Ukraine. We expect market volatility to continue into the months ahead.
2 minutes readCapital gains planning for those with vacation properties
April 29, 2022 - François MenardFind out if you can designative your vacation property or cottage as a principle residence for tax planning. MKPW’s in-house Financial Planner can discuss these planning opportunities with you and your family.
10 minutes readMKPW Client Communications: November 29, 2021
April 29, 2022 - François MenardAfter your strong returns in equities this year, we feel it appropriate to rebalance portfolios back to target weights.
2 minutes readMKPW Client Communications: September 9th, 2021
April 29, 2022 - François MenardWhile 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.
2 minutes read