A History of our Client Communications

The "Our Blog" section of this site is a historical catalogue of our personally written weekly client emails.  Clients might find this database to be a useful reference, while visitors and potential clients might like to review the consistency and depth of our general messaging.  Weekly updates from December 2018 forward to present day are currently available.  Older vintages will be added as we're able.

 

 

Dividend Stocks - Why Have they Underperformed and What to Do?

 September 29, 2023 |Nick Scholte

I've received several inquiries on this topic, so let's discuss.

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Canada May Already be in a Mild Recession

 September 15, 2023 |Nick Scholte

If so, peak interest rates may already be here, and cuts may come sooner than in the U.S. As such, a greater allocation to fixed-income is warranted. This adjustment, and others, will be implemented to client client portfolios early next week.

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The Pause that Refreshes?

 September 08, 2023 |Nick Scholte

Markets have largely moved sideways the past couple of months. Is this the beginning of a trend reversal for 2023? or is it the pause that refreshes? My read leans toward the latter.

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