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.

 

 

Always, and Never, Apologizing

 July 26, 2024 |Nick Scholte

Over the short to medium term, well diversified portfolios will always have winners and laggards. Apologizing for the laggards if often necessary in the shorter term. But over the longer-term, no apology is necessary.

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Market Rotation

 July 19, 2024 |Nick Scholte

As the Magnificent Seven take a breather, other stocks in our diversified portfolios rise to the fore.

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The Economy is Slowing, Inflation is Cooling and the Markets Rip Higher

 July 12, 2024 |Nick Scholte

Including solid gains in long down-trodden Canadian dividend stocks.

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