Welcome to our blog, where we provide valuable insights and expertise to help you make informed financial decisions.

Our team of experienced experts bring you the latest news and trends in the world of finance, along with practical advice on topics such as investment strategies, retirement planning, and tax optimization. Our goal is to empower you to achieve your financial objectives and secure your future.

Recent Posts

The “Great Narrowing”: S&P 500 concentration

Jan 23, 2026 | Tyler Frawley, CFA

Over the past decade, the S&P 500, which has historically been viewed as a balanced cross-section of the U.S. economy, has slowly transformed into a tech- and AI-dominated index. We believe this “Great Narrowing” should be top of mind for investors.

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Beyond the forecast: Six themes for Canada’s economy in 2026

Jan 21, 2026 | RBC Economics

A narrative spun that a recession was nearly unavoidable for a country that had become so dependent on a trade partner who now looked...

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Setting the stage for a sustainable Chinese equity rally

Jan 16, 2026 | Jasmine Duan

Last year saw positive market results despite many naysayers. Can this rally extend into 2026? In this article, we examine China’s policy stance, economic fundamentals, and equity market implications to find answers.

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