Wallouch Wealth Management

Recent Posts

Don’t fight (or fear) the Fed

The U.S. central bank is an incredibly powerful institution that can exert influence on essentially any U.S. dollar-denominated asset. However, we believe the Fed is also widely misunderstood.

Rally realities

It’s been a nearly unprecedented winning streak for U.S. stocks. But in this heady atmosphere there are vulnerabilities to keep top of mind. We dig into these, and how to position portfolios to balance the risks and opportunities.

How lowering the number of non-permanent residents will impact Canada’s economy

Federal government efforts to limit non-permanent resident arrivals will likely slow the pace of gross domestic product growth in 2025...

2024 earnings: The likely convergence of the “haves and have nots”

As all eyes focus on Q1 earnings results, we think the full-year earnings growth trajectory is more important. Growth rates for the Magnificent 7 and non-Mag 7 stocks are expected to converge, but some earnings risks remain.