Featured image for article S&P 500 rally: When a rising tide lifts some boats more than others

S&P 500 rally: When a rising tide lifts some boats more than others

December 05, 2025 |Kelly Bogdanova

The rally in 2025 and throughout the longer bull market cycle has been uneven with the largest of large-cap stocks dominating. Key charts illustrate this phenomenon, and we discuss how to factor this into portfolio strategies.

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Canada’s housing markets are slowly but unevenly getting busier

Canada’s housing markets are slowly but unevenly getting busier

September 11, 2025 |Robert Hogue
There was further evidence of a recovery is taking hold in many housing markets across Canada in August, but local price trends still varied considerably with declines continuing in affordability-challenged areas where inventory has piled up. Early reports...
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Plan Early, Retire Well - Retirement Planning for the Next Generation Webinar Replay

September 05, 2025 |Michael Stinson
Thank you to everyone who joined our recent webinar on retirement planning for young individuals. In this session, Michael Stinson, Senior Investment and Wealth Advisor, and Cece Zhang, Associate Advisor, discussed why starting early can make such a significant...
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August 8th 2025 - Bi-weekly Stinson Wealth Management Report

August 08, 2025 |Michael Stinson

As we’ve highlighted in recent letters, this summer has been far from quiet. Markets remain sensitive to a steady flow of headlines, many of them tied to evolving trade developments, which continue to shape investor sentiment.

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A central bank at rest tends to stay at rest

A central bank at rest tends to stay at rest

August 05, 2025 |Thomas Garretson, CFA

The Federal Reserve held rates steady once again, but with the added wrinkle of a hawkish outlook—likely pushing back the timing of any rate cut even further.

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Lower prices and growing confidence keep Canada’s housing market recovery intact in June

Lower prices and growing confidence keep Canada’s housing market recovery intact in June

July 28, 2025 |Robert Hogue
Canada’s housing market showed further signs of recovery in June with home resales picking up for a third straight month on a monthly basis. But, prices remained lower overall with nationwide declines largely driven by softening in Ontario and British...
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A market that costs a pretty penny

A market that costs a pretty penny

July 25, 2025 |Kelly Bogdanova

We discuss key factors that have pushed the S&P 500’s valuation back up to lofty levels and how investors should weigh this in the portfolio decision-making process.

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House prices diverge across Canadian markets

House prices diverge across Canadian markets

July 14, 2025 |Robert Hogue
More prospective homebuyers are making their way back to Canada’s housing markets as some trade war fog dissipates—but it’s far from a stampede. Local real estate board statistics indicate transactions increased modestly between May and June in several...
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One year in: The Labour Party’s report card

One year in: The Labour Party’s report card

July 11, 2025 |Frédérique Carrier

For the Labour Party, restoring sustainable growth was always going to be challenging. A year on and the UK economy remains fragile, yet some investors may find the UK still offers some rich pickings.

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H1 2025 equity recap: Business as unusual

July 08, 2025 |Kelly Bogdanova

While the stock market narrative may sound familiar—U.S. equities navigating waves of volatility on the way to new highs—the environment certainly was not. We examine four catalysts that held sway over performance and what lies ahead for investors.

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