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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When Markets Have Their Own Black Friday Sales

November 28, 2025 |John Hastings CFA MBA
Black Friday is the day when everything we want, or think we need, finally goes on sale. If we’re prepared with cash or credit and know where to find the best deals, we can take full advantage. What makes Black Friday unique is that it’s predictable....
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Employee Ownership Trusts (EOTs): A Compelling Path for Business Succession, Stability, and Shared Prosperity

November 19, 2025 |John Hastings CFA MBA
Succession planning has always been one of the most challenging moments in a business owner’s journey. Traditional approaches, selling to a competitor, private equity, or internal management, often create uncertainty for both founders and employees. But...
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Turning Market Highs into Lasting Wealth

November 06, 2025 |John Hastings CFA MBA
We keep hearing it from many of you - how much longer can the market (and your portfolio) keep climbing?climbing? Jim has aptly coined the term “altitude sickness” to describe the mix of excitement and unease that comes when markets reach new highs. Over...
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Minimizing Tax Liability: A Guide to Quarterly Tax Installments

September 24, 2025 |John Hastings CFA MBA
As a taxpayer, it's essential to understand the rules surrounding quarterly tax installments to minimize your tax liability. According to the Canada Revenue Agency (CRA), individuals who earn taxable income with no tax withheld or insufficient tax withheld...
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Welcoming Vince Fu to Hastings Noble Private Wealth

September 12, 2025 |John Hastings CFA MBA
We are delighted to introduce Vince Fu as the newest member of the Hastings Noble Private Wealth team, serving as an Associate Portfolio Manager and Relationship Manager. With over a decade of experience in the financial industry, Vince possesses a deep...
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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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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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