The Fed approaches a new phase of interest rate policy

The Fed approaches a new phase of interest rate policy

December 19, 2024 |Atul Bhatia, CFA

Markets head lower following a hawkish rate cut by the U.S. Federal Reserve. We discuss the reasons behind the Fed’s shift and if investors really need to fear higher rates caused by stronger growth.

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Global Insight 2025 Outlook executive summary: Beyond the horizon

Global Insight 2025 Outlook executive summary: Beyond the horizon

December 06, 2024 |The Global Portfolio Advisory Committee
With a second Trump administration in the U.S. eyeing an ambitious agenda and trade tensions coming to the fore, how should investors position portfolios? Our 2025 Outlook examines the issues and opportunities facing economies and markets in 2025 and...
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September market shifts & Estate Planning: Protecting Your Loved Ones, Including Pets

September 24, 2024 |Saurav Arora
September Market Shifts Last week, the Fed cut rates by .50%, more than consensus surveys had expected. Revised rate projections also show more rate cuts are in the pipeline, than previously anticipated. Investors may be concerned that the Fed is getting...
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No free rein: The realities of U.S. presidential power

August 27, 2024 |Kelly Bogdanova

While the U.S. president certainly has great influence, the formal and informal checks and balances built into the government’s structure still matter, and investors shouldn’t let election noise get in the way of sound portfolio management.

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Stock market selloff: A “growth scare,” or more?

Stock market selloff: A “growth scare,” or more?

August 06, 2024 |Kelly Bogdanova

Pressure points in the economy and markets were triggered, sweeping up equities into a global selloff. We look at the market’s supporting factors and how investors should tilt equity exposure in portfolios.

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March Blog

March 22, 2024 |Lisa Thompson Family Wealth
Did you know that 52% of Canadians don’t have a Will? Many Canadians often assume they are too young to need a Will or don’t understand the value in having one, however a Will ensures a person's wishes and intentions are documented and carried out. RBC...
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Spring hints & Tax tips - February 2024

February 12, 2024 |Lisa Thompson Family Wealth
Ontario's Wiarton Willie, Nova Scotia's Shubenacadie Sam, and Quebec's Fred la Marmotte have all reportedly agreed that spring like weather will soon arrive. We are looking forward to sunshine filled, longer days ahead! As we step into the new calendar...
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Summer Market Recap & Team News!

September 07, 2023 |Lisa Thompson Family Wealth
With the last long weekend of the summer passing by, we hope that you were able to get outside and enjoy some sunshine and relaxation with family and friends! Market Update: The income is back in Fixed income. Sharply rising interest rates in recent years...
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