Dear Valued Client, Wealth Strategy Notes: The S&P 500 returned 2.7% in January and dropped 1.4% in February in a volatile start to President Trump’s second term. On Monday, Trump…
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Dear Valued Client, Wealth Strategy Notes: President Donald Trump’s new favourite t-word isn’t his own name – it’s ‘tariffs’. It’s a small word that has huge implications across the world,…
Dear Valued Client, Wealth Strategy Notes: As 2024 draws to a close, we note it’s been an eventful year. Markets have been volatile but have now reached all-time highs, geopolitical…
Dear Valued Client, Wealth Strategy Notes: The full results of the U.S. House have yet to be settled, but the expectation is the completion of the ‘Red Wave’ with the…
Dear Valued Client, Wealth Strategy Notes: True to form, September was indeed a rocky month with 11 up days and nine down days on the TSX. The S&P 500 moved…
Dear Valued Client, Wealth Strategy Notes: True to history as the most volatile month on the calendar, September is off to a rocky start. Just like parents and kids trying…
Dear Valued Client, “No one can predict with any certainty which way the next 1,000 points will be. Market fluctuations, while no means comfortable, are normal.” – Peter Lynch Wealth…
Dear Valued Client, Aloni Goh Wealth Strategy Notes: We are truly living in a whole new world. It’s not the romantic kind, like when Aladdin whisks Jasmine away from the…
Dear Valued Client, “We’ve come a long way in the fight against inflation. And our confidence that inflation will continue to move closer to the two per cent target has…
Dear Valued Client, “… nothing is certain except death and taxes.” – Benjamin Franklin Aloni Goh Wealth Strategy Notes: Allow us to gently revise Benjamin Franklin’s famous quotation – “……
