February 2025 Strategy Notes
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…
Keeping in touch.
Our Strategy Notes monthly newsletter is available to all clients and provides an overview of market conditions and our current strategies.
Newsletter
February 1, 2025
January 2025 Strategy Notes
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,…
Newsletter
December 14, 2024
December 2024 Strategy Notes
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…
Newsletter
November 14, 2024
November 2024 Strategy Notes
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…
Newsletter
October 5, 2024
October 2024 Strategy Notes
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…
Newsletter
September 10, 2024
September 2024 Strategy Notes
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…
Newsletter
August 15, 2024
August 2024 Strategy Notes
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…
Newsletter
July 11, 2024
July 2024 Strategy Notes
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…
Newsletter
June 7, 2024
June 2024 Strategy Notes
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…
Newsletter
May 7, 2024
May 2024 Strategy Notes
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 – “……
Newsletter
April 5, 2024
April 2024 Strategy Notes
Dear Valued Client, Aloni Goh Wealth Strategy Notes: If you’ve ever gone on a vacation with a big, extended family, you know one of the worst parts is trying to…
Newsletter
March 5, 2024
March 2024 Strategy Notes
Dear Valued Client, Aloni Goh Wealth Strategy Notes: With the major market indices in North America all climbing, all eyes will be on the central banks in March. All of…
Newsletter
February 7, 2024
February 2024 Strategy Notes
Dear Valued Client, Aloni Goh Wealth Strategy Notes: They say January is the most depressing month of the year – we would contend it's late April, when the Canucks bow…
Newsletter
January 8, 2024
January 2024 Strategy Notes
Dear Valued Client, “The only difference between death and taxes is that death doesn't get worse every time Congress meets.” – “Oklahoma’s Favorite Son” Will Rogers, American actor and humorist…
Newsletter
December 7, 2023
November 2023 Strategy Notes
Dear Valued Client, Aloni Goh Wealth Strategy Notes: Equity markets staged a rally this past month. At this point, a slight pullback would not be unexpected. The market has been…
Newsletter
November 7, 2023
October 2023 Strategy Notes
Dear Valued Client, “People who exit the stock market to avoid a decline are odds-on favorites to miss the next rally." – Peter Lynch, former manager of the Fidelity Magellan…
Newsletter
October 6, 2023
September 2023 Strategy Notes
Dear Valued Client, “We don’t have to be smarter than the rest. We have to be more disciplined than the rest.” – Warren Buffett, chairman and CEO of Berkshire Hathaway.…
Newsletter
September 7, 2023
August 2023 Strategy Notes
Dear Valued Client, “A market downturn doesn’t bother us. It is an opportunity to increase our ownership of great companies with great management at good prices.” – Warren Buffett, chairman…
Newsletter
August 3, 2023
July 2023 Strategy Notes
Dear Valued Client, "People who exit the stock market to avoid a decline are odds-on favourites to miss the next rally." – Peter Lynch, Fidelity Investments fund manager and philanthropist.…
Newsletter
July 5, 2023
June 2023 Strategy Notes
Dear Valued Client, Aloni Goh Wealth Strategy Notes: Equity markets ended the first half of the year on a strong note as buying interest broadened out from the big tech…
Newsletter
June 5, 2023
May 2023 Strategy Notes
Dear Valued Client, “History provides a crucial insight regarding market crises: they are inevitable, painful and ultimately surmountable.” - Shelby M.C. Davis, investor, philanthropist, and former VP of The Bank…
Newsletter
May 2, 2023
April 2023 Strategy Notes
Dear Valued Client, "With a good perspective on history, we can have a better understanding of the past and present, and thus a clear vision of the future." - Carlos…
Newsletter
April 1, 2023
March 2023 Strategy Notes
Dear Valued Client, “People who succeed in the stock market also accept periodic losses, setbacks, and unexpected occurrences.” - Peter Lynch Aloni Goh Wealth Strategy Notes: Equity markets were volatile…
Newsletter
March 1, 2023
February 2023 Strategy Notes
Dear Valued Client, “Waiting helps you as an investor and a lot of people just can’t stand to wait. If you didn’t get the deferred-gratification gene, you’ve got to work…
Office
Suite 1800, 1140 West Pender Street
Vancouver, BC. V6E 4G1
Ron Aloni
Phone: 604-658-3056
Jason Chen
Phone: 604-658-3043
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