Dollar cost averaging is an investment strategy where you invest a fixed amount of money on a regular schedule. For anyone who is sitting on the sidelines in cash and feeling nervous about potential short-term headwinds, dollar cost averaging is a less stressful way of putting larger sums of money to work for the long-term. Join us as we explore the concept of dollar-cost averaging, along with its advantages and disadvantages.

Published: May 16, 2025

April gave stock market investors a little bit of everything; tears as share prices plunged when President Donald Trump started a global trade war, gasps of relief as they bounced back when he paused some of his harshest tariffs, and confusion as they rose despite increasing signs of economic turmoil. Join us as we discuss the highlights of last months market events. As always, if you have questions about your portfolio or financial plan, please do no hesitate to give our team a call.

Published: May 7, 2025

No one knows what trade deals may or may not be announced over the course of the next 90 days. I don’t think the Trump administration really knows at this point either. The tariff pause has raised hopes for a path to negotiated resolutions and shows that the Trump administration is paying attention to credit and equity markets. So, what should you do next? The answer to this depends on your risk tolerance and your financial situation, but selling everything and going to cash to try and time the market is never the correct answer. Holding a diversified portfolio of both stocks and bonds is usually a good place to start if you are nervous about the stock market. As always, if you have questions about your portfolio or financial plan, please do no hesitate to give our team a call.

Published: April 21, 2025

It is important to remember to stay invested despite uncertainty and volatility, maintain a diversified portfolio, and make sure you have enough in cash or short-term fixed income for needs in the next 6 to 18 months. As always if you have questions about the markets or your portfolio’s positioning, we are here and will be very glad to speak with you.

Published: April 4, 2025

None of us know when the current market instability and uncertainty will cease, but what we do know is that it will. History has continuously shown if investors stay calm and stay the course, they will be rewarded as markets bounce back. Join us as we discuss market volatility and what you should be doing as an investor in todays volatile markets. As always, if you have any questions about your portfolio or the current state of the markets, please feel free to reach out to us at anytime.

Published: March 17, 2025

At the time of writing this update on March 4th, Trump’s tariffs on key allies and trading partners, including Canada, have officially been enacted. Equity markets in Canada and the US have reacted negatively to this development. We understand you may have questions about these developments and how it might impact your finances. As always, we welcome your questions and are always happy to speak or meet with you to discuss them.

Published: March 7, 2025