Published: October 23, 2025
Historically, September has been the weakest month for U.S. equities, but 2025 bucked the trend as risk assets rose substantially this September. Investing based on past performance (going to cash) would have cost investors this year.
Join Harry, David and Kevin for our September Market Update. As always, if you have any questions, please do not hesitate to reach out to us.
Published: October 11, 2025
Published: September 24, 2025
With Summer ending, there’s no denying that the season has been rather productive for stock markets, with equities posting gains once again in August, marking the fourth consecutive positive month. However, we should not be under any illusions. Periods of low volatility can never last forever, and September is historically the month with the lowest average returns. Join Harry, David and Kevin for the August Market Update. As always, if you have any questions, please do not hesitate to reach out us.
Published: September 5, 2025
Paying down debt or investing, what’s the smarter move right now? In this video, we break down the pros and cons of each strategy, how interest rates and market conditions affect your decision, and what you should prioritize in today’s environment. If you’re unsure whether you should be focusing on your investments, or your debt repayments, we’re happy to have a conversation with you around what strategy is more appropriate for getting you where you want to go.
Published: August 26, 2025
July marked another strong month for global equity markets, with U.S., Canadian, and international stocks all posting gains. Central banks remained on hold amid economic uncertainty, while new U.S. tariffs added fresh complexity to global trade. Meanwhile, corporate earnings continue to beat expectations, helping support investor sentiment. As always, if you have any questions, please do not hesitate to reach out to Harry, David, or Kevin.
Published: August 6, 2025
May and June saw strong market performance, marking a rebound from the previous two-month downturn. As the 90-day tariff postponements near their end, trade policy is expected to return to the spotlight. We’ll be closely monitoring how tariff and trade negotiations unfold in the coming weeks.
As always, if you have any questions, please do not hesitate to reach out to Harry, David, or Kevin.
Published: July 22, 2025
In this month’s educational video we discussed Lifestyle Creep, what it is, how it occurs, why it’s important to monitor and how to ensure you are protecting your financial goals from it. Lifestyle Creep can sneak up on you and left unchecked, it can rob you of financial progress.
If you have any questions about Lifestyle Creep or would like to assess if its impacting your financial plan, feel free to reach out to Harry, David, or Kevin.
Published: July 10, 2025
Which is better—real estate or investing in the financial markets? The truth is, it depends on you. Each serves a different purpose and aligns with different financial goals. Many Canadians build equity in their homes and invest in the market for diversification and long-term growth. If you have any questions, we’d be happy to help you compare whether investing in the real estate market or the financial market makes more sense for your long-term financial plan.
Published: June 23, 2025
Following a difficult month of April, due to tariff induced panic, the S&P500 recovered nicely in May, surging 6.15%. This was the best performance for US stocks in the month of May since May 1990. Canadian stocks as measured by the S&P TSX rebounded nicely in May as well, rising 5.37% during the month. Equity markets in Europe and Asia were broadly positive as well, rising low single digits throughout the month. As always, if you have any questions, please do not hesitate to reach out to any of us.
Published: June 6, 2025
