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