The Bond Market Outlook
With the rate of inflation and interest rates moderating, now is a great time join David & Kevin as they discuss the outlook for the bond market.
Published: September 25, 2023
With the rate of inflation and interest rates moderating, now is a great time join David & Kevin as they discuss the outlook for the bond market.
Published: September 25, 2023
Global equity markets retreated in August. US stocks as measured by the S&P 500 were down 1.56%, snapping a five-month positive streak. In Canada, stocks as measured by the S&P TSX Index were down 1.69%. Elsewhere globally, markets were also negative with the MSCI World Index down 2.05% in August.
Published: September 11, 2023
Join Harry, David, & Kevin as they take a deeper dive and discuss the different types of life insurance and how you can usefully use them to protect you and your family.
Published: August 18, 2023
Join Harry and Kevin as they discuss the Market Update for July 2023. Equity markets had another strong showing in July. US markets as measured by the S&P 500 were up 3.11%, marking the fifth straight positive month. In Canada, stocks as measured by the S&P TSX Index were up 2.14%. Elsewhere globally markets were positive as well with most regions up low to mid single digits. Overall, the MSCI World Index was up 3.10% in July.
Published: August 8, 2023
The First Home Savings Account (FHSA) is a new type of registered account designed to help first time home buyers save up a down-payment in a tax advantaged account. We are excited to announce FHSA accounts are now available to set up with our clients.
Published: July 25, 2023
Join Harry, David, and Kevin as they discuss the Market Update for June 2023. Equity markets had a strong showing in June. US markets were particularly strong with the S&P 500 up 6.25%, led in large part by continued positivity from the mega-cap tech companies like Apple, Microsoft, Google and Nvidia. In Canada, stocks as measured by the S&P TSX Index were up 2.68% in June. Elsewhere globally markets were positive as well with most regions up low to mid single digits. Overall, the MSCI World Index was up 5.93% in June.
Published: July 12, 2023
Stock markets can move on a daily basis and perceptions of the market’s volatility can be quite different when looking at short-term fluctuations versus long-term performance. We often receive questions about a topic that occurred that morning or the day prior, which caused the market to fluctuate a percent or two. Join Harry, David, & Kevin as they talk about the perception vs reality of investment volatility and provide some insight into what drives long-term investment growth.
Published: June 20, 2023
There were mixed results for equity markets this May. Join Harry, David & Kevin for this month’s market update as they discuss the U.S. debt ceiling, inflation, the Canadian economy, and more!
June 7, 2023
Join Harry, David, and Kevin for the April Market Update as they discuss what events drove the stock market in April, updates on the First Home Savings Account, and our upcoming spring seminar.
May 4, 2023
Equity markets were mixed in the month of March. US stocks were among the best performing regions. Join Harry, David and Kevin as they present to you the Market Update for March 2023.
April 4, 2023