Whether you’re a seasoned investor or just starting out, understanding how to navigate market ups and downs can make a significant difference in your financial journey. Join Harry, David & Kevin for this months educational video as they dive into a topic that’s crucial for every investor: market volatility and the importance of managing emotions and staying invested.

Published: August 22, 2024

July was a positive month for most developed country stock markets. Join Harry, David & Kevin as they discuss what the markets looked like in July.

Published: Aug 6, 2024

Investors all over the world tend to partake in home bias by investing a majority of their assets in domestic/local stocks. Join Harry, David & Kevin as they discuss what home country bias is and why this may lead to investors missing out on growth opportunities from other countries.

Published: July 17, 2024

We saw a bit of a slow start in June however markets got stronger as the month closed out. Join Harry, David & Kevin as they discuss what the markets looked like in June.

Published: July 9, 2024

Join Harry, David & Kevin as they discuss topics involved with estate planning to fulfill your wishes and ensure assets are passed down accordingly.

Published: June 19, 2024

After a pullback in April, stock markets posted a solid bounce back in the month of May. Join David & Kevin as they discuss what the markets looked like in May.

Published: June 5, 2024

Equity markets were a bit choppy in the month of April. US stocks as gauged by the S&P 500 were down 3.97%. Canadian stocks, as reflected by the S&P TSX index were off 2.12% in May, and the EAFE region (Developed Europe and Asia-Pacific) was also down a little over 3%. Despite a pull-back for equity markets in April, short-term performance over the past 3- and 6-months periods has still been quite positive.

Published: May 10, 2024

Join Harry, David & Kevin as they discuss pre-authorized contributions, commonly referred to as PACs, and the major benefits that they can have on your savings goals.

Published: April 19, 2024

Equity markets posted yet another solid month in March, building on momentum that first picked up steam back in November of 2023. Overall, the first quarter of 2024 was stellar for equity markets. Join Harry, David & Kevin as they discuss the market update for March!

Published: April 10, 2024