Each year in early January people all over the world reflect on the year that has passed and set goals and resolutions for the year ahead. Many people will undoubtedly set resolutions for their personal finances.

Join Harry, David, & Kevin as they set out to provide a financial health checklist for those who wish to revisit their finances this year. This can serve as a guide to getting back on track financially, or to confirm that you are already on the right track.

Published: January 30, 2024

We hope you had a joyous holiday season with family and friends as we did. We wish you a healthy, happy, and prosperous 2024. For investors, Santa Claus delivered this holiday season as markets displayed solid performance in December. – US stocks as measured by the S&P 500 were up 4.4% in December. – Canadian stocks as measured by the S&P TSX were up 3.6% in December. – The bond market also had a strong month, as the FTSE Canada Bond Universe Index was up 3.4% in December. The positive performance for both stocks and bonds in December was largely a response to broad expectations of interest rate cuts by central banks in 2024.

Published: January 11, 2024