Portfolio Review – 2Q2022

Portfolio Review – 2Q2022

The Market Downside volatility was the name of the game for the second quarter of 2022 as global market participants balanced four-decade high inflation levels driven by everything from gasoline to airline tickets, restaurant meals, and new & used vehicle prices,...
Portfolio Review – 1Q2022

Portfolio Review – 1Q2022

The Market Global stocks with the exception of Canadian markets ended the first quarter of 2022 in negative territory.  However, since our letter to clients on March 9, 2022, markets have rebounded from the 2022 lows.  The sustained rally in global equities from the...
Portfolio Review – 4Q2021

Portfolio Review – 4Q2021

Year End Reports Enclosed in this YouFirst quarterly Portfolio Review package are your: Portfolio Evaluation Report Annual Performance Report(s) Annual Investment Management Fee Report For non-registered account holders. The following items should be given to your...
Portfolio Review – 3Q2021

Portfolio Review – 3Q2021

The Market As the third quarter of 2021 drew to a close, the month of September certainly lived up to its reputation as being unpredictable and volatile.  Global markets touched all-time highs several times before two sizable selloffs near the end of September with...
Portfolio Review – 2Q2021

Portfolio Review – 2Q2021

The Market North American markets closed the second quarter of 2021 at all-time highs, buoyed by persistent investor optimism in the reopening of the economy as well as continued accommodative fiscal and monetary policy by global policy makers. On the home front, the...