Portfolio Review – 4Q2019

Portfolio Review – 4Q2019

The Market Topping business headlines in the latter half of the quarter was the culmination of the US-China “Phase 1” trade deal which included the cancellation of US tariffs on Chinese goods, and the associated retaliatory tariffs from the Chinese side on US...
Portfolio Review – 3Q2019

Portfolio Review – 3Q2019

The Market US and Canadian markets, proxied by the S&P500 and TSX Composite indices, respectively, surpassed all-time highs in August. Both equity and bond markets continue to keep investors pinned back in their seats on the roller coaster ride that started last...
Portfolio Review – 2Q2019

Portfolio Review – 2Q2019

The Market We’ve written before about the importance of “staying the course” with investing and how it is often easier said than done.  This past quarter is a clear reminder that investor behavior could be your own worst enemy.  We invite you to read about it, here....
Portfolio Review – 1Q2019

Portfolio Review – 1Q2019

The Market What a surprise for investors in the first quarter with markets up more than 8%. With the market in a complete funk at the end of 2018, we received a strong reminder this quarter why it is advisable to not make significant asset allocation changes based on...
Portfolio Review – 1Q2018

Portfolio Review – 1Q2018

The Market Market volatility returned with a vengeance this past quarter. Strong January gains were erased by the threat of rising interest rates and inflation prospects. In February, markets bounced back only to be undone late in the quarter by the emergence of...