by YouFirst | Jan 10, 2019 | Blog, Quarterly Reports
What’s New Enclosed in your quarterly report package are annual performance and management fee reports. Portfolio Management firms are required as part of CRM2 (Client Relationship Management 2) legislation to provide these reports annually. Please contact us if...
by YouFirst | Jan 10, 2019 | Blog, Quarterly Reports
The Market The usually weakest quarter of the year showed positive market results in Q3 2018. U.S. equities, as measured by the S&P 500 Index, set new highs over the third quarter, appreciating 5.8% (CAD) while the resource-oriented sectors in Canada suffered with...
by YouFirst | Jan 10, 2019 | Blog, Quarterly Reports
The Market The fourth quarter provided a wild ride for investors with swings as high as 5% per day. Unfortunately, our positive market gains for the first nine months eroded as demonstrated by the Q4 2018 returns listed below. For global securities, some of the...
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