Portfolio Review – 3Q2024

Portfolio Review – 3Q2024

The Market In Q3 2024, global growth slowed further under the weight of previous interest rate hikes, however September brought some relief with the U.S. Federal Reserve cutting rates by an outsized 50bps, joining the Bank of Canada and other central banks as...
Portfolio Review – 2Q2024

Portfolio Review – 2Q2024

The Market In Q2 2024, global stock markets experienced mixed results amid varied economic conditions across regions. The S&P 500 achieved a gain of 4.3% during the second quarter, largely driven by significant increases in the technology sector, particularly...
Portfolio Review – 1Q2024

Portfolio Review – 1Q2024

The Market The first quarter of 2024 echoed the familiar optimism that marked the conclusion of 2023. Despite lingering concerns of sustained higher interest rates, there was a prevailing sentiment among capital market participants that these rates, though at...
Portfolio Review – 4Q2023 

Portfolio Review – 4Q2023 

Leadership Transition at YouFirst Financial We are pleased to announce a leadership transition at YouFirst Financial, underscoring our commitment to delivering exceptional client service and effective succession planning within our firm. Doug Garner will assume the...
Portfolio Review – 3Q2023

Portfolio Review – 3Q2023

What’s New? The First Time Home Savings Account (FHSA) should be available to our clients at the beginning of December. More info on FHSAs here. An upside to higher interest rates are that High Interest Savings Accounts (HISAs) are now yielding rates of up to 5% and...