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...

The Market Global markets in the third quarter of the year began on an upbeat note in July with some markets recovering over 50% of the year’s losses on optimism of peak inflation.  However, the bear market rally was cut short in the last few weeks of September...

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,...

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...

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...

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...