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...

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...

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....

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...

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...

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 you...