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Portfolio Review – 3Q2024

by | October 8, 2024 | Blog, Quarterly Reports | 0 Comments

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...
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Portfolio Review – 2Q2024

by | July 8, 2024 | Blog, Quarterly Reports | 0 Comments

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...
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Portfolio Review – 1Q2024

by | April 8, 2024 | Blog, Quarterly Reports | 0 Comments

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...
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Portfolio Review – 4Q2023 

by | January 8, 2024 | Blog | 0 Comments

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...
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The First Time Home Savings Account (FHSA)

by | November 8, 2023 | Blog, News, Perspectives from a Millennial | 0 Comments

The First Time Home Savings Account Introduced in the 2022 Federal Budget, the First Time Home Savings Account (FHSA) is a registered plan that combines the best features of the TFSA and RRSP in helping Canadians save for their first home purchase.  We hope to be able...
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Portfolio Review – 3Q2023

by | October 8, 2023 | Blog, Quarterly Reports | 0 Comments

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...
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Portfolio Review – 2Q2023

by | July 17, 2023 | Blog, Quarterly Reports | 0 Comments

The Market US markets pushed higher during the second quarter of 2023 on continued optimism that the end of the Fed’s aggressive rate-tightening cycle is nigh and a “soft landing” may still be possible.  US equity gains were driven by the technology sector rally led...
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Portfolio Review – 1Q2023

by | April 16, 2023 | Blog, Quarterly Reports | 0 Comments

The Market Markets started the new year on an upbeat tone after a disappointing 2022.  The optimism was cut short as fears of a policy rate overtightening and the collapse of three US tech-focused regional banks dragged risk appetite down and sent waves of volatility...
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Portfolio Review – 4Q2022

by | January 8, 2023 | Blog, Quarterly Reports | 0 Comments

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...
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Portfolio Review – 3Q2022

by | October 26, 2022 | Blog, Quarterly Reports | 0 Comments

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...
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Quarterly Portfolio Review

Portfolio Review – 3Q2018

Portfolio Review – 3Q2018

by | Jan 10, 2019 | ,

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...

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Portfolio Review – 4Q2018

Portfolio Review – 4Q2018

by | Jan 10, 2019 | ,

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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Perspectives from a Millennial

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