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Market Update| Opportunity or Risk?| June 28, 2022

For investors nervous about today’s economic climate, it is perhaps instructive that during the market pullback, Warren Buffett added the most assets to his portfolio since 2008....

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Market Update| Recession| May27, 2022

For investors, in my view, the impact of a recession is more about expectations. As mentioned above, by the time there is enough data to officially declare a recession, markets have already moved on...

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Market Update| Why We Rebalance Portfolios| June 15, 2022

Rebalancing involves adjusting the proportion of asset types to ensure it reflects your continuing goals. This is done because, over time, the value of the securities that make up your portfolio can rise and fall at different rates...

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Market Update| How High Will Rates Go?| June 13, 2022

A repeat of the 80s seems unlikely, a number of factors took place from 1965 to the end of the 70s which resulted in the extreme interest rates of the 80s, we are in a different environment today...

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Market Update| A Unique Environment| June 7, 2022

I believe the current environment is largely a result of the pandemic, the lock downs and the all the fiscal and monetary stimulus. We are in a unique environment...

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Market Update| Rising Interest Rates: A Cause for Concern? |June 1, 2022

With heightened volatility in the markets, it may be easy to lose sight of the importance of time in investing. However, the merits of maintaining a longer time horizon to take advantage of the power of compounding should not be overlooked...

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Market Update| Why do retirees spend the way they do?| May 31, 2022

Staying healthy was by far the most important goal at the time of retirement, 81% said this was very or extremely important...

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Market Update| Finding Ways to Deal with Inflation| March 25, 2022

Better tax planning may help put funds back into your hands. Inflation is often referred to as the “silent tax.” As such, why not consider tax planning exercises to help put funds back into your hands?...

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Market Update| Time Horizon| March 24, 2022

I have been thinking about time horizons recently because, in my view, for most investors the investment time frame is longer than they might perceive...

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Market Update| New Environment| May 16, 2022

Luna, which, for a moment, was one of the ten biggest crypto currencies, in the span of a week went from $80 to less than one cent. The risk-taking speculative frenzy of the pandemic is over....

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