How to survive a bear attack
Humans have 3 ways of dealing with conflict: fight, flight, or freeze. In this bear market, many investors might be in freeze mode, keeping cash on the sidelines as global markets continue their rough ride.
June Newsletter: Success Comes at a Price
Bulls markets charge longer for higher than bear markets run down. This latest pullback is a disappointment but not the start of Armageddon.
Where is the Bottom?
What's down with the market? Is there any upside to be had? We choose positivity and optimism for our market forecast. Read on for why.
Is the Sky Falling?
Headlines on investments seem to be all red, bears and scary charts. Is the sky really falling? We think not.
April Newsletter - What’s Up with Inflation?
Inflation and interest rates. How will they affect your investments this year?
March 2022 Newsletter - How Does the War in the Ukraine Affect Us?
It is truly a terrible turn of events that Russia has gone to war with the Ukraine. It is certainly painful to watch the images that come out of what was a lovely and productive nation. We are heartbroken for those suffering through this conflict. Pivoting our role as advisors, we consider what it means for our clients.
Blog: Stocks Usually Take Geopolitical Events In Stride
What does the new war mean with regards to your investments?
Volatility: Our 2022 Road Trip Just Started - Did We Get a Flat Tire Already?
The start of 2022 hasn’t been kind to us as investors. As of Friday Sept 21st, early afternoon, the Dow Jones Industrial Average, S&P 500, and NASDAQ Composite price indices are down approximately 5%, 7%, and 11%, respectively since the calendar changed to 2022. The NASDAQ has also fallen into correction territory, as it is down more than 10%. What are the reasons for the market weakness? We believe that the change in sentiment can be tied to the uncertainty around the path of the U.S. Federal Reserve’s rate hikes. The consensus now believes that the Fed will increase rates four times instead of two to fight against elevated levels of inflation. That has resulted in a 32-basis point jump in the U.S. 10-year Treasury yield. The Canadian market looks similar.
January 2022 Newsletter: Inflation and Interest Rates, Everyone’s Talking About Them
The big I's in investing: Interest rates and inflation. How they might affect you and what our forecast is for investing in 2022
November Newsletter: Climbing the Wall of Worry or just scaling a Chimney?
The holiday season is around the corner. What does the rest of 2021 have in store for the investment world?