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Q4 2020 – Investment Update

2020 has come and gone. What a wild and weird year it was – one that will most certainly be remembered as a year to be forgotten.

Q3 2020 – Investment Update

Equity markets had another strong quarter led by mega-cap technology stocks, which we increased in our Balanced and Growth portfolios this quarter.

Q2 2020 – Investment Update

After experiencing a massive market shock in February and March, global stock markets responded much more quickly than most asset managers anticipated in Q2.

COVID-19: Household Cash-Flow Tips

Write or type out all of the expenses that are coming due at the beginning of the month these include things like rent/mortgage, food, utilities, gas, insurance, and other debt...

Q1 2020 – Investment Update

So much has happened since our last Quarterly update, it is hard to compile these thoughts into a concise message. When the year began, we were all marveling at the...

Protecting Your Nest Egg in Volatile Times

The sky is falling, or so it would seem. After all, the situation we are finding ourselves in is not one that has occurred in anyone’s lifetime – young or...

Q4 2019 – Investment Update

Looking back at 2019 Most global markets got off to a roaring start as they recovered from the sharp selling behavior seen in Q4 2018.

Q3 2019 – Investment Update

Once again global markets were led by North America in the third Quarter. Most countries struggled to keep up with Canada and the United States which squeaked out 1.69% and...

Q2 2019 – Investment Update

Most stock markets around the globe continued their upward trend in the second quarter, albeit at a more muted pace than we saw in Q1.
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