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Spring 2023: Looking Beyond Today

It has been said that change is the only constant, and the investing world is no exception. For more than a year, we’ve seen the effects of a rapid change in inflation and interest rates on the financial markets.

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Winter 2022: The Sun Also Rises

Investing is never a smooth road, and 2022 was a difficult reminder that the markets can go down just as they go up. Financial markets were largely challenged by the aggressive actions of central banks in raising rates in their attempt to combat high inflation; a stark contrast to the excessive exuberance of 2021.

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Fall 2022 - Dealing With Uncertainty

As the central banks continue to raise rates in their fight to curb inflation, many observers have pointed to the current outlook for the economy and financial markets as uncertain: Did the central banks wait too long to control inflation? Is a full-blown recession imminent?

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Summer 2022 - The Importance of Holding On

It has been difficult to find much market commentary that suggests positive developments in the financial and economic markets over recent times. The reasons are many: high and persistent inflation, more aggressive tightening policies by central banks and the prospect of recession. This has created significant uncertainty over the path forward...

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Spring 2022 - The Return to "Normal"

Volatility has returned to the equity markets. For investors, it may feel particularly unsettling considering that extended periods of volatility haven’t been seen for some time. Yet, after over two years of disruption, consider that the return to “normal” is expected to take time and there will be the inevitable bumps along the way.

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Winter 2021 - The Enduring Human Spirit

An article published by the Wall Street Journal shared some fitting advice from endurance athletes, suggesting that those who endure adversity can emerge stronger and more resilient in what is termed 'post-traumatic growth." 1 Over the past 20 months, we've each had to endure adversity...

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Autumn 2021 - How Often Are You Checking?

According to recent reports, investors using a LIS. discount brokerage platform are checking their portfolios at an alarming rate of seven times per day.' It's not difficult to do Today, often all it takes is one quick swipe on our srnartphones. However, frequent portfolio checking may be hazardous to your investing health.

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Summer 2021 - Cutting Through the Noise

There is an old saying in the investment industry: “Don’t confuse brains with a bull market.” The inference, of course, is that it’s easy to pick winners when markets are rising. The challenges emerge when the markets change their course, as they always do...

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Spring 2021 - We have Ideas

Investor sentiment can swing from one extreme to another, resulting in wide variations in the prices of securities over time. Consider how today's concerns differ sharply from just one year ago.

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Winter 2020/2021 - Optimism & Hope

The turning of a new year is synonymous with optimism and hope. After a difficult year, it may feel as though optimism is in short supply. Yet, here are some reasons why better times may lie ahead for 2021

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