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January 6, 2020

Welcome to 2020!

At the beginning of the new year, we take time to reflect on the past year and anticipate the ever-changing global landscape ahead of us. In a year that started in the wake of a ~20% correction with fearful investor sentiment, media outlets proclaiming...

December 3, 2019

Good morning!

I hope that everyone is starting to get into the holiday spirit.  For investors, it seems that Santa Clause came early – the renewed optimism for a trade deal between the US and China (which started in mid-October), carried through for most of this past mo...

November 19, 2019

As we get closer to the end of the year and holiday time with friends & family, we wanted to

ensure you are aware of some strategies you can take advantage of in the next month.  It’s worth the short read, especially as we can help you Save Tax and qualify for Governmen...

Happy Halloween!

While it is often the most volatile month of the year, there was nothing spooky about this October.  The US stock market crept up slightly thanks to an easing of tensions on the US/China trade front, an accommodative monetary policy (lower interest rate...

September 4, 2019

Hoping everyone had a wonderful long weekend!

As summer winds down and life returns to normal, you will find that very little changed last month when you open your investment statements.  August was anything but boring however, as markets bounced up and down on recessio...

August 19, 2019

Why do we have central banks? Asking such a broad question to ten economists is sure to elicit at least twenty different answers. However, we argue that, in its most basic form, the main purpose of having an independent institution in charge of monetary policy is to sm...

August 1, 2019

The markets were relatively quiet in July, with account values for the month mostly unchanged.

Major themes for the month included: The Federal Reserve lowering interest rates for the first time in a decade, renewed trade talks with the US and China (which now look to b...

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