Search
Filter by type
February 02, 2021 | Market Commentary
What a week for a struggling video game retailer. GameStop, whose business has been under serious pressure for years now, saw its stock price experience startling levels of volatility last week as a short squeeze, options trading, social media, and raw speculation all coincided to send the stock …
Audience
All AudiencesJanuary 22, 2021 | Financial Planning
Few would have thought that in the middle of the worst global pandemic in a century, the stock market would not just be doing okay, but would even be at all-time highs! The power of good investment advice is as important as ever. In this webinar, our Director of Investments, …
Audience
IndividualsDecember 31, 2020 | Financial Planning
Signed into law on December 27, the newest COVID-19 relief bill, formally known as the Consolidated Appropriations Act, 2021, is by far the largest bill ever enacted at well over 5000 pages. Not only does it provide an array of new relief measures, but it also includes the government omnibus …
Audience
All AudiencesDecember 28, 2020 | Investment Themes
The end of year holiday season is a time for celebration and reflection. For investors, they will no doubt be thinking about all the financial market volatility during the first three months, and what they did about it. The pandemic created so much unknown and uncertainty that few would have …
Audience
All AudiencesDecember 15, 2020 | Investment Themes
After a year that left investors on the edge of their seats, many are wondering how to prepare for what’s next. In our 2021 Outlook, we discuss the lessons from this past year, and then lay out how we’re thinking about the economic recovery, ultra-low interest rates, and today’s stock market rally.
Audience
IndividualsOctober 23, 2020 | Market Commentary
As we move further into Fall, it’s becoming clear that the pandemic is having a lasting effect on the economy. A massive number of Americans were furloughed or laid off earlier this Spring, and more than six months later, many former employees are still looking for work. We believe the worst …
Audience
All AudiencesOctober 01, 2020 | Financial Planning
The 2020 elections are a little more than a month away, and the outcomes in the ‘battleground states’ and Senate remain very much in doubt. Many polls show former Vice President Joe Biden with a narrow overall lead over President Trump, but, as we learned in 2016, election results are …
Audience
IndividualsSeptember 14, 2020 | Market Commentary
With the upcoming US federal elections less than two months away, many are starting to ask about possible outcomes and how they may impact markets. The 2020 elections were always going to be a significant event, and the pandemic and subsequent events this year have surely made it even more of a …
Audience
All AudiencesSeptember 01, 2020 | Market Commentary
Market Recovery Complete The US stock market has fully recaptured its COVID-19 pandemic losses, breaching the highs of February and more. August’s market rise added further gains on top of what had already become a historic rally. The recovery has been led by the usual suspects: growth and …
Audience
All AudiencesAugust 28, 2020 | Market Commentary
Between the pandemic, the market, and everything else happening in the world today, it’s been a busy summer. With so many people taking much needed time off, we know it can be difficult to follow the latest in the markets. We have received a lot of questions lately on the status of the US …
Audience
All AudiencesLoading...