Market Update for February 2017 – Markets at all time highs?
Stock markets were positive in February, and Canadian and US stocks continued to hit new all time highs. Should you change your investment style with markets all time highs?
Posts by author: Isaac Schweigert
Market Update for January 2017 – Passive Investing Slow to Catch On?
Stock markets were subdued in January as investors continued to ponder the implications of a Donald Trump presidency. Despite that, the S&P500 and TSX60 hit new all time highs in January. ETFs have been seeing broad adoption globally, but Canada has been lagging. Why?
Market Update for December 2016
Stock markets finished 2016 on a positive note, with the S&P500 and TSX60 hitting all time highs in December. This time of the year, many prognosticators are bringing out their stock market forecasts for 2017. But given how far off the 2016 forecasts were, best to take them with a grain (or bucket) of salt!
Year End Financial Tips for 2016
As we head into the holidays and the home stretch of 2016, now’s the perfect time to make sure you’ve covered your financial bases for year end. Here are our top tips for getting your financial house in order before the new year. Look at your capital losses. If you sold investments earlier in the year at a profit and don’t […]
Mutual Fund Portfolio Review – December 2016
On our website, anyone can submit a request for a portfolio review in which we look at the fees the client is paying and how well they are diversified. Most of the requests are from people that have a mutual fund account with a financial advisor at a bank or a mutual fund company. Bill Wong (not his real […]
Market Update for November 2016 – Trump?!
The US electorate shocked many by electing Donald Trump as their next president. The stock markets seem happy with the result, but the bond markets have suffered a deeper selloff than we’ve seen in over a decade.
How Emotional Investing Can Cost You
When choppy market returns are accompanied by uncertainty and volatility associated with major world events, even the most experienced investors can find it difficult to tune out the noise and stay disciplined. In the last couple of months most stock markets around the world are mostly flat or down. Investors are awaiting the outcome of the US elections and whether […]
Market Update for October 2016
October was a mixed month, Canadian and European equities performed well while bond markets were weak. At the eleventh hour, a small region in Belgium held up the EU’s trade agreement with Canada but ultimately signed on.
