Guiding you along your financial journey
September was a negative month for most equity and fixed income markets around the world. Not a huge surprise as September is, on average a down month, fortunately the fourth quarter is historically the best quarter of the year.
August was the seventh positive month in a row for most equity markets, while bonds were mixed. REITs were once again positive, their eighth consecutive positive month.
July was another good month for the equity markets; REITs were again the stars. Fixed income continued to recover from its first quarter losses.
Q2 2021 Performance Update The second quarter of 2021 was another good one for ModernAdvisor’s portfolios; all of the Core and SRI portfolios were positive for the quarter, and all are now positive for 2021. Equity markets in Canada and abroad performed well as did real estate investment trusts, all of which contributed positively to our portfolios’ performance. Fixed income […]
June was another good month for the equity markets, while fixed income continued to recover their first quarter losses.
Enjoying a comfortable retirement is common goal for most all Canadians. As such, a retirement savings strategy is a key element of most any comprehensive financial and retirement plan. To assist us, there are countless financial advisors, retirement planners, and online tools and resources available to help us determine how much we should save in order to reach our retirement […]
May was another good month for the equity markets, while fixed income recovered a little of the losses from the first quarter.
A client recently contacted us with the following concern: “I took some time off work for maternity leave when I had my child. Now I have returned to work, and I have been notified that I have the option to buy back my pension. What does this mean, and should I do it?” A pension buyback, also referred to as […]
