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While students in primary or secondary school will not see any notable changes in finances, it’s a different story for Post-Secondary students as they now enter the world of Financing and Taxation.
MACRO-ECONOMIC RESEARCH – FIRE, AIM, READY
If it were not enough that investors are digesting less than stellar second quarter earnings, they are also dealing with the mixed seasonal patterns unique to August. August tends to be a mediocre month for stocks, with no strong directional bias.
Portfolio Managers’ Brief: August 2024
A brief review of market conditions and how they are impacting the management decisions of our Investment Review Committee (IRC).
Portfolio Managers’ Brief: June 2024
A brief review of market conditions and how they are impacting the management decisions of our Investment Review Committee (IRC).
MACRO-ECONOMIC RESEARCH – The Value Contradiction
When we think about value stocks, we think low price to earnings multiples and above average dividends. It makes value stocks ideal candidates for retirees seeking regular income with limited downside variability.
Portfolio Managers’ Brief: May 2024
A brief review of market conditions and how they are impacting the management decisions of our Investment Review Committee (IRC).
Portfolio Managers’ Brief: April 2024
A brief review of market conditions and how they are impacting the management decisions of our Investment Review Committee (IRC).
MACRO-ECONOMIC RESEARCH – An Option Primer                                                                                                                                         Â
COVERED CALLS: A CLOSER LOOK AT THE STRATEGY’S HIDDEN COMPLEXITIES Picture this, while sitting in your kitchen contemplating the meaning of life or at least, the performance of your portfolio, you read an article questioning the value of writing covered calls....
Macro-Economic Research – U.S. Expansion
Are we in the early stages of a 1990’s style global expansion? At a minimum, the performance of US stocks tells us that the American Dream is alive and well.
Portfolio Managers’ Brief: March 2024
A brief review of market conditions and how they are impacting the management decisions of our Investment Review Committee (IRC).
