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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).
Tax Season is Coming … are you ready?
With the annual ritual of tax filing on the horizon for the 2023 tax year, it becomes important to review the less well-known filing requirements and deadlines that affect everyone.
Portfolio Managers’ Brief: February 2024
A brief review of market conditions and how they are impacting the management decisions of our Investment Review Committee (IRC).
MACRO-ECONOMIC RESEARCH – Wag The Dog
Richard Croft, CIO discusses Zero Date to Expiration options, interest rates, yield shares and the value of Canadian banks for income focused investors…
Understanding the New CRA Changes to Bare Trusts
The Canada Revenue Agency (CRA) has recently made changes to how Bare Trusts are managed, reported and taxed in Canada. These changes can seem complex, but it's important for Canadian Taxpayers to understand their implications.
MACRO-ECONOMIC RESEARCH – Soft Landing?
The US economy appears to be on a path towards a soft landing, defying initial concerns of a downturn due to rate hikes. This stability, driven by strong consumer spending, a robust labor market, and fiscal stimulus, allowed the Federal Reserve to pause its rate hikes.
Experience a Real Approach to Wealth Management
Experience a Real Approach to Wealth Management - Wealth is not just about money; it's about freedom, security, dreams, and legacies.
