Portfolio Managers’ Brief: January 2025
A brief review of market conditions and how they are impacting the management decisions of our Investment Review Committee (IRC).
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The Elephant in the Room
You can’t miss it… the metaphorical elephant in the room. That outsized awkward issue that we pretend not to see.
Charitable Donations & Taxation
The Government of Canada has announced an extension of 2024 charitable donations to February 28, 2025.
Animal Spirits
Since the landslide victory of Donald J Trump, the stock market has surged to record highs propelled by animal spirits. To understand animal spirits, imagine the stock market as a jungle….
Landside
First a caveat. As a proud Canadian, I have no skin in this game. Whatever one thinks about Donald Trump, does not change the fact he will be leading the US government for at least the next four years.
Portfolio Managers’ Brief: November 2024
A brief review of market conditions and how they are impacting the management decisions of our Investment Review Committee (IRC).
Harvesting Capital Gains and Losses
Prior to the end of each tax year, Financial and Investment Advisors review the portfolios of their clients with an eye to “Tax Loss Selling”. The idea behind this annual review is multifold but in November and December, the focus becomes which investments...
It’s Alive
Since the lows of last November, North American financial markets have come alive like a phoenix rising from the ashes. The welcomed 50 bp rate cut by the Fed was really a cherry on top of the sundae. The real story is the marked change in the tone of Fed Speak.
Portfolio Managers’ Brief: September 2024
A brief review of market conditions and how they are impacting the management decisions of our Investment Review Committee (IRC).
Back to School
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.