Uncategorized

July 2022 Update

On June 16th, we had our most recent online seminar with World Burger Champion and regular on Global News Morning, Rusty Johnson. Rusty shared his experience and expertise on how to create the best burger right in your own backyard – an important skill for summer! If you missed the session, you can see it here or watch for Rusty’s guest article in our October Financialist newsletter.

In for a Penny, In for a Pound – Investing Through Volatility

Recently, we have been surrounded with news about a slowing economy and central banks raising interest rates in an attempt to lower inflation. This level of uncertainty in the economy has sparked a lot of volatility in capital markets.

Quarterly Commentary – July 2022

No doubt you have seen the market reports over the last few months, and the news has not been pretty. The investment markets have had a material decline from the beginning of the year.

Has the World Gone Crazy or Am I Just Older – Or Both? A Behavioral Perspective

I wrote to you in early 2019 after the US Federal Reserve Bank (the ‘Fed’) talk of raising interest rates sent the stock market down more than 20% before a post-Christmas rally.

Markets

I’m sure that by now you’ve heard that stock and bond markets around the world have been dropping.

Mortgage Rates in a Rising Interest Rate Environment

Raising interest rates is the Bank of Canada’s (BoC) weapon of choice to combat inflation.

Prescribed Rate Loan: An Income Splitting Opportunity

​Income splitting refers to transferring income from high income earners to lower income family members. Income splitting can be used to reduce the total taxes that you pay as a family when members are in different marginal tax brackets.

Investment Market Predictions

​Recently I was asked about what the markets will do in the next quarter. My answer was, “I don’t know, and neither does anyone else.

Market Commentary – Q1 2022

It’s safe to say 2022 has been “interesting” thus far! In my opinion, this is a big year for transitions, of which, as I see it, there are 3…

Market Commentary – Q4 2021

And just like that! Another year has passed. Happy New Year to everyone and here’s to 2022 being somewhat back to normal?!