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Fall 2024 Update

The 2024 year-to-date (YTD) performance across key global markets reflects strong growth in equities. This quarter highlighted the continued resilience of the global markets with inflation continuing to cool and expectations of further interest rate cuts…

Q3 Market Commentary: Key Considerations for Investors as We Approach Year-End

At the beginning of the final quarter of 2024, several pivotal topics are shaping investor sentiment.

Quarterly Commentary – October 2024

It’s safe to say that the loudest conversation of 2024 has been the US presidential election. It’s almost a movie script, and we’re just building to the climax with no clear outcome! With the election in mind, many clients have asked me how much will the outcome shape the investment markets for the end of 2024 and into 2025?

Elections and Their Effect on the Market

  How much impact does the US Presidential Election have on stocks  You have a growing business, as well as a growing investment portfolio.  Your portfolio holds a large percentage of US stocks, and you are concerned about the upcoming US election and, its effect on your portfolio.  My name is Brent Vandekerckhove and I’m a Elections and Their Effect on the Market

Trust Reporting Rules – What You Need to Know

What a year it has been for trust reporting rules. There have been many twists and turns in this ongoing saga.

Why Responsible Investors Embrace ESG Portfolios

More investors are looking to align their financial goals with their personal values. Responsible investing is the integration of Environmental, Social and Governance (ESG) criteria into investment decisions. Here are some of the positive benefits ESG can play in your portfolio.

More People Qualify for The Disability Tax Credit Than You Think

Over the years, we have come across many clients who were unaware that they, or their loved ones, might qualify for the disability tax credit (DTC).

July 2024 Update

During the month of July, global stock markets had another moderately positive month, due in part to data that showed inflation continuing to decline in the United States more quickly than expected.

Quarterly Commentary – July 2024

And just like that, we are in the middle of summer! Some years really seem to drag, but not 2024! Nonetheless, I wanted to give you a quick update of what we have seen so far this year in the investment markets.

Market Commentary – Q2 2024

Half a year has flown by, and I wanted to provide some insight into what has happened in the last several months.