market update

June 2022 Market Update

June 2022 Market Update

As we approach the summer months, there has been a barrage of negative economic news: persistent inflation, high oil prices, negative business and consumer sentiment. These macroeconomic issues have pushed markets into negative territory for 2022.

Q1 2021 Update

Q1 2021 Update

We hope this quarterly update finds you and your family well and in good health. There is a real sense of optimism as we emerge from pandemic fears and head into the spring and summer months. As we look back at the first quarter and forward to the rest of the year, we can identify three compelling themes.

A look-back at Q1 2020

A look-back at Q1 2020

In the first three months of 2020, the world changed before our eyes. In January, our major global concerns were the Australian wildfires, the trade war with China, and the Presidential impeachment. Now, the economy and markets are driven by reactions to the spread of the coronavirus as well as government responses.

4 money moves to make right meow

4 money moves to make right meow

Remember last week when we said we weren't worried about the market? Well that part is still true, but all the negative news surrounding coronavirus is starting to get to us. We want to channel this anxiety into something more productive. More on mental wellbeing at the bottom, but first things first, what to do right now to be proactive with your money.

A Look-Back at Q4 2019

A Look-Back at Q4 2019

The fourth quarter of 2019 had its fair share of political drama. We witnessed a historic impeachment and the start of the 2020 election cycle. What consequences, if any, do politics have on the direction of the stock market and ultimately your portfolio?