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Our Insights, Blogs
& Publications

Has the Market Caught the Corona Virus? Thumbnail

Has the Market Caught the Corona Virus?

Has the Market Caught the Corona Virus? With news of the corona virus spreading outside of China, US markets (S&P 500) dropped more than 6% over Monday and Tuesday’s trading sessions, and erased more than $1.7 trillion of its value. This marks the largest 2-day drop since the flash crash of August 2015, and is the catalyst behind this update to our 2019 Investment Fire Drill note.

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Fourth Quarter 2019 Market Commentary Thumbnail

Fourth Quarter 2019 Market Commentary

Despite escalating trade tensions between the United States and China, Brexit uncertainty, and a slowdown in the global economy, the year progressed in an unexpectedly pleasant fashion.

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Franklin Quotential Portfolios - September 2019 Thumbnail

Franklin Quotential Portfolios - September 2019

Global stock markets experienced a volatile third quarter of 2019. Equities found some support, as key central banks in developed and emerging markets (EMs) cut interest rates or indicated a readiness to do so if needed to sustain economic growth....

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Have grandkids – will spoil Thumbnail

Have grandkids – will spoil

Give the gift of education A Registered Education Savings Plan (RESP) allows family members to contribute money towards the education of a child. The earlier contributions start, the longer the investment will enjoy tax-deferred growth.

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Third Quarter 2019 Market Commentary Thumbnail

Third Quarter 2019 Market Commentary

Global equity markets had modest returns in the third quarter after a stellar first half of the year. Markets traded sideways due to 3 main factors--a slowing global economy, which affected company earnings...

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Franklin Quotential Portfolios - June 2019 Thumbnail

Franklin Quotential Portfolios - June 2019

Global stock markets collectively gained in the second quarter of 2019. Indications that several key central banks may be prepared to lower interest rates if the economic outlook worsens boosted equities....

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Investment Fire Drill Part 2 Thumbnail

Investment Fire Drill Part 2

We have talked about how fire drills are the key to responding appropriately when a fire emergency happens. By practicing the responses multiple times, we are able to condition our responses so that they are automatic. Plus, we have a sense of how we might feel during the emergency.

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Fourth Quarter 2018 Market Commentary Thumbnail

Fourth Quarter 2018 Market Commentary

2018 was the weakest year for global markets since the great financial crisis in 2008. Markets were dragged down substantially in the final three months of the year due to higher interest rates, a slowing global economy...

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