by Louis Odette | Jan 25, 2023 | Investment Commentary
Mark, Erin and Louis are together again to to discuss the persisting elements impacting the Global Markets. With a focus on bond valuations and the inflation dynamic, we consider ways to navigate potential market fluctuations in the coming year.
by Louis Odette | Jan 18, 2023 | Investment Commentary
MARKET RETURNS: Stock and bond markets rallied in the fourth quarter, paring some of their losses from earlier in the year. Yet both asset classes posted double-digit declines for 2022. Inflation and central bank policy response were the main drivers of those...
by Louis Odette | Jan 12, 2023 | Uncategorized
Refresher on Capital Gains Taxes – Primary Residence Sales Many people aren’t familiar with the effects of selling property that has appreciated in value, and whether they are about to incur a capital gain tax with a sale. It helps to have an awareness of current...
by Louis Odette | Oct 22, 2022 | Investment Commentary
Mark, Erin and Louis are together again to to discuss the prevailing factors influencing the Global Economy, Financial Markets, and the impacts to individual investors. This quarter, we emphasis the role of inflation, the seismic shift in the interest rate...
by Louis Odette | Oct 22, 2022 | Investment Commentary
MARKET RETURNS: Global markets continued to sell off in the third quarter as investors incorporated ongoing tightening of financial conditions into asset prices. U.S. dollar appreciation of over 15% year-to-date was reflected in regional equity returns, as U.S. and...
