by Louis Odette | May 4, 2023 | Investment Commentary
Erin, Louis, and Mark are together again to summarize the events that transpired during Q1 and the themes that we remain vigilant on looking forward into Q2 in our latest Quarterly Markets Discussion!
by Louis Odette | Apr 20, 2023 | Investment Commentary
MARKET RETURNS: Stock and bond markets both rallied to start the year in a welcome departure from 2022’s declines. Last year’s relative performance trends continued across global equity regions. International developed markets outperformed thanks to a combination...
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...
