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Insights

March 2025

A well-traveled portfolio

Coming out of the Financial Crisis, the past 15 years have been a wonderful span for anyone invested in the US stock markets.

Economic Outlook

February 2025

It’s like déjà vu all over again

They say the definition of insanity is doing the same thing over and over again and expecting different results. If so, it would seem that the post-pandemic era has driven economic forecasters a little insane.

Amplify Magazine

February 2025

Amplify: Edition 11

A Vision for 2025 | As we enter 2025, the not-for-profit sector continues to adapt to a dynamic and evolving environment. Charitable organizations are under increasing pressure to balance mission-driven goals with financial stability.

Perspectives

February 2025

The currency of our discontent

One of the more interesting developments in financial markets over the last few months is ...

Reflections & Insights

Q1 2025

I have a foreboding…

Politics don’t matter. At least that’s what you might have concluded from last quarter’s review which avoided any mention of the US election...

Quarterly Commentary

Q4 2024

Is there more where that came from?

While it was not a simple matter of smooth sailing on calm seas throughout the last 12 months, the record books will show that ...

Perspectives

December 2024

2024 – Stockings are Stuffed

‘tis once again year-end and things are okay, with stock markets up in a material way.
And though the tide may not be lifting all boats, far more stocks than just seven are hitting high notes.

Economic Outlook

November 2024

The whistle doesn’t pull the train

Undeniably, there is plenty of value in listening to what people, businesses, governments and central banks are saying when it comes to trying to determine the direction of the global economy.

Perspectives

November 2024

Investors vs. traders

World equity markets have seen some sizeable moves in recent weeks. Investors observing these shifts may feel tempted to quickly enter and exit the market to avoid major losses and capitalize on sharp rallies.

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