We hope you’ve enjoyed a relatively pleasant, warm and dry September. As we’re now in the final few months of the year, we would like to provide a recap of notable happenings in Q3 (July – September) as well as a 2025-to-date update. Economy -In 2025, institutional investors have largely centered their attention on President… Read More
The You First Blog
We hope you’re having a wonderful summer! The first half of 2025 is over, and the major investment story that Canadian investors will remember is the soap operatic trade discussions between the U.S., Canada and the rest of world. Q2 2025 began with equity indexes plunging on the heels of the April 2 U.S. announcement… Read More
The U.S. election was held on Tuesday, November 6 and Donald Trump won the race for the presidency, defeating Vice President Kamala Harris to earn a second term in the White House. The Republican party also won the Senate and the U.S. House of Representatives. Equity markets reacted favourably to the news, with the Dow… Read More
Estate planning is an essential element of financial management. A proper estate plan will ensure that your property, finances, and personal wishes are handled in a way that provides for your loved ones while minimizing taxes, legal disputes, and administrative delays. This guide will provide an overview of key estate planning strategies to help you… Read More
It’s been a nice couple of years since the 2022 market correction. The S&P 500 (one of the US Indexes) bottomed out at 3,585 in October 2022 and sits at 5,684 as of October 3, 2024. Once again, markets have rewarded investors with a long-term mindset and who do not sell their investments in the… Read More
Stock markets have provided healthy returns in the first five months of 2024, reaching new all-time highs led by U.S. and Japanese stocks. U.S. firms have delivered strong earnings, reflecting a resilient economy. Although positive for investors, the pace of these rallies and the rising valuations are cause for caution, and could lead to near-term… Read More