We discuss key factors that have pushed the S&P 500’s valuation back up to lofty levels and how investors should weigh this in the portfolio decision-making process.

Experience-based travel is increasingly popular among high-net-worth families. Learn how to prioritize travel in your wealth plan.

Family discussions should start early to successfully pass down both wealth and values.

President Trump’s mega-legislation brings pro-growth, investor- and business-friendly measures but also puts greater strain on the already very high federal debt.

Worried about outliving your savings? Learn how annuities can provide guaranteed income and stability in your wealth plan

Lifetime gifting can be a useful wealth transfer strategy to mitigate taxes and help heirs.

The U.S. government’s fiscal outlook can no longer be ignored.

We continue to be constructive on China and Japan equities, notwithstanding lingering trade risks with the U.S. In fixed income corporates, we prefer higher-quality credits.

Elevated gold prices should continue to support the TSX, while ongoing tariff uncertainties have us tilting toward perceived less risky categories within fixed income.

A dramatic shift in the appetite for equity and fixed income securities issued outside of North America has emerged in 2025. We examine the causes, what they mean for international stocks, and how investors may want to position portfolios.