Providing my clients with valuable information on market trends, investment topics and other interesting considerations is an important part of my practice. I invite you to explore the articles below and contact me to discuss any of these topics in more detail.
Recession or soft landing? That’s the big question. Amid the uncertainty framing the investment picture, we explore how to position portfolios.
Estimates peg the cost of financial exploitation of older Americans around $2.9 billion a year, but many cases slip below the radar. Prevent elder abuse by learning to recognize the warning signs.
As markets shrug off soaring U.S. debt, we unpack the debt dilemma and argue that positioning portfolios for a debt crisis can lead to subpar returns.
As equity investors face continuing challenges, an elevated bond yield environment has changed the equation.
The stock market faces more crosscurrents than usual, while the bond market could deliver strong returns.
2024 may be the year when fiscal and structural reform efforts enjoy the greatest impetus.
Japan still stands out as an attractive equity market, and in fixed income we prefer investment-grade corporates.
While there are select opportunities in Canadian equities, the bond market looks the most attractive in years.
July 15, 2022
How to determine what is a safe withdrawal amount from your portfolio in retirement
February 2, 2022
What is an annuity and is it right for me?
November 24, 2020
Five essential steps to put your financial house in order
October 9, 2020
Aging parents - 3 steps to personal readiness