Your source for valuable insights

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.

Woman reviewing stock chart

U.S. equities: Signs of a cycle peak, with a Q2 reprieve likely

Mar 28, 2025 |Robert Sluymer, CFA, technical strategist

As a volatile Q1 comes to a close, we think technical analysis provides a useful perspective on the potential paths of equity markets in the months ahead.

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Janet Engels and Tylar Lunke

Audio commentary: Unraveling the uncertainties

Mar 21, 2025 |Janet Engels and Tylar Lunke

Janet and Tylar discuss the impacts of the volatility we have seen thus far in 2025 and what we see from here for financial markets.

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Couple meeting with financial advisor

Unraveling the uncertainties facing stock markets

Mar 20, 2025 |Kelly Bogdanova

To say it’s been a testing time for markets and investors is an understatement. Amid what can be confusing and rapidly shifting market dynamics, we give our thoughts on four key questions on investors’ minds.

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Container ship docking with tug boats

Tariffs: Bracing for market impact

Mar 12, 2025 |Joseph Wu, CFA and Josh Nye

The 2018–2019 U.S.-China trade conflict underscored how tariff uncertainty can dampen sentiment, depressing valuations even if the earnings impact turns out to be modest. What approach should investors take?

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Steel production furnace

Power, storage, and electrification: A revolution

Mar 11, 2025 |Frédérique Carrier

As burgeoning demand and innovation transform the energy landscape, we examine key trends that are likely to shape the future of renewable power and industrial electrification.

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Boat in rough seas

Vortex of volatility

Mar 07, 2025 |Kelly Bogdanova

A period of rapid-fire developments has understandably put investors on edge. We make sense of five catalysts tugging on stock markets and elucidate why we’re not ready to throw in the towel on the two-year-plus bull market just yet.

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