2016 Market Review

Each month I bring you a roundup of all the most important market news that impacts your investments in my Market Updates. Looking back on all the news from 2016, it’s plain to see that the biggest events that shaped the market were a major… Read more

Santa rallies the markets

On Christmas Eve, Santa goes through hell and high water to deliver gifts to the children of the world and then heads back to the North Pole to prepare for the next year. What the kids don’t know is that Santa often brings the magic… Read more

November 2016 Investment Market Update

We kicked off the month with a lot of market uncertainty. This was quickly turned around as Donald Trump won the US election and OPEC agreed to cut oil production. Equity markets rose (S&P500 +3.7%, S&P/TSX Composite 2.2% & Nikkei +5.1%) and volatility subsided (VIX… Read more

Financial literacy month: Saving like it’s 1982

While researching how Canadians save for Financial Literacy Month, I came across a mythical year that all statistics reference: 1982. It was the year Argentina invaded the Falkland Islands, Canada gained constitutional independence from the Queen of England, Adobe Systems was born–bringing Photoshop to the… Read more

Financial Literacy Month: Life on a budget

Nobody wants to be on a budget, but the reality is we have a finite amount of resources–a.k.a. money–and infinite ways to use it. Budgeting is a way to keep your daily expenditures in check, so when you come to a financial bridge you’d like… Read more

October 2016 Investment Market Update

October was a month of increased market volatility stemming from the run-up to the U.S. election, Russia and OPEC, China and Brexit.   Oil Oil prices saw large swings this month. Earlier in the month the prices spiked when Russia’s president Vladimir Putin proclaimed support… Read more

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