Investors all over the world tend to partake in home bias by investing a majority of their assets in domestic/local stocks. Join Harry, David & Kevin as they discuss what home country bias is and why this may lead to investors missing out on growth opportunities from other countries.

Published: July 17, 2024

We saw a bit of a slow start in June however markets got stronger as the month closed out. Join Harry, David & Kevin as they discuss what the markets looked like in June.

Published: July 9, 2024

Join Harry, David & Kevin as they discuss topics involved with estate planning to fulfill your wishes and ensure assets are passed down accordingly.

Published: June 19, 2024

After a pullback in April, stock markets posted a solid bounce back in the month of May. Join David & Kevin as they discuss what the markets looked like in May.

Published: June 5, 2024

Equity markets were a bit choppy in the month of April. US stocks as gauged by the S&P 500 were down 3.97%. Canadian stocks, as reflected by the S&P TSX index were off 2.12% in May, and the EAFE region (Developed Europe and Asia-Pacific) was also down a little over 3%. Despite a pull-back for equity markets in April, short-term performance over the past 3- and 6-months periods has still been quite positive.

Published: May 10, 2024