With the S&P 500 down 20% from recent highs, we have officially passed into Bear Market territory. In the video below, Todd Brand shares some color and historical context for the volatility seen in the equity markets. As always, we invite you to connect with your team if you’d like to discuss the markets, your… Read More

Have you glanced at world markets in the last few months? It can be hard to avoid, particularly with daily headlines touting the volatility on any given day. Let’s take a look at a few definitions that will help give some context to what we’re seeing and how to respond. Read More

Last Friday, Vanguard and other fund companies announced they would be selling all holdings related to Russian stocks or bonds over the weekend, pursuant to international sanctions. Read More

By Phil Daniels, CFP®, AIF® When most people think of investing, they think of public markets – the stock and bond markets we all see discussed on television.  However, there is another way to invest that has been around for a much longer time, but only more recently has become more accessible to investors –… Read More

It’s impressive to see how far we’ve come since the pandemic began, but many storylines continue to unfold. From near complete global lockdowns to the discovery, large scale production, and now global distribution of the vaccine, slowly but surely, progress is making its way through the global economy. Early on, the rebound in the US… Read More