Category: All Archives

Commentary April 2020

Reblogged from First Sovereign Investment Management This winter was a wild ride to say the least.  Initially related to the US election and later gaining full steam due to the Covid19 coronavirus (the “virus”), the winter’s market pullback was anything

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Commentary January 2020

Reblogged from First Sovereign Investment Management A year has passed since markets made their big dip at the end of 2018. While the rise from that dip dominated investor thinking in the early part of 2019, later in the year

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Rainmaker or Storm-maker? Is this roller coaster coming from Trump?

Reblogged from First Sovereign Investment Management Recently we in the investment world have been coping with the uncertainty related to the combative trade negotiations between the USA and China. When faced with the Trump regime’s caustic approach to trade negotiations,

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Commentary April 2019

Reblogged from First Sovereign Investment Management After the steep descent many markets experienced leading up to Christmas of 2018, this winter we witnessed a significant and broad-based recovery. This has led stocks in many cases back to relatively lofty levels

Posted in All Archives, Investment, Uncategorized

Commentary January 2019

Reblogged from First Sovereign Investment Management With stock markets pulling back in the 17%-20% range before recovering, this fall various market concerns that were percolating under the surface began to impact securities markets. From economic cycle factors to international geopolitical

Posted in All Archives, Financial Planning, Investment, Risk Management

4 Ways High Earners Should Adjust for New Spousal Tax Laws

In recent months the Canadian government has mused about the potential for changes in the tax code so that Canadian couples can start filing their income tax returns jointly once the budget is balanced. Most people outside the financial planning

Posted in All Archives, Financial Planning, Tax

Buffett and Gates on Success

Posted in All Archives