Our Insights
Dollars and Sense
Live and plan with intention. Explore expert insights on financial planning and wealth management - directly from our Founder and Personal CFO.
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Monthly Market Update - January 2022
Last Month in the Markets – January 3 - 31, 2022: At the beginning of the month, equities fell during the first week, regained their value and stabilized before dipping strongly around the end of week 3, and ended the month regaining some lost value. Overall equities performed poorly for several reasons.

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Monthly Market Update - November 2021
Last Month in the Markets – November 1st – 30th,2021: November did not deliver the results that equity investors had hoped. There were three main contributors to the damage equity markets saw this month:

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Monthly Market Update - October 2021
Last Month in the Markets - October 1st - 29th, 2021: October was kind to most investors. Equity indices rose steadily, with most indices seeing gains ranging from 5% to 7%.

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Monthly Market Update - September 2021
Last Month in the Markets – September 1st – 30th, 2021: It was a difficult period for equities in North America and around the world last month.

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Monthly Market Update - August 2021
Last Month in the Markets – August 2nd – 31st, 2021: Overall it was a positive month for most Canadian investors. The broad-based North American equity indices rose, as did the All-Country World Index (ACWI), above.

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Monthly Market Update - July 2021
Last Month in the Markets – July 1st – 30th, 2021: The first month in the second half of 2021 has concluded. Overall the results were a continuation of the solid performance shown in preceding six months.