Last Month in the Markets: September 1st – 29th, 2023: It was a difficult month for most investors as equities, the Canadian dollar and gold all lost value. The rising price of oil may have reduced the losses for the TSX, but on a broad-based basis a loss of more than 3½% for the month did not deliver the desired results.

Last Month in the Markets – August 1st - 31st, 2023: On a monthly basis North American equity indexes did not perform well, losing about 2%, and trimming year-to-date performance for the TSX and Dow to less than 5%. 

The cost of university has risen sharply, and so has the importance of graduating with a desired and marketable set of skills and knowledge. Without a post-secondary education, employment and life opportunities are more limited now than ever before. Contributing to a grandchild’s education helps them and their parents, and helps you stay connected in a meaningful way.

Last Month in the Markets – July 3rd – 31st, 2023: North American equity indexes added another 2 to 4 percent to their year-to-date advances on positive news on the inflation, jobs, and monetary policy fronts.

The Great Depression, which lasted almost four years, from August 1929 to March 1933, marked the threshold of what today is called “value investing.” That may seem strange because investors have been deploying their capital for centuries in pursuit of value.

Last Month in the Markets – June 1st – 30th, 2023: Equities rose at a substantially higher rate in June than the previous five months of the year. For example, the TSX is ahead 4% in 2023 with ¾’s of that gain occurring last month. The Dow rose 4½% last month and is now nearly 4% in-the-black for the year.

Last Month in the Markets – May 1st – 31st, 2023: Last month saw divergence among major North American equity indexes with two increasing and two decreasing in value.

Investments can deliver a major source of income and tax implications for individuals. Each major type of investment income is subject to different tax treatment.

Last Month in the Markets – April 3rd – 28th, 2023: Last month demonstrated the resiliency of equity markets. After a quick rise to begin the month, North American indexes suffered a hiccup.