Our Insights
Dollars and Sense
Bring intentionality to your life and your finances. Dive into some knowledge and insights directly from our Founder and Personal CFO.

Monthly Market Update - January 2025
Equity performance for the first month of 2025 was strong. The month included the inauguration of the 47th U.S. President, interest rate announcements, inflation and Gross Domestic Product data.
Published on
February 6, 2025
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Unstoppable Journeys
Unstoppable Journeys - Understanding Professional Liability Insurance with John Boone
In this episode of Unstoppable Journeys, John Boone (VP at Marsh Canada) shares with us what professional liability (E&O) insurance is and how it helps professionals and businesses manage risk.

Investments
Monthly Market Update - June 2024
Last Month in the Markets: June 3rd – 28th, 2024: Markets were mixed over the course of last month.

Unstoppable Journeys
Unstoppable Journeys - Personal and Professional Growth with Tyler Nicholetts
In this episode of Unstoppable Journeys, Tyler Nicholetts (Tyler Nicholetts Coaching) shares with us a solution to the problem of to get unstuck and achieve your personal and professional goals.

Unstoppable Journeys
Unstoppable Journeys - Design Your Life With Jamie Smith
In this episode of Unstoppable Journeys, Jamie Smith (Co-Founder and CEO of Amplify Advisors) shares with us a solution to the problem of getting unstuck and designing your own life.

Investments
Monthly Market Update - May 2024
Last Month in the Markets: May 1st – 31st, 2024: Equity indexes performed well during the first half of the month, before leveling-off and in some cases dropping before month’s end.

Investments
Monthly Market Update - April 2024
Last Month in the Markets: April 1st – 30th, 2024: While delivering 2% negative returns, Canada’s TSX managed to fare slightly better last month than U.S. equity indexes.

Unstoppable Journeys
Unstoppable Journeys - Solving Bullying With Alain Pelletier
In this episode of Unstoppable Journeys, Alain Pelletier (Professional Speaker) shares with us a solution to the problem of bullying.

Investments
Monthly Market Update - March 2024
Last Month in the Markets: March 1st – 29th, 2024: Despite its 31-day length, the observance of Good Friday, had the 2024 version of March with just 20 trading days in Toronto and New York.

Unstoppable Journeys
Unstoppable Journeys - Marketing and Messaging with Tara McLaughlin
In this episode of Unstoppable Journeys, Tara McLaughlin (CoFounder and CEO of Paper Crane) shares with us a solution to the problem of how to connect with your clients through branding and messaging.