Wealth Management Insights

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:

We all know the cost of goods and services rises over time. Single postage stamps that cost 85 cents just 3 years ago now cost a dollar. The same thing has happened to virtually everything we purchase.

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%.

Retirement planning is an inevitable stage in everyone's life. What determines whether you will be in a stable financial state during that period is how you have been able to save and invest during your active days.

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. 

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.

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.

If you have questions about financial planning in Calgary and wealth management in Calgary or would like to explore your options, connect with us to speak with a financial advisor in Calgary and get the answers you need to achieve your goals.

If you have questions about financial planning in Calgary and wealth management in Calgary or would like to explore your options, connect with us to speak with a financial advisor in Calgary and get the answers you need to achieve your goals.