Q4 2019 brought investors more positive returns to close out an exceptional year. In fact, in 2019 every major asset class was up, giving balanced investors double digit returns for the year. This was achieved with relatively low risk, as returns were positive in 10 out of 12 months.

WHERE WE STAND T...

During this quarter, investors have been bombarded with negative headlines including the trade war, inverted yield curve, negative interest rates, Hong Kong protests, Brexit, Saudi oil attacks and the recent impeachment inquiry. Given all this you might be surprised to learn market performance was s...

It's been a tough couple of weeks in the markets and I think the reasons are best summed up by Bloomberg’s “Wall of Worry”.

After 4 straight months of gains starting in January, markets pulled back in May as trade talks between the US and China deteriorated. June saw markets recover as the Federal Reserve signaled they would halt interest rate increases, and possibly cut them in order to stimulate the economy if nee...

The holidays are approaching fast, which means spending quality time with family and friends. If your family’s anything like mine, the markets are an inevitable subject of conversation. As such, I wanted to provide some investment commentary early so you can be well informed should the topic come up...