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Q1 Market Update and Our Outlook

April 9, 2026 Quarterly Updates
Markets have had an uneven start to the year, with volatility driven by inflation, interest rate expectations, and geopolitical developments. After the strong returns of ...
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April Market Insights: Bretton Woods 2.0, the New Great Game, and Trump

April 9, 2026 Market Insights
Here begins the Great Game Download this PDF here. U.S. President Donald Trump’s second term is not just another burst of tariff theatre; it is ...
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Our perspective on recent market volatility

March 9, 2026 Market Insights
With markets reacting to developments in the Middle East and oil prices moving higher, we wanted to briefly share our perspective on what is happening ...
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March Market Insights: There is no Bronze Medal

March 4, 2026 Market Insights
Markets are not pricing that reality. Investors still treat the AI build-out as marginal cloud spend or another overhyped software cycle. They debate whether Big ...
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Our thoughts as we head into 2026

January 8, 2026 Quarterly Updates
We hope you had a wonderful holiday season and were able to enjoy some quality time with friends and family. As we begin the new ...
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February Market Insights: Fortress America and the Colony Next Door

February 5, 2026 Market Insights
Historians are likely to regard Donald Trump’s presidency as a pivot—as significant as any in U.S. history comparable to the Jacksonian turn, the New Deal, ...
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Exciting Update – Our New Name, Same Commitment to You

August 28, 2025 News and Research
We have some exciting news to share with you. After much thought and reflection, Baun & Pate Investment Group has a new name: Aspire Wealth ...
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Deadline Reminder: 2025 Prescribed Rate Loan Interest Payment

January 26, 2026 News and Research
Clients who have implemented a prescribed rate loan should be reminded to pay the appropriate interest relating to the 2025 year on or before January ...
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Baun & Pate Investment Group, 5-Star Advisory Team 2025

July 28, 2025 Awards and Achievements
Congratulations to Baun & Pate Investment Group for being recognized as a 5-Star Advisory Team with Wealth Professional Canada Magazine.
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The information contained herein has been provided for information purposes only.  The information has been drawn from sources believed to be reliable.  Graphs, charts and other numbers are used for illustrative purposes only and do not reflect future values or future performance of any investment.  The information does not provide financial, legal, tax or investment advice.  Particular investment, tax, or trading strategies should be evaluated relative to each individual’s objectives and risk tolerance.  This does not constitute a recommendation or solicitation to buy or sell securities of any kind. Market conditions may change which may impact the information contained in this document.  Wellington-Altus Private Wealth Inc. (WAPW) does not guarantee the accuracy or completeness of the information contained herein, nor does WAPW assume any liability for any loss that may result from the reliance by any person upon any such information or opinions.  Before acting on any of the above, please contact your financial advisor.

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