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Q2 Market Update: Another solid quarter but there may be some volatility ahead?

Baun & Pate Investment Group July 11, 2024 Quarterly Updates

The second quarter turned out to be another strong one as artificial intelligence (AI) and technology names continued to power indexes higher. From November of ...

Thoughts from our Wealth Planner – Letter to your Executor

Baun & Pate Investment Group May 13, 2024 Wealth Planning

People often ask me, "What's in a Wealth Plan?" Well, a lot depends on what matters most to you. Generally speaking, we can break it ...

Highlights from the 2024 Federal Budget

Baun & Pate Investment Group April 17, 2024 News and Research

The 2024 Federal Budget, tabled on April 16, 2024, provides a mix of expected measures and a few surprises. In line with the announcements leading ...

July Market Insights: Navigating The Dual Revolutions

Baun & Pate Investment Group July 2, 2024 Market Insights

Mark Twain once delivered a sobering reminder of humanity’s tendency to disregard transformative ideas while allowing misconceptions to persist. As we stand on the precipice ...

June Market Insights: The Grand Chessboard

Baun & Pate Investment Group June 4, 2024 Market Insights

In the complex arena of global finance, as in geopolitics, strategic positioning can be just as crucial as raw power. This insight comes from Polish-American ...

Q1 Market Update: A great start to the year, is there more to come?

Baun & Pate Investment Group April 5, 2024 Quarterly Updates

The first quarter is now behind us and what a first quarter it was for equity markets. The fears of recession that we have been ...

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.