Always Darkest Before the Dawn

Can I still reach financial independence? What’s up with the markets? These are questions we all struggle with. It is a function of age. It is a function of debt (read mortgage), and it is also a function of desire. Desire means the propensity to save for your future.

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How to survive a bear attack

Humans have three ways of dealing with conflict: fight, flight, or freeze. In this bear market, many investors might be in freeze mode, keeping cash on the sidelines as global markets continue their rough ride. In the first six months of 2022, the S&P 500 was down -20.6% while the Nasdaq dropped -29.5%. The S&P/TSX, MSCI Europe, and MSCI EAFE also fell -11.1%, -15.5%, and -21.0%, respectively during this same period.[1] Investors holding on to cash may be waiting to see what will happen with the following issues.

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where is the bottom

Where is the Bottom?

It would be nice to know that answer but when it comes to market timing, one of Zoe’s favourite quotes comes to mind: “You are either lucky or you’re wrong.” Big stock downturns are normal, albeit unpleasant. Since 1950, the S&P 500 index has fallen more than 20% from its high on ten different occasions.

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April Newsletter - What’s Up with Inflation?

What’s Up with Inflation?

Wow, like most, we got a pretty good shock this past weekend at the gas pump and the grocery store. Inflation in Canada is at a whopping 5.7%. The Bank of Canada’s (BOC) 2% target rate seems to be way in the rear-view mirror and to add insult to injury, the BOC boosted interest rates by 0.50% last week…make it stop. 

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Tax-Free Savings Accounts (TFSAs)

November is Financial Literacy Month and so now is a great time to discuss the TFSA or as I wish they’d named it the TFIA (Tax-Free Investment Account).
These accounts have been around for over a decade, but the level of misuse is quite high. That’s not your fault.

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MarketRally

Market Rally and Risk

With the recent rise in Bitcoin, we have seen a re-emergence of neanderthal investing articles. “If you had bought $X of Bitcoin in year Y it would be worth $Z today.” These articles emerge whenever a stock or an asset experience a meteoric rise and ignore all context and everything we know about human behaviour

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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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