Q3 2023 Quarterly Compass Newsletter
As we move forward, we remain steadfastly committed to continual improvement. In this spirit, we wanted to use this opportunity to re-introduce Calendly. When you receive an email reminder of an upcoming Wealth Road Map Review Meeting or Wealth Strategy Call, we will include a link to a feature called Calendly. Calendly allows you to directly book […]
October Market Insights: Is There Something Rotten In The State Of Canada?
October 3, 2023 The Inconvenient Truth: An Alternative Narrative “Something is rotten in the state of Denmark” – William Shakespeare, Hamlet Download this PDF here. In the grand theatre of Canadian economic governance, a clandestine struggle is waging, echoing the dramatic narratives of Shakespeare’s Hamlet. Prime Minister Justin Trudeau, once dismissive of monetary policy, now […]
Investment Insights – Fall 2023
Download PDF here The Golden Years: More Golden Chances are “you might live longer than you think.” This was the longevity message of a Wall Street Journal article earlier this year.1 Indeed, we are living longer and healthier lives — half of those born today are expected to live to the centenarian age of 100.2 […]
September Market Insights: The Fed’s High-Wire Act
September 13, 2023 Discretion is the Better Part of Valour “We are navigating by the stars under cloudy skies.” – Chairman Jerome H. Powell, August 25, 2023 Download this PDF here. The adage, “Discretion is the better part of valour,” has never been more pertinent as the U.S. Federal Reserve cautiously navigates between the perils […]
August Market Insights: Unveiling The Crystal Ball
August 16, 2023 A Glimpse Into The Future Of Financial Markets From 2024 To 2030 Download this PDF here. In early 2021, I presented a thesis regarding the latest inflation episode and its potential economic implications. At that time, I shared a perspective that differed from the prevailing narrative. Allow me to recapitulate my viewpoint. […]
Wall Street Is About To Embrace Crypto, And It’s Not What You Think!
July 10, 2023 A New Era Is Upon Us Download this PDF here. “Nothing is more powerful than an idea whose time has come.” – Victor Hugo There is an old saying, “never let a good crisis go to waste.” And true to form, Wall Street is capitalizing on the current chaos within the digital […]
Kluge Wealth Advisory Group – Quarterly Compass Newsletter
Before we get into this quarter’s Quarterly Compass Newsletter, I want to congratulate Kyle and his wife, Devon, on the arrival of their son Landen!!! May 27th also marked our first anniversary at Wellington-Altus Private Wealth. I would also like to take a moment to thank each of you for joining us and for and […]
Investment Insights – Summer 2023
Link to the PDF The Future Looks Bright, Indeed! It has been said that millennials — those born from 1980 to 1994 — were the first generation worse off than their parents financially. Skyrocketing housing prices, a higher cost of education and a challenging economy, among others, were to blame. And while things didn’t look […]
June Market Insights: Is AI The Next Goldrush?
June 8, 2023 Terminator vs. R2-D2 Download this PDF here. Hollywood and Artificial Intelligence (AI): The Emotional Scars Are With Us Today In the movie Terminator, a dystopian society is under attack by artificially intelligent robots that are hell bent on the destruction of the human species. Skynet is the ultimate doomsday machine, a self-aware […]
May Market Insights: The FTX Fiasco Has Nothing To Do With Blockchain Adoption.
May 11, 2023 Download this PDF here. “Corruption, embezzlement, fraud, these are all characteristics which exist everywhere.” — Alan Greenspan When one thinks of blockchain, one quickly thinks of Bitcoin, NFTs, and cryptocurrencies. Just as so many confuse Mark Twain’s Huckleberry Finn with Tom Sawyer, to the point where the rock band Rush makes satirical […]