melnyk-wealth-management

Newswire

Market Insights – December 2022

Referencing the cause and effects of significant events over the past several years that have impacted the markets, Dr. James Thorne, Chief Market Strategist at Wellington-Altus Private Wealth, maintains his stance that despite the noise, everything is going to be fine in 2023.

Recent Posts

March Market Insights: There is no Bronze Medal

The capex surging into AI looks less like froth and more like strategic reconstruction. In his March Market Insights, James Thorne explores how this capex supercycle is reshaping U.S. economic expansion—and why markets may be getting this key aspect of the AI story wrong.

Read More »

Quarterly Investment Insights – Winter 2026

It is the end of an era: after 60 years at the helm, one of the world’s most closely watched investors has stepped down as CEO. Very few people stay in one role for six decades. For context, the median tenure with a single employer dropped to 3.9 years in the U.S., while the average working life spans roughly 37 years.1 This puts into perspective the remarkable length of Warren Buffett’s leadership of Berkshire Hathaway—nearly twice the span of a typical career. Even if you don’t subscribe to Buffett’s investing philosophy, the scale of his accomplishments is clear. After taking control in 1965, he transformed Berkshire from a struggling textile mill into a multi-national conglomerate holding company, growing its share price from about $19 to roughly $745,000—a cumulative gain of nearly 4,000,000 percent! In 2024, Berkshire became the first U.S. non-tech company to surpass a trillion-dollar market capitalization.

Read More »

The opinions contained herein are the opinions of the author and readers should not assume they reflect the opinions or recommendations of Wellington-Altus Private Wealth. Assumptions, opinions and information constitute the author’s judgement as of the date this material and subject to change without notice. We do not warrant the completeness or accuracy of this material, and it should not be relied upon as such. Before acting on any recommendation, you should consider whether it is suitable for your particular circumstances and, if necessary, seek professional advice. Graphs and charts 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. All third party products and services referred to or advertised in this presentation are sold by the company or organization named. While these products or services may serve as valuable aids to the independent investor, WAPW does not specifically endorse any of these products or services. The third party products and services referred to, or advertised in this presentation, are available as a convenience to its customers only, and WAPW is not liable for any claims, losses or damages however arising out of any purchase or use of third party products or services. All insurance products and services are offered by life licensed advisors of Wellington-Altus.