Please click on the link below for the current Market Insights newsletter from Wellington-Altus’ Chief Market Strategist, Dr. James Thorne, PH.D.
For anyone who may not have been paying attention, it may come as a shock to hear that Canadian bank stocks are collectively down more
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 of inflation and deflation. In the world of economic policy, the Federal Reserve finds itself delicately engaged in a balancing act akin to a tightrope walker traversing a starlit sky obscured by clouds.
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.
Download this article as a PDF. BACKGROUND The Alternative Minimum Tax (AMT)1 is a second, alternate tax liability calculation that Canadian individuals and trusts must consider
Capping off what felt like the worst equity market performance year we have seen since the Great Financial Crisis (GFC), 2022 was a year that we will likely not soon forget. A seemingly atypical year, with market participants having endured a rather unique situation of both equities and bonds falling in unison, an occurrence that has only happened less than a handful of times in the past century.
Download this article as a PDF. If you are collecting or have applied to collect your Canada Pension Plan retirement pension benefits (CPP) and have
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 Financial Inc. (Wellington-Altus) is the parent company to Wellington-Altus Private Wealth (WAPW), Wellington-Altus Private Counsel (WAPC) and Wellington-Altus Insurance Inc. (WAII). Wellington-Altus (WA) does not guarantee the accuracy or completeness of the information contained herein, nor does WA 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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