It may have been a shortened trading week due to Monday’s holiday but there was no shortage of market moving news. Surge in Japanese Bond Yields – Tuesday morning brought two main events, the first of which was a surge in Japanese Bond yields. They rose across all durations, with the 10 year JGB yield […]

There are certain terms we all hear in the financial press each day that we may not fully understand. A client was wise enough to ask for clarification on one such term – index funds. Let’s take a look (one word at a time) What is an index? An index is a collection of specific […]

It’s been an eventful start to 2026! Let’s look at a few things that happened so far this year: Venezuela – In early January, US launched a military intervention in this oil-rich country and took its President into custody. The US has now taken over Venezuela’s oil industry. The oil is heavy crude which requires […]

Tax time – it comes around so quickly doesn’t it? While it may feel like you just finished 2024 taxes, it’s already time to start getting things together to finalize 2025’s edition. While the deadline isn’t until April, the earlier you get all your information together (for your own preparation or that by your tax […]

Congratulations! You made it thru another year of being an investor! 2025 was quite the ride that ended up very well for most investors. International equity markets had a stellar year, as did many commodities. US equity markets held their own and fixed income posted impressive returns as well. All in all, 2025 was a […]

What would a new year be without some resolutions? I talked with two clients this week about a common resolution – budgeting! Specifically, they were trying to get a handle on their spending so they could set a savings plan/approach for the upcoming year and beyond. Let’s be honest – tracking expenses can be a […]

As we approach the end of 2025, I had a good discussion with clients about returns and various ways to evaluate them. I thought it would be a helpful discussion to share This picture is the perfect one to summarize the concept of market returns and how to evaluate returns. As the famous saying goes […]

The years sure do fly by! 2025 was no exception. A lot happened this year in the investing world (tariff tantrum, AI trade, AI bubble panic, ongoing Fed drama, and many more events). All told, it was a great year to be an investor, with most major indexes exceeding their long-term return expectations by meaningful […]

The Federal Reserve was back in focus this week as the US central bank announced its December rate decision. This rate move has been a topic of much debate in markets ever since the last cut was announced. Markets were anticipating a cut, with 88% odds of such a move in advance of the meeting. […]

A major business transaction has been in the news the past week – namely the proposed acquisition of Warner Brothers Discovery by Netflix. This transaction has quickly turned into a real-life movie with plenty of drama and suspense in the days since it was announced (spoiler alert – this is likely to continue for months […]