Q3 2025: Chartbook Market Comment + Video Interview
July 8, 2025

Markets Hold Steady Amid Geopolitical Tensions and Uncertain Rate Cuts Despite a dramatic turn of events in the Middle East, marked by a U.S. strike on Iranian nuclear facilities, markets have shown surprising resilience. Oil prices dipped

Read More: June 2025
June 5, 2025

Holding Steady Amid Global Shifts The Bank of Canada held its policy rate at 2.75% this week, signaling a cautious approach amid shifting global trade dynamics and cooling inflation. With GDP expected to slow, unemployment on the rise

Q2 2025: Chartbook Market Comment + Video Interview
April 2, 2025

Navigating Economic Uncertainty: Interest Rates, Trade Tensions, and Market Resilience The Bank of Canada and the Federal Reserve recently made significant moves with their interest rates, but that’s just the

Read More: February 2025
February 5, 2025

Market Volatility Returns: How Trump’s Policies and Rate Cuts Are Shaping the Economy Donald Trump’s return to the White House has reignited market turbulence, with social media posts once again

Q1 2025: Chartbook Market Comment + Video Interview
January 8, 2025

2024 in Review: A Stellar Year for Investors and What’s Next 2024 offered valuable insights for investors, with declining interest rates, steady earnings growth, and strong economic performance in developed

Read More: December 2024
December 4, 2024

Markets Surge Amid Post-Election Optimism, Trade Tensions Mount Introducing the December 2024 edition of our Chartbook Market Comment slides.  Global markets hit record highs post-election, but Trump’s tariff threats signal

The Seasons of Planning
October 11, 2024

OCEANFRONT BLOG The Seasons of Planning: Fall as a Time for Philanthropy and Family Legacy As the leaves begin to change and the air grows crisper, the shift from summer