ClearWater Market Commentary as of September 8, 2023
Hopeful signs on the inflation front helped the major benchmarks end with solid gains for the week, although stocks closed out their first negative month since February.
Author: ClearWater Private Wealth
ClearWater Market Commentary as of September 1, 2023
Hopeful signs on the inflation front helped the major benchmarks end with solid gains for the week, although stocks closed out their first negative month since February.
ClearWater Market Commentary as of August 25th, 2023
Benchmark returns varied for the week as investors seemed to react to mixed signals on the economy and the course of monetary policy.
ClearWater Market Commentary as of August 18th, 2023
Stocks were broadly lower as sentiment appeared to take a blow from a sharp increase in longer-term bond yields and fears of a sharp slowdown in China.
ClearWater Market Commentary as of August 11th, 2023
The major benchmarks ended mixed for the week, as investors weighed inflation data against worries over the recent rise in long-term interest rates.
ACPI Client Portal – Day 1 Client Instructions
Aligned Capital Partners Inc. (ACPI), our registered dealer, officially changed custodians on July 21st 2023, from National Bank Independent Network (NBIN) to CI Investment Services Inc. (CIIS). Although CI may not be a familiar name to most, they are an independent Canadian company offering global asset management and wealth management advisory services holding more than $330 billion in assets (as at June 30, 2022). Overall, this change will allow our team to more effectively and efficiently service our clientele, while maintaining our extensive and flexible product portfolio.
Quarterly Newsletter: Envision your retirement
A key to achieving a financial goal
It’s human nature to generalize our goals. “I’ve got to start exercising” is a common one. But a key to achieving a goal is to first identify one specific step. For example, starting to exercise becomes taking a brisk walk every day.
ClearWater Market Commentary as of July 7th, 2023
Positive growth and inflation surprises helped the major benchmarks round out a solid quarter on a high note, with the S&P 500 Index recording its best weekly gain since the end of March.
ClearWater Market Commentary as of June 30th, 2023
Positive growth and inflation surprises helped the major benchmarks round out a solid quarter on a high note, with the S&P 500 Index recording its best weekly gain since the end of March.
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ClearWater Market Commentary as of September 15, 2023
The major equity indexes finished mixed, with value stocks leading the market as U.S. benchmark West Texas Intermediate oil prices rose above $90 per barrel for the first time since November 2022.