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Quarterly Newsletter: How is your financial wellness?

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.

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.

Quarterly Newsletter: Quiet the noise

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.

Quarterly Newsletter: A key to achieving a financial goal

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.

Quarterly Newsletter: Taking care of your financial peace of mind

Is there opportunity in market volatility? When markets are volatile, everyone’s pleased with the upswings, perhaps eagerly checking out their portfolio balance. But the downswings can be another story. Maybe those portfolio balances still get checked, but nervously.

Quarterly Newsletter: Is there opportunity in market volatility?

Is there opportunity in market volatility? When markets are volatile, everyone’s pleased with the upswings, perhaps eagerly checking out their portfolio balance. But the downswings can be another story. Maybe those portfolio balances still get checked, but nervously.

Quarterly Newsletter: RRSP contributions should reinforce, not rearrange, your portfolio strategy

What will the new year bring from an investing point of view? None of us has a crystal ball, of course, but we are confident that well-diversified clients are set up to face whatever the new year has in store for us.

Indexes Rocket Higher – November 6, 2021

The S&P 500 index closed up 2 % this week. The Nasdaq 100 soared, up 3.21% which is 6.44% in the last two weeks! The charts are in an uptrend, and most of my indicators continue to point higher. All indexes closed at new highs, including the Russell. Semiconductors, airlines, home builders, hotels, all continued higher. Was this the sunrise for the next round of higher highs on Semiconductors? The ducks on the pond are all heading towards it! Looks similar to what the market did this week!

We still have some problems in the industrial commodities. They didn’t plummet, it is just that they badly underperformed the indexes. Big stuff like tech and discretionary continue to move higher. Options trading is soaring in total contracts as investors take large positions in TSLA, MSFT, FB, GOOGL. For some reason railroads and trucking rolled over while airlines turned up.

It’s not all easy out there. 84 stocks were down more than 15% on the week. Just when you think the water it safe, some significant portfolio damage shows up. I wrote a separate article on that on Saturday under the articles tab on the website.

Bond prices continued to rise this week and the bond price charts breaking out of a downtrend. An interesting chart is shown below where it looks as though the bond yields chart leads the stock market by 2-3 months. Will this signal a drop in the stock market to start the new year? The falling yields helped home builders and hurt financial stocks.

Currencies were mixed, but it looks like the Euro wants to rise. The Canadian Dollar was falling. Bitcoin made a nice move Sunday night.

Summary: Tech is going higher. Industrials also seem ready to move. Bitcoin is breaking out tonight. Commodities get more cautious. I like the gold trade setup.

Click the link below to continue reading….

Indexes-Rocket-Higher-Nov-5

Quarterly Newsletter: Take financial stock to make change happen

Savings and investments may be the last thing on your mind as you enjoy our all-too-short summer. We can’t blame you! We hope you and your loved ones are safe and secure and can truly enjoy the warm days ahead.