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Our Insights, Blogs
& Publications

Cracking the Credit Code Thumbnail

Cracking the Credit Code

In this edition of Friday5, we are excited to be joined by Wade Arseneault, a Mortgage Specialist with Manulife Bank. Wade shares his insights on credit scores and gives us a deeper understanding of how they work and their importance to our financial health.

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Client Letter Q3 2024  Thumbnail

Client Letter Q3 2024

Global markets performed well in the third quarter of 2024, continuing their positive trend this year. This was influenced by factors such as strong corporate profits, lower inflation, and interest rate cuts by central banks worldwide.

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Where Do We Go from Here: Mid-Year Outlook Thumbnail

Where Do We Go from Here: Mid-Year Outlook

In this edition of Friday5, we are pleased to welcome Mike Greenberg a vice president and portfolio manager for Franklin Templeton Investment Solutions. Mike shares his thoughts and outlooks on the current market, specifically regarding inflation and fixed income, and how he and his team are using this knowledge to position the Quotential portfolios.

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Using the Medicine Wheel to Pilot Your Retirement Journey Thumbnail

Using the Medicine Wheel to Pilot Your Retirement Journey

I had the opportunity to participate in a guided Vortex and Medicine Wheel ceremony. The symmetry between the medicine wheel and retirement left me with the understanding that: Retirement is not an ending to one’s journey, but if thoughtfully embraced, can be a very powerful beginning. Here’s an outline of how the medicine wheel philosophy can pilot your retirement journey into full flight.

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The Medicine Wheel & Retirement: A New Beginning Thumbnail

The Medicine Wheel & Retirement: A New Beginning

In this edition of Friday5, Marc welcomes Akal Jaggs, a shamanic practitioner in Sedona, Arizona. Akal shares his experience and the history with the medicine wheel as well as describing to us how it can be used to see retirement as a new beginning, not an end.

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Market Update: Q3 2023 Thumbnail

Market Update: Q3 2023

he markets have been volatile recently because inflation has not declined as expected, and interest rates remain high. Investors had thought central banks would have started discussing interest rate cuts by now, but that has yet to happen.

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