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I began my journey as an investment advisor in the waning months of 1999, just in time to experience the dot-com bubble bursting in 2000. Then in September 2001 the markets plunged on 911, just to rise into 2002 and then shave off almost 4 years of growth. The correction of the century, the Great Financial Crisis of 2008 saw a steady decline of 50% off global stock markets. There was the bear market of 2011 which quickly stripped 20% off the S&P 500 and then 2015 over a few short months $10 trillion dollars was wiped off of global markets. The most recent correction was in the last quarter of 2018 with almost 20% being taken off the markets leading into Christmas.

Has the Market Caught the Corona Virus? With news of the corona virus spreading outside of China, US markets (S&P 500) dropped more than 6% over Monday and Tuesday’s trading sessions, and erased more than $1.7 trillion of its value. This marks the largest 2-day drop since the flash crash of August 2015, and is the catalyst behind this update to our 2019 Investment Fire Drill note.

Despite escalating trade tensions between the United States and China, Brexit uncertainty, and a slowdown in the global economy, the year progressed in an unexpectedly pleasant fashion.

Global stock markets experienced a volatile third quarter of 2019. Equities found some support, as key central banks in developed and emerging markets (EMs) cut interest rates or indicated a readiness to do so if needed to sustain economic growth....

Give the gift of education A Registered Education Savings Plan (RESP) allows family members to contribute money towards the education of a child. The earlier contributions start, the longer the investment will enjoy tax-deferred growth.

Global equity markets had modest returns in the third quarter after a stellar first half of the year. Markets traded sideways due to 3 main factors--a slowing global economy, which affected company earnings...

Global stock markets collectively gained in the second quarter of 2019. Indications that several key central banks may be prepared to lower interest rates if the economic outlook worsens boosted equities....

We have talked about how fire drills are the key to responding appropriately when a fire emergency happens. By practicing the responses multiple times, we are able to condition our responses so that they are automatic. Plus, we have a sense of how we might feel during the emergency.