Insights

Love and care, long distance

Even as we return to activities with family and friends, lessons we learned during the pandemic can help keep us connected with people we don’t see often. We should take what we’ve learned about congregating digitally – you’re a pro … Love...

Weekly Headings

Key Takeaways Market still anticipating a faster Fed tightening cycle Political leaders will amplify pressures on OPEC+ Election results may encourage congressional compromise This month marks 30 years since the release of the Disney Classic, Beauty...

Monthly Market Commentary – November 2021

Remember, Remember The Importance of November   Chris Bailey, European Strategist, Raymond James Investment Services “The month of November makes me feel that life is passing more quickly” – Henry Rollins October was generally a positive month...

Budget Newsletter – October 2021

THE BUDGET BACKGROUND Less than eight months ago, Rishi Sunak presented a Budget that was anticipating the ending of the pandemic’s impact on the UK economy. He announced extensions and end dates for the furlough scheme, the self-employed income...

Weekly Headings

Key Takeaways GDP is ‘old news’ vs. real-time activity metrics Biggest week of Q3 earnings season next week Company commentary focus: bottlenecks, demand & visibility Out with the old, in with the new! This is a phrase used in all …...

Solidify Your Family Legacy by Preparing Your Beneficiaries

Careful planning and open communication is critical for the successful transition of family wealth and values. You’ve achieved a certain level of success, and you understand that the privileges of significant wealth come with challenges in equal...

Weekly Headings

Key Takeaways US economy will gain momentum heading into 2022 Companies taking action to mitigate supply chain issues Productivity gains will keep margins at healthy levels Tomorrow is National Dictionary Day! Whether spoken or written, the power of...

What’s Your Money Mindset?

Understanding your motivators can help you better control your wealth journey. Sensible about pounds and pennies? More carefree than careful? Planner or play-it-by-ear? Your money personality affects more than just your portfolio, it likely affects...

Weekly Headings

Key Takeaways Seasonal trends may shift to become a tailwind Stagflation scares overblown as economy remains resilient Comparison to 2011 debt ceiling crisis misplaced The fall season began a few weeks ago, and while the leaves and temperatures may...

Investment Strategy Quarterly October 2021

The latest edition of Investment Strategy Quarterly is available to download. Featured in this issue: The World Awakens When Rubber Hits the Road U.S. Economic Outlook: Fiscal Policy Beyond The Pandemic Emerging Markets: An Uneven Recovery Biden’s...

Does Your Estate Plan Account for Your Digital Assets

Online services, important documents and family mementos can carry great value. Unlike tangible items like heirloom jewellery and vacation homes, or intangible but well-established considerations like financial securities and accounts, digital assets...

Weekly Headings

Key Takeaways The Fed exercises patience in policy adjustments yet again Government shutdowns have not led to dramatic declines Delta variant has not hindered consumer spending A September Slowdown? The US economy has had its foot on the gas pedal...

10 Common Scams and How to Avoid Them

In times of increased uncertainty, people can become more susceptible to fraudsters who make a living through distributing sophisticated scams. Some scams are engineered to appear as if they have been distributed by legitimate organisations, others...

Raising Smart Spenders and Savers

Key financial lessons to teach your children as they grow. Talking to kids about money can be awkward, but it’s important. That’s the takeaway from a recent T. Rowe Price survey, which showed that parents consider topics like death and …...

Weekly Headings

Key Takeaways The Fed learned its lesson about transparency Quantitative easing fulfilled its goals of stability & liquidity US yields remain attractive on a relative basis The lights are on and the stadiums are packed which means football is...

Embracing Sustainability Can Benefit Your Business

Explore tips for going green in the workplace. Green life, sustainable mutual funds, buying local, the “buy nothing” movement, plastic-free living, eco-fashion, electric vehicles. You’ve seen all the headlines about reducing your impact on the...
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