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Articles & Insights

Spring Update Thumbnail

Spring Update

Happy Spring. Headline news is as sensational as it has ever been these days. So much has changed just since the fall of last year; a war in Eastern Europe and raging inflation has gripped everyone’s attention. Q1 2022 was not a good quarter for investors, both equity markets and bond markets were down, some with more conservative portfolios actually fared worse than those with predominantly equity portfolios. In times like these it is more important than ever to take a step back, keep things in perspective and think through fundamentals. Not just fundamentals on investment policy, but revisiting your own cashflow analysis, needs for the future, projected net worth – the work that we’ve always done to gain perspective on how we are trending in order to help us make better decisions today.

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Ukraine and Market Volatility  Thumbnail

Ukraine and Market Volatility

In uncertain times, our highest priority is helping our clients keep emotions out of investing and ensuring you remain focused on your long-term financial goals.

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Trust the process Thumbnail

Trust the process

EdgePoint portfolio manager Andrew Pastor discusses why their investment approach is repeatable despite the unpredictable sources for their business ideas.

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Straight up, no sweetener - What's causing the recent market volatility and selloff? Thumbnail

Straight up, no sweetener - What's causing the recent market volatility and selloff?

The start of 2022 hasn’t been kind to U.S. equity investors. As of Friday, early afternoon, the Dow Jones Industrial Average, S&P 500, and NASDAQ Composite price indices are down approximately 5%, 7%, and 11%, respectively since the calendar changed to 2022. The NASDAQ has also fallen into correction territory, as it is down more than 10%. What are the reasons for the market weakness?

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