MONTHLY MARKET REPORT: OCTOBER 2020

MONTHLY MARKET REPORT: OCTOBER 2020

Monthly Market Report: October 2020 Increased Volatility as Investors Digest Elections Prepared by Brandon Yee, CFA, CAIA, and Thomas Connelly, CFA, CFP® DEVELOPED MARKETS Developed Markets Plateau in October In the month of October, international developed stock...
MONTHLY MARKET REPORT: OCTOBER 2020

MONTHLY MARKET REPORT: SEPTEMBER 2020

Monthly Market Report: September 2020 Investments with uncorrelated returns proving to be valuable Prepared by Brandon Yee, CFA, CAIA, and Thomas Connelly, CFA, CFP® DEVELOPED MARKETS Developed Markets Plateau In the month of September, international developed stock...
MONTHLY MARKET REPORT: OCTOBER 2020

MONTHLY MARKET REPORT: JULY 2020

Monthly Market Report: July 2020 Government Stimulus Propels Developed Markets Prepared by Brandon Yee, CFA, CAIA, and Thomas Connelly, CFA, CFP® DEVELOPED MARKETS In the month of July, international developed stock markets returned 2.66%. Canada and the U.S. recorded...
Financial Tips to Know When You Welcome a Baby to the Family

Financial Tips to Know When You Welcome a Baby to the Family

Financial Tips to Know When You Welcome a Baby to the Family Ryan Munroe, CFP® My wife and I recently welcomed a new addition to our family, a baby boy that we couldn’t be more excited about. Adding a chair to the dinner table can be a tremendous source of joy and...