Global Markets Commentary 2024 in Review: The Year of the Electorate

For investors, 2024 was a stellar year despite fears that politics and geopolitics would wreak havoc on the markets. What better proof that politics don’t belong in your portfolio....

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Consider tax-loss selling in your year-end planning

Before the end of the year, it is a good idea to review your investment portfolio and consider engaging in a tax-loss selling strategy....

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Investment Strategy

We don’t often think of Switzerland and Canada leading the developed world, but that is exactly what these two countries have recently done, at least in terms of central bank rate cuts....

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4 Things High-net-worth Women Should Look For In An Advisor

Historically, women haven’t been thought of as controlling significant wealth, but that trope is quickly disappearing as trillions of dollars get passed down from one generation to the next....

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