Luft Financial | Elevate your Wealth | Vancouver Wealth Management firm
Get fresh perspectives on the latest investment and financial news and trends from the Luft Financial team, as well as from leading experts in Canada and around the world.
2023 IAPW Tax Document Distribution Dates There are different mailing dates for different account types. Please click on the link below to view the expected delivery for both mail and online tax slips and reports. 2023 Important Year-End Information – Tax Document Distribution Dates
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January 2024 Portfolio Management Team Update By Elvis Picardo , CFA® , CIM, Senior Portfolio Manager, iA Private Wealth January 23, 2024 Market Review Global equities continued to rally in December, adding to November’s strong gains and capping a stellar fourth-quarter performance that contributed substantially to 2023’s unexpectedly robust results. The rally was fuelled by […]
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December 2023 Portfolio Management Team Update By Elvis Picardo, CFA®, CIM, Senior Portfolio Manager, iA Private Wealth December 15, 2023 Market Review Global equities broke their three-month losing streak by staging an unexpectedly strong rebound in November to post their best monthly gain in three years. The rally was sparked by the Federal Reserve’s November […]
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November 2023 Portfolio Management Team Update By Elvis Picardo, CFA®, CIM, Portfolio Manager, iA Private Wealth November 23, 2023 Market Review Global equities extended declines in October, falling for three straight months for the first time since the summer of 2022. However, the November 1 announcement by the Federal Reserve that it was holding off […]
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October 2023 Portfolio Management Team Update By Elvis Picardo, CFA®, CIM, Portfolio Manager, iA Private Wealth October 25, 2023 Market Review September lived up to its reputation as the worst month of the year for stock markets, with global equities posting significant declines as rising bond yields fueled concern that interest rates would stay elevated […]
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September 2023 Portfolio Management Team Update By Elvis Picardo, CFA®, CIM, Portfolio Manager, iA Private Wealth September 20, 2023 Market Review Global equities retreated in August, after posting their best performance in the first seven months of a year since 2009, as uncertainty about the future trajectory of interest rates – fueled by stubbornly high […]
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