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.
September 2022 Portfolio Management Team Update By Elvis Picardo, CFA®, CIM, Portfolio Manager, iA Private Wealth September 15, 2022 Market Review and Economic Environment The summer rally that had enabled U.S. indices to claw back half their 2022 losses by mid-August came to a grinding halt in the second half of the month (Figure 1). […]
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Dollar-Cost Averaging – A Strategy for Times of Market Volatility For anybody that isn’t familiar with the term “Dollar-Cost Averaging”, it is a strategy that requires you to buy a set amount of the same investment(s) (whether that is a stock, mutual fund, etc.) in regular intervals regardless of market conditions. Anybody that makes regular […]
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August 2022 Portfolio Management Team Update By Elvis Picardo, CFA®, CIM, Portfolio Manager, iA Private Wealth August 24, 2022 Market & Economic Environment After a dismal first half, global equity indices rebounded strongly in July, led by U.S. indices on Q2 earnings that were better than expected, and optimism that the Federal Reserve would raise […]
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Managing your Mortgage in Today’s Rising Rate Environment What’s happening with mortgage rates? On July 13, the Bank of Canada raised its benchmark interest rate by a full percentage point – the biggest hike since 1998 – in an attempt to cool off inflation, taking the rate to 2.5%. Major Canadian banks promptly raised their […]
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July 2022 Portfolio Management Team Update By Elvis Picardo, CFA®, CIM, Portfolio Manager, iA Private Wealth July 15, 2022 Market & Economic Environment Global equity indices plunged in June, capping an exceptionally challenging first half of the year, as recession concerns escalated amid softening economic data and tighter monetary policy. The TSX Composite tumbled 9.0% […]
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The first half of 2022 was an exceptionally challenging period, as stocks and bonds plunged amid concerns about inflation, recession and rising interest rates. Our attached Model Portfolio Update reviews market and portfolio developments in the first half, and updates our outlook for the remainder of 2022. Model Portfolio Update 2022 First Half Review
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