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September 2022 Portfolio Management Team Update

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

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

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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In the news…

The Luft Financial Team has won a 2022 5-Star Top Teams Award by Wealth Professional Magazine!

Wealth Professional Magazine

Elvis Picardo is featured in a 2022 Reuters article!
Reuters

Robert Luft has been recognized as one of Canada’s Top Wealth Advisors by Globe & Mail 2021!

Globe & Mail Canada’s Top Wealth Advisors

The Luft Financial Team has won a 2021 5-Star Top Teams Award by Wealth Professional Magazine!

Wealth Professional Magazine

Robert Luft makes his 6th consecutive appearance on the Top 50 Advisors list in Wealth Professional Magazine!

Wealth Professional Magazine