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News & commentary

News & commentary

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.

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September 2021 Portfolio Management Team Update

Market & Economic Environment As global equities continued to advance in August, year-to-date gains for many major indices around the world ranged from 18% to 20%. The TSX rose 1.5% last month, bringing its year-to-date gain to 18.1%. Most groups in the index rose, led by information technology, communication services and industrials, while decliners were […]

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Return of Premium riders – Getting your Money Back from an Insurance Policy

If you’re like most people, you probably don’t like paying for insurance. After all, you only get to use Critical Illness insurance when you get sick, and Disability insurance after you’ve been hurt. Neither of those scenarios is desirable. While Critical Illness and Disability insurance can certainly protect you against these potential risks, both these […]

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August 2021 Portfolio Management Team Update

Market & Economic Environment Global equities turned in a mixed performance in July, with North American and European indices adding to their substantial gains from the first half of the year, while some major Asian bourses including Hong Kong, China and Japan posted significant declines for the month. The TSX advanced 0.61% last month, bringing […]

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Semi Annual Review: First Half of 2021

Luft Financial model portfolio updates help you understand the complexity of your assets, better manage them & develop successful investment strategies. Click here to read Elvis Picardo’s review: Model Portfolio Update_2021 First-Half Review_Final

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The Market & Economic Environment

Market & Economic Environment

Equities continued to power ahead in June, as the TSX Composite traded over 20,000 for the first time and the S&P 500 capped its second-best performance in the first half of a year since 1998. The TSX advanced 2.2% last month, led by outsized gains in the technology sector (+18.2%); the energy sector rose 5.8% […]

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Critical Illness Insurance… For the Kids

Insurance for children may seem odd at first glance, but if you look closer, you may find a few great reasons to consider it. First, approval for a Critical Illness insurance policy is, in part, underwritten based on family medical history. If you get sick, your children may not be able to get approved for […]

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