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Model Review 2022 Outlook (and 2021 review)

Markets have been unusually volatile so far in 2022. Our attached Model Portfolio Update provides some insights into our outlook for the rest of the year, and our strategy for dealing with evolving market conditions. Model Portfolio Update 2021 Review & 2022 Outlook

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Research Insight iA Private Wealth – February 2022

Below is a detailed research insight from James Gauthier, head of the Investment Products & Platform Team at iA Private Wealth.  In it, James recounts how building long-term wealth is achieved by first developing a plan, and then sticking to it throughout periods of volatility. Reach out to the team with any questions or concerns […]

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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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