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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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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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Managing your Mortgage in Today’s Rising Rate Environment 

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  

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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Model Portfolio Update 2022 First Half Review

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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Save for Your Children and Yourself Using the Same Dollar

Save for Your Children and Yourself Using the Same Dollar As we near the end of another school year, many Canadian children will be graduating and moving into a post-secondary school/program in the fall. The children may or may not have a savings plan to help fund this education, and with the cost of everything […]

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