News & Commentary

May marks the beginning of the six-month period (May to October) when stocks have historically underperformed the other six months (November to April). This performance differential is the root cause of the well-known “Sell in May and go away” market adage. Click here to read our latest market bulletin.

Luft Financial model portfolio updates help you understand the complexity of your assets, better manage them & develop successful investment strategies. Click here to view our latest model portfolio update.

Market & Economic Environment: Global equities shrugged off tepid economic data and a U.S. yield curve inversion in March to finish an exceptional first quarter on a positive note. The TSX Composite added 0.6% last month, bringing its Q1 gain to 12.4%, its best quarterly performance since Q2 of 2009 and its best first quarter […]

Nobody wants to imagine dying, but one of the most important pieces to the financial plan puzzle is to try and understand how your passing may affect your loved ones. You may have enough in your savings/investments to give you the peace of mind knowing that your family can survive off of these assets. If […]

A week ago – on March 20, to be precise – the U.S. Federal Reserve (the “Fed”) confirmed one of the most remarkable turnarounds in its monetary stance in years. Specifically, the Fed reiterated that it would be patient in making future adjustments to its benchmark interest rate. Concurrently, the median projection of Fed officials […]

As we say goodbye to RRSP Season, we can stop thinking about the lump sum contributions that need to be made. We should, however, take this time to revisit our beneficiary designations. As you know, your RRSP, your TFSA and Life Insurance policy(ies) all have named beneficiaries. Some of these beneficiaries may have been named […]