Skip to content
News & commentary

Understanding your Annual Reports

Home News & Commentary Understanding your Annual Reports
Image of Robert Luft

Robert Luft

Managing an investment portfolio takes time, but understanding your costs and performance shouldn’t. Accordingly, we’ve designed a set of reports that are simple, user-friendly and, more importantly, easy to read. Click here to read.


This information has been prepared by Luft Financial. Opinions expressed in this article are those of Luft Financial only and do not necessarily reflect those of HollisWealth®. Furthermore, this does not constitute an offer or solicitation to buy or sell any of the securities mentioned. The information contained herein may not apply to all types of investors.

How do we elevate your wealth?

It begins with understanding your needs and creating a comprehensive and tailored financial plan to help reduce tax, manage risk and grow your portfolio over the long term. Learn more about how we help you achieve financial security and peace of mind.

News & commentary

Permanent Life Insurance… an effective estate transferring strategy

Risk Management – Portfolio Insurance

All financial plans are a great way to plan for your future, but unless you are including a risk management component to your plan, you are leaving yourself exposed to potential risks that may render your plan useless. Let’s be honest, how often does life go as planned? Whether you are still working and saving […]

Read more
Is your financial plan protected?

May 2019 Portfolio Management Team Update

Market & Economic Environment: Global equities added to their stellar first-quarter gains in April, with the TSX Composite, S&P 500 and Nasdaq Composite reaching new highs in the month to complete one of the fastest market rebounds on record. The TSX rose 3.0%, bringing its gains for the year to 15.8%, led by the Consumer […]

Read more