“Capital is that part of wealth which is devoted to obtaining further capital” – Alfred Marshall Wealthview Update – How to Access the Revamped Client Portal You will need to re-register to gain access to your client portal on Wealthview. Here’s what you need to do: Follow the link in the email FundEX Wealthview… Read More
The You First Blog
“Thanksgiving, man. Not a good day to be my pants” – Kevin James Third Quarter Market Recap Many of the main themes that have affected global asset markets in 2019 – including U.S.-China trade tensions, political uncertainty due to the Brexit negotiations, and slowing economic activity – continued in the third quarter, resulting in somewhat… Read More
“Unemployment is an integral part of the normal capitalist system” – Michael Kalecki U.S. Unemployment falls to 50-Year Low, Easing U.S. Recession Worries Market volatility on the heels of impeachment proceedings news pushed markets lower for the week. However, investors were buoyed by the U.S. unemployment report, which showed unemployment fell to a 50-Year low,… Read More
“The genius of impeachment lay in the fact that it could punish the (wo)man without punishing the office” – Arthur M. Schlesinger, Jr. How Have Markets Reacted to Previous Impeachment Processes? With news this week that the U.S. House of Representatives will open impeachment investigations on President Trump, you may be wondering how, if at… Read More
“All I ask is the chance to prove that money can’t make me happy” – Spike Milligan The Importance of Budgeting Regularly updating your budget is always advisable. Your budget is your financial checkup – helping you determine if your monthly cashflow is positive or negative – and accurately detailing your expenditures can help… Read More
We hope you all enjoyed your summer. The weather in Vancouver was not always perfect, but a smoke-free August was certainly appreciated! Here is where markets stand for 2019 (year-to-date return as of August 30. Foreign market returns are expressed in Canadian dollar terms): –TSX (Canada): 14.8% –DOW Jones (U.S.): 10.5% –S&P 500 (U.S.): 13.9%… Read More