Market update for week ending November 8, 2019. Included: 2020 CPP Max Pensionable Earnings Set; Wealthview Update; Weekly Update By The Numbers
The You First Blog
“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
“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
“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
One of the most frequent questions asked by clients is the difference between net invested, book value, and market value. A lot can be said of all three, but the simple explanation is as follows: Net invested: The amount you contributed (minus any money redeemed) Book Value: The amount you contributed plus distributions received Market… Read More
The past decade has seen a lot of positive evolution for Socially Responsible Investing (SRI). 10 years ago, only a few investment firms offered SRI options, and these funds were usually viewed as niche offerings with higher management fees and lower returns. This is certainly not the case today. In the past three years, Royal… Read More