Karl Ruban CPA, CA, CFP®, CPCA, R.F.P.®
Senior Financial Planning Advisor
Safeguarding your family’s financial future
Well-Advised Newsletter
Well-Advised Newsletter
-
The COVID-19 Pandemic – Where Are We Now?
June 02, 2020 • Portfolio Construction
As markets begin to stabilize and economies slowly reopen, the CI Multi-Asset Management team takes a look back at how markets have reacted through the COVID-19 pandemic and what lays ahead for their portfolio positioning strategies.
Read more… -
Beware the Ides of March
May 08, 2020 • Portfolio Construction
The fiscal and monetary policy actions announced over the past few weeks have been crucial to supporting individuals and businesses, but the long-term impact on central banks and financial markets could be just as significant.
Read more… -
Market Disruptions – Then and Now
April 07, 2020 • Portfolio Construction
Looking at three different market disruptions in recent history, CI Multi-Asset Management demonstrates how and why markets reacted as they did, and what this can tell us about the current coronavirus pandemic.
Read more… -
When Sickness Strikes
February 28, 2020 • Portfolio Construction
The outbreak of the coronavirus has resulted in abrupt market shifts and even greater uncertainty over what will happen next. See how CI Multi-Asset Management is being proactive in their asset allocation strategy so your portfolios are prepared for when sickness strikes.
Read more… -
Expanding the Toolkit
February 06, 2020 • Portfolio Construction
This month, the CI Multi-Asset Management team is opening their toolbox to show how they’re incorporating alternative investments across their managed solutions for a new, modern approach to portfolio construction.
Read more… -
Passing the Baton
January 31, 2020 • Portfolio Construction
World stock markets have seen strong returns partially as a result of easing monetary policy from central banks around the globe. The baton has now been passed to government leaders to take the charge in continuing this economic stimulus.
Read more… -
Answering Your Questions on Fixed Income
December 13, 2019 • Portfolio Construction
Despite the challenges presented by the fixed-income market, the asset class can still be an effective hedge against equity market risk.
Read more… -
Is it time for a revival of the value style?
November 01, 2019 • Portfolio Construction
Following years of divergence between the performance of value and growth style investing, is the recent revival in value here to stay?
Read more… -
Portfolio Construction - Negative-yielding debt reaches $17 trillion
October 04, 2019 • Portfolio Construction
Negative-yielding debt has taken financial markets by storm, recently reaching an unprecedented $17,000,000,000,000 globally.
Read more… -
Portfolio Construction - Beggar thy neighbour
September 04, 2019 • Portfolio Construction
The U.S.-China trade war became a potential currency war in August 2019 when China allowed its currency to depreciate to more than 7 yuan per U.S. dollar.
Read more…
© 2020 Assante Wealth Management
Assante advisory services are offered through Assante Capital Management Ltd. (“ACM”) and Assante Financial Management Ltd. (“AFM”).
ACM is a Member of the Canadian Investor Protection Fund and Investment Industry Regulatory Organization of Canada.
AFM is a member of the Mutual Fund Dealers Association of Canada (“MFDA”) and MFDA Investor Protection Corporation.
www.mfda.ca
The services described may not be applicable or available with respect to all clients. Services and products may be provided by an Assante advisor or through affiliated or non-affiliated third parties. Some services and products may not be available through all Assante advisors. Services may change without notice.