Tony Katarynych CLU®, FCSI®, CEA, CFP®, CH.F.C.®, FMA, TEP, CPCA
Vice President, Senior Financial Planning Advisor
Safeguarding your family’s financial future
Well-Advised Newsletter
Well-Advised Newsletter
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A New Season – What Opportunities are Driving Renewed Investor Optimism?
April 07, 2021 • Portfolio Construction
Investor optimism is on the rise as populations are vaccinated and economies prepare to return to normal. But increased savings, lifestyle changes and the green-tech boom could play out differently than previous recessions.
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Trending for the Long Term
March 02, 2021 • Portfolio Construction, Economic Insights
Market activity in the past few weeks has reminded us of the dangers of speculation. A small number of early investors make vast profits at the expense of a much larger number of late entrants who end up losing their shirts. Our philosophy has always been to look beyond the next "big trade" and stay
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Bubble, but for how long?
January 29, 2021 • Portfolio Construction, Economic Insights
Higher asset prices amidst a recession has many wondering “when will the bubble burst?” See what factors are driving asset prices higher and why central banks may be hesitant to burst the bubble
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Changing Tides
January 12, 2021 • Portfolio Construction, Economic Insights
Last month, global equity markets surged as news around COVID-19 vaccine candidates gave investors hope that an economic recovery was plausible. Regionally, developed international equities provided the strongest returns, while beaten down sectors (real estate, energy and financials)
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Turning the Corner
November 25, 2020 • Portfolio Construction, Economic Insights
Christmas is almost upon us, which means we will soon close the book on 2020. It was a tough year for everyone as the COVID-19 pandemic drastically changed our lifestyles. Thankfully, humans are creative and adaptive, and we were able to overcome many challenges.
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Red, Split or Blue?
October 30, 2020 • Portfolio Construction, Economic Insights
Red, split, or blue - three potential outcomes of the next U.S. election, and what they could mean for markets and the economy.
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Where Do We Go from Here?
September 30, 2020 • Portfolio Construction
Following months of uncertainty and drastic responses from governments and markets across the globe, CI Investments’ CI Multi-Asset Management team provides a three-step process on where we go from here.
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All that Glitters Is Not Gold
August 28, 2020 • Portfolio Construction
The COVID-19 pandemic saw gold prices increase over 25% this year. CI Multi-Asset Management investigate the drivers behind this recent surge and the secular trends that lead them to believe the rally may not be behind us.
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Unknowns – Known and Unknown
August 06, 2020 • Portfolio Construction
The support from central bank interventions and government spending have eased some of the economic concerns surrounding the COVID-19 pandemic, however, the long-term effects of these policies are still unknown. Read more:
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Dynamic Hedging – Making Your Dollar Go Further
July 03, 2020 • Portfolio Construction
As volatility continues to permeate the investment landscape, particularly in currency movements, CI Multi-Asset Management has employed a new dynamic currency hedging strategy across their portfolios to mitigate risk and make your dollar go further.
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