Over the last decade, we have been experiencing one of the longest bull runs in market history. Coming off the heels of the Great Recession of 2008, many are calling this the most unloved bull market in history, as investors have been hesitant to go “all-in” on equity markets, expecting the shoe to drop and 2008 to happen all over again.

Over the month of October we experienced one of the biggest market retreats in some time, with the S&P 500 coming in at a 7.3% loss on the month, but dropping as much as 11% intraday through the month on October 29th(It is quite hard to pinpoint the exact reason for the sudden drop, as it could be a result of the ongoing trade disputes initiated by the Trump administration, the uncertainty

For all the hype that this past Federal Budget received, it seems like we have escaped the jaws of a lion and can sleep easy enough for the foreseeable future, counting the sheep!

In a recent interview with CNBC, after releasing the Berkshire annual report, Warren Buffet was quoted as saying:

“Mixing politics with investment strategies would be a big mistake”

Submitted by FPWM Securities

The new Liberal government delivered its first federal budget on March 22 in Ottawa.

Submitted by FPWM Securities

Now that we have crossed over into 2016, it is important to look back at what happened in 2015 to gain a perspective of what might continue in 2016. The year ahead will be especially important for Canadian investors as Canada will be in the cross hairs of the events that have begun to unfold. 

Submitted by FPWM Securities

It has been a while since our last blog posting at Foundation PWM. Our dealership change over the recent months, to our new Securities dealer Aligned Capital Partners Inc., has taken top priority over our laments on the markets, economies, investment fees, tax efficiency, and sound insurance planning, as focused our efforts on ensuring a smooth transition for our clients.

With tax season heating up, many of us will either have just completed our personal tax returns or will be finalizing them in the weeks ahead. For those who are self-employed, the deadline is still a little ways away - so don’t panic yet. Since the RRSP season is long past now, there are not many ways that one can reduce their bills with CRA this year.

“Tonight, this chamber speaks with one voice to the people we represent: It is you, our citizens, who make the state of our union strong.