Market Update – July 2020

Dear Clients and Associates,

I hope that the heat of July brought out some nice outdoor times for all of you and I trust that all of you are staying healthy! I had the privilege of taking some time at our family cottage with my boys last week.

As always, my teams and I continue to keep an eye on the economic landscape, your investments and do our best to bring you short updates. Here are few key comments from two of our strategic partners.

Noah Blackstein from Dynamic delivered the following few key points during his recent update. He believes that the move towards cloud and collaboration software did not just occur because of the pandemic, pandemic has just made it a necessity (“Want” to “Need”). Further, he believes we are still in Spring Training in terms of potential for Healthcare and in the Third Inning in terms of potential for Cloud with remote Monitoring and Telehealth are here to stay.

Second theme Noah spoke about is US election. At this moment he believes that there is a sense of overall indifference for the markets to either Biden or Trump. Noah always been and continues to be a strong believer that buying quality businesses will withstand the test of time, and even during current times, he remains optimistic as the future, long term equity returns.

To read a full summary of Noah's comments CLICK HERE TO READ MORE

If you prefer to listen to an update for Q3 of 2020, below you will find a link to a video from one of our other partners, Russell Investments. It provides some key points as well.

Happy reading, and if you wish to discuss how this effects your investments directly, don't hesitate to book a to for a phone call with me directly by following this link:

CLICK HERE TO BOOK A PHONE MEETING WITH ANNA

With gratitude,

Anna Knight, CFP and team Simplicity

Market Update – June 2020

Dear Clients and Associates,

I trust that all of you are enjoying this warmer weather and staying healthy.

As we ease into the summer months, my teams and I continue to update you on the latest surrounding the COVID virus and it's impact on the equity markets. Below you will find a great 5 minute video from my partners at Russell Investments, that summarize 2020 and provides a perspective of what to anticipate moving forward.

Key points to keep in mind:

• we still are dealing with levels of uncertainty as the length, therefore impact of the virus unfolds daily

• equity markets have improved from it's fear driven lows in March

• markets continue to present a good buying opportunity if you have a long term investment horizon

I want to take this opportunity wish all you continues good health and we are here should you have any questions.

Here is a direct link to my calendar if you wish to set a specific time for a conversation.

CLICK HERE TO BOOK A PHONE MEETING WITH ANNA

With gratitude,

Anna Knight

Market Update – May 2019

As we start getting into some warmer weather, we figured a little update on the capital markets would assist you all in getting a perspective where we have been so far in 2019 and what to expect for the reminder of the year.

As we review your portfolios, this outlook, along with your particular situation is what might drive any necessary changes to your plan or allocation.

If you have any questions, please contact us.