Happy 2026 Everyone! I intentionally did not do an end of the year summary as we all know the great success we have had the last few years and the numbers speak for themselves. I find my emails are better received when there are more concerns than high returns... rings nicely, hey? I have had too many conversations lately about the next "big one" and/or " I hear a crash is coming". Thankfully, that makes me very happy as I still adhere to the Warren Buffet approach of "be fea

Hi All, I just want to drop a quick note to discuss two topics: a brief (for me, lol) update on the markets, and a reminder on our operational process. First, we are rightfully going through a NORMAL correction that is both orderly and long overdue. Today, we are hovering near the first S&P 500 support zone; these levels are areas where the market may naturally stabilize before bouncing back. From my Saut team newsletter this week: Nearby S&P 500 Support: 6631-6646, 6550, ~64

Hi All, I’m sure many of you are shaking your heads thinking, “How on earth are we having yet another stellar year?” There are a few...

Hi All, We've had a very successful launch in helping many of you complete your Wills with Clear Estate. The best part? The process can be completed quickly from home, starting with a free consultation. Since we first offered this service in December, many families have taken advantage of it, whether for basic estate planning or complex strategies tailored to unique situations. I’ve also come across quite a few poorly structured Wills, and I strongly believe their profession

Hi everyone, It's been exactly one month since I sent out part 4, and given how fast things have moved, it feels more like a whole year...

Hi everyone, Wow! It’s hard to believe it’s been less than a week since my last email—it feels like a month! I want to reiterate what...

Hello All, Happy birthday to me, lol—though I must admit this tariff announcement has been the worst present I could imagine. It turned out to be far harsher than what was being projected last week. Markets were up just yesterday, fueled by optimism that the tariffs would be less punitive—but that was short-lived. We can expect heightened volatility in the coming days as this situation unfolds. While some of the selling might be justified, much of it is not. For instance, why

Hi All, Further to my email last week there are a few more items to lay out on volatility. There are two other things not being taken into account right now. 1: Tax-Loss Selling: Many of you may recall almost every October/November, except last year, I put an email out about tax-loss selling. When you sell an asset for a gain you must pay tax on that in the calendar year you are in, yet with a capital loss you can go back three years to offset previous gains and/or carry forw

Hi All, I want to address the very important situation we are in with the USA tariffs and our position on this, along with what I am doing. While many of us are very frustrated by this news it has become a reality, for now. I have said prior I would act on issues as they became real and continue to hold that true. That said, as tariffs were confirmed yesterday, I took a small position out in VST (previously EPR) and moved it to VXX. This is a volatility tracker that is inte

Happy 2025 Folks, Well, that was a fun ride! We managed to beat all measured market indexes quite handily with our Managed Portfolios....

Hello Folks, If there is one thing I ask you to fully read this year, this is it. As we evolve our services and we all get older, it has become glaringly apparent that many of us have a need for proper Will and Estate Planning. Through a number of conversations with clients recently, I have discovered that almost all of you are in situations that need a better plan put in place that ensures your wishes on how you want your assets and property distributed after you die, and th

Hello All, Couple of things to touch on today: Recently, I have fielded many calls and emails on market concerns and Trump "perceived" policies. I want to share a "quick" ( if you know me this is as quick as it gets, lol) take on this: Folks, he is still NOT in power for almost two more months! His book, The Art Of The Deal, clearly lays out his strategy of asking for a mile to get an inch. Please remind yourself of this as his thumbs become more active again on Social Media

Happy Friday, What a week and year! We are overly excited to continue to build everyone's wealth at a breakneck pace this year. I continue to hear from many of you on how happy you are. We are all hovering around +30% ytd- depending on your allocations and age in our all stock portfolio....We love it, Congratulations!!! That said, as we continue to outperform all indexes handily this year I am also getting many whispers of concern about when it will be taken away and that the

Happy April Folks! Spring has sprung...and so has your portfolio! I am talking to many very happy people lately and getting lots of...

Happy 2024! As always, we hope you have great health and happiness in the coming year. As we enter the New Year, I hope you are...

This article/newsletter was initially published April 2023. At the time, the advisor was not affiliated with iA Private Wealth Inc. Happy...

This article/newsletter was initially published October 2022. At the time, the advisor was not affiliated with iA Private Wealth Inc. As...

This article/newsletter was initially published July 2022. At the time, the advisor was not affiliated with iA Private Wealth Inc. As I...