by Brent Vandermeer | Oct 20, 2023 | Market Commentary
September 2023 Commentary & Performance Review Concerns about rising oil prices, rising interest rates, and the potential U.S. government shutdown negatively affected investor sentiment in September, leading to the worst monthly performance of the S&P 500...
by Brent Vandermeer | Sep 12, 2023 | Market Commentary
August 2023 Commentary & Performance Review Recent research from the Federal Reserve Bank of San Francisco revealed that central bank interest rate increases can have a significant, long-lasting impact on a nation’s economic output. The study found that rate...
by Brent Vandermeer | Aug 17, 2023 | CP Insights
To some, the word “legacy” conjures visions of a university library or hospital wing with a family name like Morgan or Rockefeller. To others, leaving a legacy can be as simple (and meaningful) as documenting their family’s genealogy in a way that...
by Brent Vandermeer | Aug 9, 2023 | CP Insights
When it comes to estate planning, it is critical to optimize your family’s wealth and ensure that family harmony is maintained during a difficult time relating to losing a loved one. When planning to achieve optimum wealth transfer to key beneficiaries, “Don’t assume...
by Brent Vandermeer | Aug 3, 2023 | Market Commentary
July 2023 Commentary & Performance Review The International Monetary Fund (IMF) has raised its outlook for the world economy, projecting a 3% expansion in 2023, indicating eased risks after the US avoided a default and authorities managed banking crises in the US...
