welcome to

news & updates

view post

Happy Summer! I am writing this from the slightly hazy view from my deck in Kelowna. I can barely make out the other side of Okanagan Lake through the smoke from all the forest fires that are burning through the Okanagan area. Not the best of omens for our holidays but even that is not […]

July Update: Markets & Fashion Sense

July 6, 2021

Market Updates

view post

Happy June!  Amazing how a little bit of good weather and some easing of COVID restrictions can positively change our mental outlook.  Kristy is on countdown for how many school days are left, and it is looking like we will be able to get up to our summer place in Kelowna after all. I went from languishing […]

June update: Looking forward!

June 8, 2021

Market Updates

view post

Happy May!   I read an article this month on “languishing” that sort of hit home with me.  Psychologists define it as “characterized by lack of positive emotions and reduced interest in life along with suboptimal psychological and social functioning.” Or, from a layman’s perspective, it’s a feeling that while things are “fine”, they’re not necessarily good.  That […]

May Update: Endurance over “Languishing”

May 4, 2021

Market Updates

view post

Happy Easter!  Hope everyone found a way to get out and enjoy Spring Break!  Tough time of year for me in that I have become quite accustomed to taking a couple weeks off after RRSP season and getting away somewhere hot with the family. Especially hard to take when Canada has had to go backwards in restrictions […]

April Update: Quality matters

April 5, 2021

Market Updates

view post

Happy March! Congratulations to us all as we’ve now just put the two most depressing months of the year behind us!  January is officially the worst, but February is at the top of my list for least favourite months.  Weather is terrible, the days are still short, and it tends to be my busiest time of the year […]

Worry, greed, FOMO cause us to react.

March 2, 2021

Market Updates

view post

Happy February!   Hope everyone is off to a great start in 2021.  Now almost fully adapted to living in a Covid era we seem to have made the big adjustments to lifestyle and are sort of in the fine-tuning stage of what works and what doesn’t in our new socially distanced but virtually connected world.  Trying to figure […]

Thoughts on GameStop Hype

February 1, 2021

Market Updates

view post

Hope you all had a great holiday season! 2020 was a hard year in a lot of ways but this is really the first Christmas break that I can remember that it felt peaceful. I am extremely blessed to have all my immediate family close by. So many advantages to having grandparents, aunts, uncles and cousins all willing […]

Happy New Year!

January 10, 2021

Market Updates

view post

Happy December! The days may feel long – especially right now, but the years are short and just like that we are weeks away from bringing a close to what has been a very eventful year! Lots of things to talk about since last month’s update. Markets had a great November with positive vaccine news […]

Cautiously Optimistic

December 7, 2020

Market Updates

view post

Happy November! We continue to live in interesting times.  I am writing this right now with Christmas music going on in the background as my wife and kids are hauling out Christmas decorations already.  I normally fight hard for no Christmas trappings before December 1st, but when Bonnie Henry announced two weeks of increased social distancing rules […]

Christmas came early….because…covid

November 8, 2020

Market Updates

view post

Happy October, hope everyone has found their groove in the return to fall! I am actually finding this partially reopened economy/society harder to adjust to than when everything was fully closed.  We went from a family bubble of about 25 people or so, to well over a thousand very quickly.  My wife is a music […]

Thousand person bubble, bears & politics

October 6, 2020

Market Updates