It’s that time of year again when students of all ages head back to school. For younger students, parents are reminded to think ahead and put money into Registered Education Savings Plans (RESP) to help pay for their children’s post-secondary education.
For those who are off to College or University, it’s not about putting money into RESPs as it is about getting money out. In this edition of the Martens Report I would like to focus on what is needed when it is time to wit
We would have never imagined we would be writing a second part to our January 2018 newsletter about volatility this quickly, but after a wild couple of weeks we thought it might be timely to circle back and discuss volatility once again.
Our January 2018 newsletter titled, Dear Volatility, discussed the lack of volatility we had been experiencing in the markets that has been in effect for several years. It did not seem to matter what was happening in the world, the markets
You may have noticed that things have been looking quite good lately with regards to your accounts. The markets have been steadily growing over the past couple years in what would seem to be a worry free environment. Events that would typically spook the market have had very little effect, such as Brexit, Korean missile launches or the surprise win by Donald Trump. We wanted to take a moment to remind everyone that although most portfolios are doing well, the market still goe
As we previously have communicated, HollisWealth has been purchased by IA Financial Group. The deal is set to finalize on August 4, 2017. We want to take this opportunity to update you on the acquisition. There is a package being mailed to you this month covering these main points: There is no action required on your part. Your accounts will not change and IA Financial Group plans to continue “business as usual.” The Trustee for any Nominee HollisWealth
Political parties can impact markets but not as much as you might think. If you have a good plan, it’s usually best to stick with it, regardless of the political landscape.
Over the past few months it has been rare to have a client meeting where Donald Trump has not come up in conversation. Many clients have been asking what impact Trump may have on their investments. In our view, likely not much.
History suggests that whichever party holds the Oval Office typically has
As we kick off 2017, we felt it might be worthwhile to look ahead to a few of the key trends and initiatives impacting our industry going forward. Some have already been covered off in recent Martens Reports, and we also talked to several of these issues at our Client Seminar last month. Following is some additional information including a behind the scenes change of our parent company that is scheduled for later this year. As always, please don’t hesitate to call if you hav
In this edition of The Martens Report we bring you the final topic of our 4 part Investor 101 series. As we have mentioned in the previous newsletters of the series, all the material is provided by our own “Private Client Research (PCR)” group of HollisWealth. For this month’s topic we are covering one of the simplest by most effective investing strategies available, Dollar Cost Averaging. Click the image below for more information about how Dollar Cost Averaging can help you
Our Thoughts on Brexit - Keep calm and carry on.
On Thursday, June 23, 2016, U.K. citizens voted in a referendum to leave the European Union. Unsurprisingly, volatility has returned to the markets.
We have received several articles, opinions and pieces of information this past week. The main theme is that the British economy is stable enough to weather the short term impact the 'leave' vote may bring, and the investment teams we tend to favour are currently looking for wa
In this edition of The Martens Report we bring you the first of a 4 part series we’re calling “Investor 101.” We thought this series would be a great opportunity to introduce you to material provided by our own “Private Client Research (PCR)” group of HollisWealth Inc. The PCR team is a group of investment research and financial planning professionals stationed in our Head Office. This group has traditionally been devoted to providing HollisWealth Advisors with research and t
The markets have become volatile once again, as concerns about China's economy add to fears of a global economic slowdown. Add to that volatility in oil prices, changes in the relative strength of currencies, and expectations that the U.S. Federal Reserve will gradually raise interest rates, and the result is uncertainty in the markets. “Nothing causes investors to question their strategy and worry about their money like a dramatic sell-off,” says John Sweeney, Fidelity execu