Newsletters

  • Navigating Small Cap Stocks in a Falling Rate Environment: Opportunities and Risks

    As we have seen the Bank of Canada cut rates and we anticipate the US Federal Reserve to do the same in the coming months, we are starting to expect that we will soon be in a full-on falling rate environment, where most major central banks around the world are cutting interest rates. In the past two weeks, we have started to see the Russell 2000 (the index in the US that tracks small cap stocks) have a significant increase in its price after it has seen a significant lag in price performance with the S&P 500. 

  • This Current Bull Market: Why Stocks Keep Advancing

    The investment world is rife with compelling adages, many of which contain nuggets of wisdom.  The current bull market we find ourselves in highlights a classic: "Bull markets climb a wall of worry."  Simply put this means that stock prices are (generally) rising despite economic problems, geo-political uncertainty, or a general lack of positive news. Why is that?  In this post we consider some factors we think are causing markets to climb this "wall of worry".

  • Navigating Market Volatility: Strategies for Long-Term Investors

    Investing in the stock market can be a thrilling journey, but it's not without its ups and downs. Market volatility, characterized by rapid price swings and uncertainty, can test even the most seasoned investors' resolve. Whether you're new to investing or have weathered market storms before, understanding how to navigate volatility is crucial for safeguarding your financial future.

  • Analyzing the impact of the Bank of Canada's Recent Rate Cut on Markets and Currency

    On Wednesday June 5th the Bank of Canada lowered their benchmark rate by 25 basis points, reducing it from 5% to 4.75%. With eight days having passed since the announcement, I aim to analyze the typical effects of rate cuts by the Bank of Canada on the stock market and the currency, and to assess the current situation considering historical trends.

  • Building Generational Wealth: Meet the MacMillan Keeping Wealth Management Team.

    Scott & Rod joined forces in early 2014 to create MacMillan Keeping Wealth Management with the aim of building the most comprehensive, well rounded wealth management team on Vancouver Island. Our goal was simple: Hold ourselves to the highest industry standard in customer service while building generational wealth for our clients and their families

  • Now more than ever: 7 ways to make charitable giving part of your legacy

    Following two difficult years, the need for giving continues to grow, in Canada and across the world. For those who would like to make philanthropy a part of their legacy, here are seven key considerations (and surprising tax benefits) you should be aware of.