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Market Outlooks
BMO Market Charts - August 17th, 2020
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Over the past five years, the concentration of several equity indices has grown substantially. The weight of the top ten names in the Russell 1000 Growth Index doubled from 22% to 44%.
Market Outlooks
The great disconnect between the economy and the stock market
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We concluded our March quarter Perspectives with the comment: “Let’s just hope we now don’t have a gigantic bounce in share prices fuelled by the central bank injections, pushing them back to bubble levels. Or, are we, once again, being naïve?” Yes, we were being naïve. The bounce occurred and it had nothing to do with investment fundamentals.
Client Relationships
Mental accounting: Helping clients budget their money
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A big part of a financial advisor’s work is to help clients budget their money towards different objectives and time horizons. Bucketing is a concept you may be familiar with, which can enable people to understand where their money is today, and where they want it to be in the future. The behavioral concept that provides the foundation for bucketing is known as mental accounting.
Client Relationships
Coaching clients through uncertainty
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As the coronavirus pandemic surges worldwide, we hope you and your loved ones are safe and healthy.
In an effort to support your client conversations during these times, we recorded this special episode with Steve Sanduski full of actionable ideas to help both you and your clients thrive during and coming out of this period.
Client Relationships
Turning tough conversations into better conversations
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Having a tough conversation can feel like a daunting task for everyone involved. However, there are strategies you can employ to ensure a better outcome from these conversations.
David Wood joins the podcast to discuss his four-step process for mastering tough conversations. Plus, David and Ben walk through an example of a tough conversation that you may come across as a financial advisor.
Market Outlooks
Weekly Market Snapshot: August 7, 2020
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Read the Weekly Market Snapshot to stay up-to-date with stock markets and sectors, bond market returns and financial news for the week.
Market Outlooks
BMO Market Charts - August 10th, 2020
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Nearly 7,500 companies are on pace to file for bankruptcy protection this year, as businesses struggle to deal with the challenges posed by lockdowns and economic uncertainty
Market Outlooks
BMO Market Charts - August 5th, 2020
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Amid uncertainty surrounding economic conditions and corporate performance, the percentage of S&P 500 companies with EPS off 50% or more from estimates has risen substantially.
Market Outlooks
Weekly Market Snapshot: July 31, 2020
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Read the Weekly Market Snapshot to stay up-to-date with stock markets and sectors, bond market returns and financial news for the week.
Market Outlooks
Weekly Market Snapshot: July 24, 2020
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Read the Weekly Market Snapshot to stay up-to-date with stock markets and sectors, bond market returns and financial news for the week.
Market Outlooks
Weekly Market Snapshot: July 17, 2020
This piece is approved to use with clients.
Read the Weekly Market Snapshot to stay up-to-date with stock markets and sectors, bond market returns and financial news for the week.
Market Outlooks
BMO Market Charts - July 13th, 2020
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Prior to Q2 2020, the S&P 500® has had eleven quarters with a 15% or greater total return since 1950. The following quarter’s return averaged 7% and was positive ten of eleven times.