Your WEALTH MATTERS BLOG

2024 Holiday Edition

December 16, 2024
In this special holiday edition of Your Wealth Matters, Janet and Maria reflect on the meaning of wealth and gratitude. Join them as they close the year with encouragement, reflection, and a focus on what truly matters.
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Saving, Investing, Giving & Wise Planning

November 20, 2024
In this episode of Your Wealth Matters, Capstone Portfolio Managers Janet Kim Sing and Maria Dawes deliver actionable advice to boost your financial health for the year ahead.
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2024 Q3 Review & Look Ahead

October 24, 2024
In this quarterly update for Q3 2024, our team—Portfolio Managers Janet Kim Sing, Maria Dawes, and Senior Portfolio Manager Paul Carter—dives into the evolving landscape of the real estate market, focusing particularly on the challenges facing office spaces in the wake of the work-from-home shift. We discuss the impact of recent economic trends on both U.S. and Canadian stock markets, highlighting the potential value in non-traditional assets like private equity. Additionally, we explore how upcoming U.S. elections may influence the macroeconomic environment and stock performance.
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