David's Weekly - Sep 20, 2024
David Crotin, MASc, CIM, QAFP
Working with business owners, executives and professionals to provide tax, investment and financial planning strategies to meet their needs and goals.
Plan - don't predict
After a restful summer we are back to share more ideas and thoughts on the market and wealth planning. We'll likely be reducing the cadence and possibly re-titling the letter to David's monthly.
In this week's letter:
We've been tracking the interest rate story for the last couple of years through this letter, providing ideas on how to take advantage of some of the extreme pricing and rapid change we've witnessed since COVID hit. Although we are now into the rate cutting cycle in Canada and expect a number of changes to follow in bond pricing, the basic rules of investing are the same in any part of the cycle and for any security type. Here are the eternal questions to consider:
Working with business owners, executives and professionals to provide tax, investment and financial planning strategies to meet their needs and goals.
5 个月Note: broken link in the letter for the Global Insight can be found here: https://www.rbcinsight.com/wm/Share/ResearchViewer/?SSS_63D3DE6CEC902A449BBE128BF5B2BC79