Month: December 2024


  •    S&P 500 Top 25 Annual Performers 2024   Name Sector 2024(%) Monthly (%) 1 Year (%) Ending Value Vistra Corp. Utilities 261.52% -13.74% 257.92% $137.87 NVIDIA Corporation Information Technology 171.25% -2.86% 171.17% $134.29 United Airlines Holdings Inc. Industrials 135.34% 0.28% 135.34% $97.10 Axon Enterprise Inc. Industrials 130.06% -8.14% 130.06% $594.32 Broadcom Inc. Information Technology 110.49%…

  •    S&P 500 Top 25 Monthly Performers December 2024   Name Sector Monthly (%) 2024 (%) 1 Year (%) Ending Value Broadcom Inc. Information Technology 43.04% 110.49% 107.70% $231.84 American Airlines Group Inc. Industrials 20.04% 26.86% 26.86% $17.43 Lululemon Athletica Inc. Consumer Discretionary 19.26% -25.21% -25.21% $382.41 Tesla Inc. Consumer Discretionary 17.00% 62.52% 62.52% $403.84 Teradyne…

  •  Weekly Market Summary December 27, 2024     Global Stock Markets Name Weekly (%) 2024 (%) 1 Year (%) Ending Value S&P/TSX Composite (Canada) 0.80% 18.31% 17.99% 24,796.40 Dow Jones Industrial Average (U.S.) 0.35% 14.07% 14.17% 42992.21 S&P 500 (U.S.) 0.67% 25.18% 24.87% 5970.84 NASDAQ 100 (U.S.) 0.86% 27.62% 27.01% 21473.02 FTSE 100 (U.K.) 0.81% 5.39% 5.50%…

  •  Weekly Market Summary December 20, 2024     Global Stock Markets Name Weekly (%) 2024 (%) 1 Year (%) Ending Value S&P/TSX Composite (Canada) -2.67% 17.37% 19.41% 24,599.48 Dow Jones Industrial Average (U.S.) -2.25% 13.67% 15.53% 42840.26 S&P 500 (U.S.) -1.99% 24.34% 26.23% 5930.85 NASDAQ 100 (U.S.) -2.25% 26.53% 28.60% 21289.15 FTSE 100 (U.K.) -2.60% 4.54% 4.78%…

  •   Weekly Market Summary December 13, 2024     Global Stock Markets Name Weekly (%) 2024 (%) 1 Year (%) Ending Value S&P/TSX Composite (Canada) -1.63% 20.59% 22.52% 25274.3 Dow Jones Industrial Average (U.S.) -1.82% 16.29% 18.17% 43828.06 S&P 500 (U.S.) -0.64% 26.86% 28.55% 6051.09 NASDAQ 100 (U.S.) 0.73% 29.44% 31.50% 21780.25 FTSE 100 (U.K.) -0.10% 7.33%…

  • Maximizing the Benefit of Philanthropic Giving  For high-net-worth and ultra-high-net-worth families, leaving a lasting legacy through philanthropy is very often a central priority that spans multiple generations. Why not a foundation? Setting up and maintaining a charitable foundation is, from an administrative perspective, is very much like creating and maintaining a business. The legal and…

  •   Weekly Market Summary December 6, 2024     Global Stock Markets Name Weekly (%) 2024 (%) 1 Year (%) Ending Value S&P/TSX Composite (Canada) 0.17% 22.57% 26.70% 25687.95 Dow Jones Industrial Average (U.S.) -0.60% 18.45% 23.82% 44642.52 S&P 500 (U.S.) 0.96% 27.68% 33.87% 6090.22 NASDAQ 100 (U.S.) 3.31% 28.51% 36.95% 21622.25 FTSE 100 (U.K.) 0.26% 7.44%…

  • Understanding Investment Fees  Building wealth is essential when trying to reach important financial goals, be it funding a child’s education, buying a home or enjoying a comfortable and meaningful retirement. Working with an investment advisor is often a good way to save more money, achieve greater tax efficiency and grow long-term wealth through investing. However,…

  • Getting Financially Fit for Your Newborn’s Arrival Having a child is an exciting time in life. Before the baby arrives, it’s useful to think about your finances, since raising a child can be both incredibly rewarding and very expensive. While each family is different and costs will vary, the average Canadian family spends almost $300,000…

  •   Monthly Market Analysis December 2024                                                                                                Global Economy  Unpredictability  Although the purpose of this article is not to analyze government policies, it is necessary to reflect on the changing political environment in the United States. The proposed changes to U.S. Government policy will lower corporate taxes, increase tariff rates, and widen the number of countries that…