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INSIGHT
current market news
2020 Earnings Wrap and 2021 Outlook: Cyclical Sectors Poised to Accelerate

S&P 500 earnings for Q4 2020 finished with positive growth of around 4% (see the chart below).  This represents the first quarter of year-ov…

JAY RITTER YUNG-YU MA, PH.D.
INSIGHT
Building a legacy, one hoop at a time

On the court, Glenn Robinson III is known for his standing vertical jumps, something he’s worked at since high school when he bought special sh…

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CURRENT MARKET NEWS
2020 Earnings Wrap and 2021 Outlook: Cyclical Sectors Poised to Accelerate
S&P 500 earnings for Q4 2020 finished with positive growth of around 4% (see the chart below). …
MARCH 17, 2021 JAY RITTER YUNG-YU MA, PH.D.
CURRENT MARKET NEWS
Stimulus – Quick hits
What happened? President Biden’s massive $1.9T COVID relief package was passed through the…
MARCH 11, 2021 MICHAEL STRITCH, CFA YUNG-YU MA, PH.D.
WEALTH PLANNING UPDATE
Philanthropy of their own: How women are shaping the future of family giving
Women are becoming a mighty force in philanthropic giving, bringing their passions, creativity, and…
MARCH 09, 2021 KRIS YAMANO
OUTLOOK FOR FINANCIAL MARKETS
February 2021 Outlook for financial markets - Accelerating into the turn
February has seen a steady climb in longer-term Treasury rates with the 10-year T-Note at 1.35%, wh…
FEBRUARY 24, 2021 MICHAEL STRITCH, CFA YUNG-YU MA, PH.D.
WEALTH PLANNING UPDATE
Start planning now for possible post-election tax changes
The elections are finally over. We are now waiting to see what tax legislation will be proposed, li…
FEBRUARY 23, 2021 JAYNE HARTLEY
WEALTH PLANNING UPDATE
While emotionally draining, divorce doesn't have to be financially draining too
Few people go into marriage thinking about how it will end. But unfortunately, divorce does happen.…
JANUARY 22, 2021 TANIA SLADE
CURRENT MARKET NEWS
Implications of a Democratic Senate
The Senate races in Georgia have given Democrats complete but narrow control of Congress and change…
JANUARY 07, 2021 MICHAEL STRITCH, CFA YUNG-YU MA, PH.D.
OUTLOOK FOR FINANCIAL MARKETS
Outlook for Financial Markets: 2021 Outlook - A rousing recovery
"Times and conditions change so rapidly that we must keep our aim constantly focused on th…
DECEMBER 14, 2020 MICHAEL STRITCH, CFA YUNG-YU MA, PH.D.
WEALTH PLANNING UPDATE
Year-end tax planning thoughts for an uncertain political world
With tax laws in a state of flux what planning strategies should you consider? With Vice Preside…
NOVEMBER 19, 2020 NATHAN BYERS STEPHEN WHITE
WEALTH PLANNING UPDATE
Wealth Planning Update: What’s your 2020 tax contingency plan?
Post-election tax planning strategies you may need to consider. You can only plan so much for t…
SEPTEMBER 30, 2020 STEPHEN WHITE
CURRENT MARKET NEWS
The Fed: Dovish for longer
The September 16 Federal Reserve statement and press conference marked the first formal projections…
SEPTEMBER 17, 2020 YUNG-YU MA, PH.D.
CURRENT MARKET NEWS
U.S. - China breakup getting messy with Trump’s executive orders restricting TikTok and WeChat in…
What happened? The latest chapter in the unfolding U.S.-China trade war has moved to the Interne…
AUGUST 27, 2020 JAY RITTER YUNG-YU MA, PH.D.
OUTLOOK FOR FINANCIAL MARKETS
2020 August Outlook for Financial Markets
“It is surmounting difficulties that makes us heroes.” - Louis Pasteur   Fiscal stimulus, executi…
AUGUST 14, 2020 MICHAEL STRITCH, CFA YUNG-YU MA, PH.D.
CURRENT MARKET NEWS
Operation warp speed: Three contenders lead the pack
The global race for a vaccine remains in full swing, and six primary technologies are being explore…
JULY 23, 2020 BMO WEALTH MANAGEMENT - U.S.
WEALTH PLANNING UPDATE
How to manage your personal wealth like a business? [Infographic]
JULY 21, 2020 BMO WEALTH MANAGEMENT - U.S.
CURRENT MARKET NEWS
Still winning at mid-year, but are risks rising?
The arrival of COVID-19 caused a significant economic shift compared to the beginning of the year w…
JULY 09, 2020
CURRENT MARKET NEWS
New Commerce Department rules target semiconductors
Earlier this month, the U.S. Department of Commerce (DOC) issued updated export control regulations…
MAY 12, 2020 BMO WEALTH MANAGEMENT - U.S.
WEALTH PLANNING UPDATE
The quest for financial wellness in an uncertain time
The coronavirus pandemic is impacting each of us in different ways and to different degrees. This i…
APRIL 30, 2020 TANIA SLADE
WEALTH PLANNING UPDATE
Coronavirus relief: CARES Act and tax filing extension
CARES Act In response to the coronavirus pandemic, Congress has enacted the CARES Act (Coronavirus…
MARCH 30, 2020 NATHAN BYERS STEPHEN WHITE
WEALTH PLANNING UPDATE
Wealth planning opportunities in volatile times
Market volatility and economic uncertainty can be unsettling even for the most sophisticated of inv…
MARCH 30, 2020
CURRENT MARKET NEWS
The Fed doubles-down as we wait on Congress
The morning of Monday, March 23 the Federal Reserve announced wide-ranging policies to further inje…
MARCH 23, 2020 YUNG-YU MA, PH.D.
CURRENT MARKET NEWS
Navigating a changing narrative
We have always acknowledged the growth risk posed by the COVID-19 outbreak, but a new phase has bee…
MARCH 12, 2020 MICHAEL STRITCH, CFA YUNG-YU MA, PH.D.
CURRENT MARKET NEWS
Oil Market Armageddon
A tumultuous week for OPEC was followed by a weekend of chaos, leaving global oil markets on the pr…
MARCH 09, 2020 BMO WEALTH MANAGEMENT - U.S.
CURRENT MARKET NEWS
Super Tuesday Game Changer
What happened? Former Vice President Joe Biden racked up a large delegate count on Super Tuesday m…
MARCH 04, 2020 MICHAEL STRITCH, CFA YUNG-YU MA, PH.D.
OUTLOOK FOR FINANCIAL MARKETS
February - March Outlook for Financial Markets
“It’s like astronomy, where what you see isn’t the star as it is right now, but the star as it was …
FEBRUARY 20, 2020
CURRENT MARKET NEWS
Coronavirus Update
“In God we trust. All others must provide data.”  Dr. William Schaffner, Vanderbilt University Medi…
FEBRUARY 03, 2020 YUNG-YU MA, PH.D.
CURRENT MARKET NEWS
EconoFACT - FOMC Policy Announcement - On Hold
The Federal Open Market Committee kept the fed funds target range unchanged for the second consecut…
JANUARY 30, 2020 BMO WEALTH MANAGEMENT - U.S.
OUTLOOK FOR FINANCIAL MARKETS
Our Outlook: Global backdrop and tactical recommendations
“A bend in the road is not the end of the road…unless you fail to make the turn.” - Helen Keller  …
JANUARY 29, 2020 MICHAEL STRITCH, CFA YUNG-YU MA, PH.D.
OUTLOOK FOR FINANCIAL MARKETS
2020 Outlook: Less yin (dark), more yang (light)
“Let me tell you the secret that has led to my goal.  My strength lies solely in my tenacity.” -…
DECEMBER 17, 2019 MICHAEL STRITCH, CFA YUNG-YU MA, PH.D.
CURRENT MARKET NEWS
A flurry of positive policy surprises
 A U.S.-China trade deal looks likely, but a ratification hurdle remains   Congress avoids shut…
DECEMBER 13, 2019 BMO WEALTH MANAGEMENT - U.S.
CURRENT MARKET NEWS
UK Election: Will Brexit’s dust finally settle?
 Brexit is the leading consideration of the December election, shifting traditional voting patter…
DECEMBER 05, 2019 BMO WEALTH MANAGEMENT - U.S.
WEALTH PLANNING UPDATE
Are you prepared? Children and grandchildren need to get ready for their roles as inheritors
  For many high net worth families, amassing wealth may be the easier part. Passing down …
NOVEMBER 25, 2019 TANIA SLADE
OUTLOOK FOR FINANCIAL MARKETS
November 2019 Outlook for Financial Markets
  High hopes for holiday cheer "Millions saw the apple fall, but Newton was the o…
NOVEMBER 20, 2019 MICHAEL STRITCH, CFA YUNG-YU MA, PH.D.
CURRENT MARKET NEWS
The rate cut: What happened? What's next? And our take
What happened? In line with market expectations, the Federal Reserve Board cut the Fed Funds rate …
OCTOBER 31, 2019 YUNG-YU MA, PH.D.
WEALTH PLANNING UPDATE
3 big tax planning strategies for 2019
Discuss these important tax considerations with your advisor before year-end  We’re o…
OCTOBER 30, 2019 NATHAN BYERS
WEALTH PLANNING UPDATE
E-Magazine for Business Owners - Volume 1 Issue 2
Business owners invest so much into their businesses – emotionally, physically, and financial…
OCTOBER 27, 2019
WEALTH PLANNING UPDATE
E-Magazine for Business Owners - Volume 1 Issue 1
As an owner of a private business you face the difficult challenge of balancing the needs of your b…
SEPTEMBER 23, 2019 BMO WEALTH MANAGEMENT - U.S.
OUTLOOK FOR FINANCIAL MARKETS
September 2019 Outlook for Financial Markets
“It’s only a matter of time.”  -  Alan Greenspan (9/4/2019) on …
SEPTEMBER 18, 2019 MICHAEL STRITCH, CFA YUNG-YU MA, PH.D.
WEALTH PLANNING UPDATE
Should you change your state of domicile?
Traveling to warmer climates for the winter is a tradition for many families, as is taking advantag…
AUGUST 19, 2019 BMO WEALTH MANAGEMENT - U.S.
WEALTH PLANNING UPDATE
Incorporating digital assets in estate planning
How to include both physical and digital assets in your estate plan From purchasing goods with a P…
JULY 24, 2019 PETER WOLYNSKI
WEALTH PLANNING UPDATE
Why financial planning is a crucial part of family planning
Having a child is one of the most important–and deeply personal—decisions one can ever have. Pregna…
JUNE 20, 2019 JONATHAN BATT
WEALTH PLANNING UPDATE
Get a handle on rising college costs with a 529 plan
The value of a higher education has never been more evident. College graduates earn nearly two thir…
JUNE 11, 2019 BMO WEALTH MANAGEMENT - U.S.
WEALTH PLANNING UPDATE
Preparing heirs for a lifetime of charitable giving
Six ways to teach children the role of giving in wealth stewardship   Beyond the tax deductions, …
MAY 30, 2019
WEALTH PLANNING UPDATE
Planning for a lifetime: Four ways women can make the most of life transitions.
Women have a lot on their plates. Everyone experiences transitions throughout life, but women seem …
MAY 02, 2019 BMO WEALTH MANAGEMENT - U.S.
OUTLOOK FOR FINANCIAL MARKETS
May 2019 Outlook for Financial Markets
Market sentiment & the benefits of contrarian thinking   “All models are wrong, but some are …
APRIL 22, 2019 MICHAEL STRITCH, CFA YUNG-YU MA, PH.D.
OUTLOOK FOR FINANCIAL MARKETS
April 2019 Outlook for Financial Markets
Positioning review: An international adjustment and mid-cap affirmation   “The investor of today …
MARCH 27, 2019 MICHAEL STRITCH, CFA YUNG-YU MA, PH.D.
CURRENT MARKET NEWS
Consumer spending freeze thaws in January
U.S. retail sales only partially rebounded in January after the shockingly large setback in Decembe…
MARCH 12, 2019 BMO WEALTH MANAGEMENT - U.S.
WEALTH PLANNING UPDATE
Why pets belong in your estate plan
Three steps to prepare for the possibility that your pet may outlive you.   If you’re a pet owner…
MARCH 01, 2019 BMO WEALTH MANAGEMENT - U.S.
CURRENT MARKET NEWS
Much ado about health care
The recently released “America’s Patients First: The Trump Administration Blueprint to Lower Dr…
FEBRUARY 28, 2019 JEFFREY ROGERS MICHAEL STRITCH, CFA
OUTLOOK FOR FINANCIAL MARKETS
February 2019 Outlook for Financial Markets
Down, but not out!   “In the middle of every difficulty lies opportunity.” – Einstein   Earning…
FEBRUARY 15, 2019 MICHAEL STRITCH, CFA YUNG-YU MA, PH.D.
CURRENT MARKET NEWS
Market Newsflash - About Face Complete; Fed on Hold
Given that the year-end market fireworks were sparked, at least in part, by the unexpectedly hawkis…
JANUARY 31, 2019 MICHAEL STRITCH, CFA YUNG-YU MA, PH.D.
OUTLOOK FOR FINANCIAL MARKETS
January 2019 Outlook for Financial Markets
“When one’s expectations are reduced to zero, one really appreciates everything one does have.” – S…
JANUARY 10, 2019 MICHAEL STRITCH, CFA YUNG-YU MA, PH.D.
WEALTH PLANNING UPDATE
10 financial resolutions for 2019
The New Year brings a few changes that could affect your wealth planning strategy, mostly related t…
DECEMBER 19, 2018
WEALTH PLANNING UPDATE
What to do when the kids don't want the family business
  If your family owns a business, it’s easy to assume that the younger generation will naturally w…
OCTOBER 10, 2018
OUTLOOK FOR FINANCIAL MARKETS
October 2018 Outlook for Financial Markets
“A mind that is stretched by a new experience can never go back to its old dimensions.” – Oliver We…
OCTOBER 03, 2018 MICHAEL STRITCH, CFA YUNG-YU MA, PH.D.
OUTLOOK FOR FINANCIAL MARKETS
September 2018 Outlook for Financial Markets
“Courage is the most important of all the virtues because without courage, you can’t practice any o…
SEPTEMBER 04, 2018 MICHAEL STRITCH, CFA YUNG-YU MA, PH.D.
CURRENT MARKET NEWS
Iran sanctions: The other geopolitical risk
In this issue: Middle East tensions are likely to rise again with renewed sanctions on Iran se…
AUGUST 01, 2018 MICHAEL STRITCH, CFA YUNG-YU MA, PH.D.
OUTLOOK FOR FINANCIAL MARKETS
August 2018 Outlook for Financial Markets
“There’s no place like home. There’s no place like home. There’s no place like home.” – Dorothy, Wi…
JULY 26, 2018 MICHAEL STRITCH, CFA YUNG-YU MA, PH.D.
WOMEN & WEALTH
Winning the confidence game: Three ways women can boost their financial confidence
While women are just as financially literate as men, they tend to be less self-assured when it come…
MAY 01, 2018 BMO WEALTH MANAGEMENT - U.S.
WOMEN & WEALTH
Female Executives: Why they should consider joining corporate boards
Corporate boardrooms are modernizing. Spurred by social change and the advancement of more women to…
APRIL 02, 2018

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