— The Vantage —
Making sense of what's going on.
The full archive — 20 issues and counting. Markets, planning, policy, and the questions our clients are asking. Take the complex and make it relevant.
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May 19, 2026
Why gas prices likely won't come down before mid-2027
Even if the Strait of Hormuz opened tomorrow, the pump wouldn't follow. Here's why.
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April 21, 2026
The headlines are loud. The portfolio is built quiet.
A few words on the private credit noise — and why most of it isn't about what you actually own.
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March 24, 2026
When Everything Feels Like a Lot
When markets fell 18% in 2022, our balanced portfolio was up 1.99%. Here's what that means for right now.
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March 10, 2026
The CRA just got a lot smarter
Here's where they're looking this tax season — and what to do about it
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February 24, 2026
What Tax Season Exposes Every Year
Most people don't notice the gap until it shows up on their tax return.
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February 10, 2026
100 wins. Zero of them solo.
Mikaël Kingsbury, the Dow hitting 50,000, and the one thing most financial plans are missing.
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February 3, 2026
Why confidence matters more than predictions
The antidote to retirement anxiety isn't just more money. It's a plan that's designed to absorb change.
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January 27, 2026
The Global Rules Are Changing
What Davos revealed — and why markets didn’t panic.
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January 20, 2026
$1,000 a week for life — would you turn down $1 million?
A lottery headline that exposes how most retirement decisions really work.
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January 6, 2026
Venezuela Isn’t an Oil Story — Here’s What Markets Are Watching Instead
Why expectations, not supply, are driving early-year market moves.
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December 23, 2025
A Year in Review: What Mattered Most for Investors
Market surprises, rate shifts, and the lessons worth carrying forward.
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December 3, 2025
Are We in an AI Bubble? Here’s What Investors Need to Know
Why the world’s biggest investors are starting to hedge their AI bets.
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November 18, 2025
A Legacy or a Mess? The Choice is Yours.
Inside a Canadian icon’s estate fight—and what this week’s market performance is telling investors heading into year-end.
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November 4, 2025
83% of CRA Answers Are Wrong
Here’s what that means for your taxes — and how to protect yourself from costly mistakes.
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October 28, 2025
The Jays’ Winning Strategy — and What It Means for Investors
What the Jays’ approach to the postseason can teach us about building lasting wealth.
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October 14, 2025
What We Learned — and Why It Matters for You
Our team returned from AGM+ inspired and focused — here’s what we learned and how it helps us serve you better.
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October 7, 2025
Feeling Recession. Living Expansion.
Consumer sentiment is sinking, but equities are rising. We break down why & what ClearBridge’s dashboard says about what’s next.
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September 30, 2025
What If You Didn’t Buy the House?
Same dollars. Different path. What if you used them differently?
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September 23, 2025
What Wall Street Just Realized — You Did Years Ago
Big firms are shifting their strategies. You were already there. This is what smart investing looks like now.
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September 9, 2025
Forget math class — let’s talk money
Kids are back in class — but are they learning how money really works? We break it down by age, plus book recs to help.
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