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Learn MoreWe partner with our clients to help them achieve their financial goals. Our service philosophy is simple: we collaborate with our clients to build a straight-forward investment plan that they can live with and stick to.
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November 29, 2024
John shares his views on the current post-election rally on BNN’s “The Open”
Watch VideoIf you’ve watched BNN, you know that John is a sought-after market commentator, with deep insights on key sectors, important stocks, as well as the larger economy.
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Latest Commentary
‘U.S. Exceptionalism’ and ‘Animal Spirits’ Narratives Take a First Quarter Hit
John Zechner
Following the U.S. election results last November, stocks surged over the next month to all-time highs with rallies in technology, financials, consumer, industrial and small cap sectors leading the way. In the midst of this ebullience, we said in our year end commentaries that “a year from now there are two phrases that we would […]
Read MoreBond Commentary | February 2025
Jeff Herold
surprise imposition of tariffs on Canada, Mexico, and China by U.S. President Trump on the opening weekend of February initiated a trade war that caused substantial volatility in the bond market, as well as other financial markets. On February 3rd, the first business day of the month, bond prices opened substantially higher as the economic […]
Read MorePreferred Share Commentary | February 2025
Jeff Herold
Despite financial market volatility, the preferred share market had a solid month in February. Volatility throughout the month was created by on-again, off-again headlines regarding the imposition of tariffs on Canada, Mexico, and China by U.S. President Trump. Preferred share performance was supported by corporate activity during the month, including an unexpected redemption announcement. Also, […]
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