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Now Available the Monthly Client Newsletter for Q2 2020!

In this month’s newsletter you will find information related to: • Idea Corner: Keeping the cottage in the family • Market Performance Review: Q2 2020 • Chart of the Month: Stock market intra-year declines vs calendar year returns • Article of the Month: Cleaning out your closet under quarantine • Key Dates to Keep in Mind!

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Q2 2020 Market Update

After an extremely challenging first three months of the year, we saw markets significantly recover in the second quarter of 2020. The US market posted its largest quarterly gain in more than two decades, with an increase of 20.7% while Canadian stocks were up 17%. Year-to-date, the S&P500 is down a mere 3.1%; the S&P/TSX is down 7.5%.

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Adam's Expert Article in the July 2020 Edition of the Neighbours of Port Credit & Mineola

Sheltering in place has been a tough adjustment. Not being able to meet with family and/or friends and not having the opportunity to step outside your home or condo to take a break was a tough adjustment for many, including myself. There were some positives to the lockdown though: reconnecting with immediate family, gardening or finishing off those home projects that you have been avoiding. Another “to do” that I hope you might be thinking about are changes that have occurred in your priorities that might impact your financial affairs. If you haven’t addressed this yet while in lockdown, here are some recommendations to inspire you to get organized, feel empowered and confident in your financial future.

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Q1 2020 Market Update

It’s certainly an understatement to say it’s been a challenging quarter. There was nowhere to hide as the decade-long bull market came to a dramatic and sudden end. With the novel coronavirus spreading rapidly around the world, stocks fell sharply. Both Canadian and US equities posted double-digit negative returns. The S&P 500 Index fell 19.6% while the S&P/TSX Composite Index dove 20.9%.