WYNN HARVEY WEALTH COUNSEL - PORTFOLIO UPDATE - JUNE 2022 Filed Under: Special Reports and Newsletters Published by Michelle Bain on Jun 30, 2022 JUST THE FACTS MA’AM! Lately the headline news has been full of doom and gloom. It’s important to remember that headlines are designed to be sensational and to incite an emotional response. Especially today, with news only clicks away and the shortened... Read more
Vantage Protected Performance Fund - Q1 Update Filed Under: Special Reports and Newsletters Published by Michelle Bain on May 30, 2022 There is no doubt about it, the markets so far this year have been frothy. While we anticipated volatility in 2022, it's never pleasant to see downward pressure on our portfolios. Our message to you remains the same: Keep steady and stay the course; Always... Read more
PIMCO Monthly Income Fund Update Filed Under: Special Reports and Newsletters Published by Michelle Bain on May 16, 2022 PIMCO MONTHLY INCOME FUND - Q1 UPDATE We have invested with Pimco for many years and enjoyed positive returns and a steady income stream. For the first time, we are seeing short term negative performance. As we wrote about in our recent Fixed Income Update... Read more
Wynn Harvey Wealth Counsel - Fixed Income Update Filed Under: Special Reports and Newsletters Published by Michelle Bain on May 03, 2022 Wynn Harvey Wealth Counsel - Fixed Income Update Traditionally, “fixed income” investments provide stability in your portfolio. As an asset class with normally a low risk profile, the role we expect it to play is to smooth out the volatility of investment... Read more
Alignvest Student Housing 2021 Q4 Update Filed Under: Special Reports and Newsletters Published by Michelle Bain on Mar 08, 2022 Alignvest Student Housing REIT - Q4 2021 Management Report Included in the "Income", Volatility Management" as well as "Aspirational" buckets, the Alignvest Student Housing REIT plays multiple roles in your portfolio design. Student Housing is an Alternative... Read more
EDGEPOINT GLOBAL PORTFOLIO FUND 2022 UPDATE Filed Under: Special Reports and Newsletters Published by Michelle Bain on Mar 03, 2022 As part of the Capital Growth bucket, this fund is expected to deliver above average returns over time. The role of every security in the Capital Growth bucket is to achieve higher returns and through periodic rebalancing we use those returns to replenish... Read more
Fidelity Global Innovators Fund Update Filed Under: Special Reports and Newsletters Published by Michelle Bain on Mar 01, 2022 This time of year, we meet with our investment partners to get their recap on the past year and their outlooks on what they see ahead. In the coming weeks we will be sharing more information with you about the investments you own; where it fits into you... Read more
Wynn Harvey Wealth Counsel 2022 Outlook - Inflation, Interest Rates & Monetary Risk Filed Under: Special Reports and Newsletters Published by Michelle Bain on Jan 25, 2022 For some time now, headline news has been dominated by speculation about inflation; Is it transient or sticky and how will central banks around the world use interest rates to keep it under control? It's been 40 years since inflation has had such an effect... Read more