Blog
Articles, ideas, and insights.
Market Update: Middle East Developments and Portfolio Positioning
U.S. military strikes on Iran's Kharg Island intensified supply anxieties as Brent crude exceeded $104/barrel. We examine the impact on portfolios and why market timing remains a losing game.
March 25, 2026 · RJM Wealth
Market Update: Middle East Crisis
U.S. and Israeli military strikes on Iran and the death of Supreme Leader Khamenei introduced heightened geopolitical risk. We assess the impact on energy markets and portfolio positioning.
March 2, 2026 · RJM Wealth
Market Update: Venezuela Developments and Portfolio Perspective
U.S. forces captured President Maduro, but Venezuela represents less than 1% of global oil production. We examine why markets remained resilient and what it means for portfolios.
January 9, 2026 · RJM Wealth
Tariff Update #2
The Trump administration officially implemented 25% tariffs on Canadian exports. We assess the impact, Canada's retaliatory response, and what it means for your portfolio.
March 6, 2025 · RJM Wealth
Update on Tariffs – Potential Impact & Market Outlook
President Trump announced 25% tariffs on Canada and Mexico, and 10% on China. We break down what tariffs mean, who pays them, and how our portfolios are positioned.
February 4, 2025 · RJM Wealth
Recapping an Eventful (US) Election Week
Donald Trump secured victory as the 47th President. Markets anticipated this outcome and responded positively. We recap the market reactions and rate developments.
November 11, 2024 · RJM Wealth
'Bare Trusts' – Changes to Trust Reporting
The CRA implemented new regulations for bare trusts effective December 31, 2024. Here's what you need to know about filing requirements and reporting obligations.
April 29, 2024 · RJM Wealth
Reasons Not to Invest...
Despite geopolitical conflict, climate change, elections, and interest rates, markets continue to climb. Throughout history, there's always been a reason not to invest.
March 27, 2024 · RJM Wealth
First Time Home Savings Accounts Officially Available
The FHSA is officially available—an absolute no brainer for anyone over 18 who doesn't own a home. Here's what you need to know about eligibility, contributions, and withdrawals.
April 26, 2023 · RJM Wealth
Silicon Valley Bank – Situation Explained
The SIVB collapse triggered market anxiety but represents a localized regional banking issue, not a systemic crisis. We explain what happened and why this differs from 2008.
March 29, 2023 · RJM Wealth