News and Updates

Outlook 2023
Register for the Webinar Today Click Here to Register Space is limited, don’t wait to register Watch The Recording https://youtu.be/WXvaBj_8E40 As market conditions have continued

Dallas Discovery Tour
We invite you to join Portfolio Stewards and Western Wealth Capital, one of our premier Private Debt and Equity partners on Western Wealth’s 2022 Dallas

Real Estate Summit
Watch the Webinar Recording Watch Recording Real Estate is an amazing asset class that combines the ability to generate income while benefitting from growth by

Outlook 2022
Register for the Webinar Today Click Here to Register Space is limited, don’t wait to register As the new year approaches it is the perfect

Outlook 2021 – Your Questions Answered
Thank you for all those who attended Our Outlook 2021 Special Round table event on January 19th. There were more questions asked than were able

Outlook 2021 – The Wealth Stewards Huddle Special Event
Register for the Webinar Today Click Here to Register Space is limited, don’t wait to register As the new year approaches it is the perfect

Market Commentary Q3 2020
This article is a transcript for the Q3 Portfolio Update Webinar that was conducted on October 8th 2020. If you would prefer to watch the

Market Commentary – Q1 2020
The world took an unfortunate turn this past quarter that previously would be considered Hollywood fiction. For the past month, we have been doing a

Market Commentary – Q4 2019
The start of a new year is always a good time to look back and reflect on the one that just finished. We have come

Market Commentary – Q3 2019
Markets had another good quarter with very strong year-to-date returns for real estate and Canadian and US equities; however, there could be some dark clouds

Market Commentary – Q2 2019
For the most part, this past quarter’s return was positive, but was much more “realistic” compared to the sky-high performance of Q1 after the significant

Market Commentary – Q1 2019
It was only three months ago that investors were licking their financial wounds from the stock market fall in December; however, by the end of

Market Commentary – Q4 2018
The market downturn that almost everyone was expecting became a reality in the last quarter. While October has a reputation as being a weak month,

Market Commentary – Q3 2018
The progress of the NAFTA negotiations seemed to dominated the economic news last quarter with a deal reached literally at the last second on September

Market Commentary – Q2 2018
As a whole, equity markets had a positive second quarter, despite the US imposing tariffs on a variety of Chinese imports as well as tariffs

Market Commentary – Q1 2018
In January we experienced the first correction in the stock markets for over a year, after experiencing a year of abnormally low volatility combined with

Market Commentary – Q4 2017
In January we experienced the first correction in the stock markets for over a year, after experiencing a year of abnormally low volatility combined with

Market Commentary – Q3 2017
What an interesting quarter it’s been! The Canadian dollar rallied more than a dime from its lows in May around $0.725 US all the way

Market Commentary – Q2 2017
Last quarter we asked “How long can the party last” and we may be now starting to see the partygoers slowly begin to leave. Talk
Market Commentary – Q1 2017
The global equity markets rally has continued into Q1 and the question on everybody’s minds is “How long can the party last?” We have now
Market Commentary – Q4 2016
I believe it is safe to say that the last quarter of 2016 was quite interesting – not only was there the US election in

Market Commentary – Q3 2016
The third quarter was relatively subdued with no major surprises, unlike the Brexit results of Q2. While the EU and Britain begin posturing for the

Market Commentary – Q2 2016
The result of the Brexit vote on June 23rd overshadowed most other events during this past quarter as the world digested the unexpected win of

Market Commentary – Q1 2016
The beginning of 2016 was looking very bleak as world stock markets continued their declines that began back in 2015. The media was awash over