Craig & Taylor Associates Blog

Radio Show Preview for 12/04/11

2011-12-01T10:31:00.001-05:00

Join Craig & Taylor Associates on 580 CFRA this Sunday, December 4th at noon for Financial Planning the Right Way, Right Now. Hosts Jennifer Martin, Dean Trudeau, strategic partner Dan Nolan of IPC Securities and special guests will be discussing various themes on financial, estate, tax and retirement planning.

Along with our recap of the previous week's events affecting your investments, the panel discussion will review all the reasons why it is a good idea to stay invested and some estate p...

Read the full story on our website

Weekly Commentary – Ending 11/25/2011

2011-12-01T10:18:00.001-05:00

In the week ending November 25th, 2011, the markets witnessed a heavy sell-off amid growing concerns surrounding the European crisis and poor results in the German bond auction.

Even with news in Canada that retail sales were on the increase and Canada’s federal budget deficit narrowed in September by 36% we saw the S&P/TSX retreat by -3.6% bringing the year to date to -14.7% . For the week the energy and information technology sectors detracted the most with the health care sector being the ...

Read the full story on our website

Radio Show Preview for 11/27/11

2011-11-24T17:49:00.001-05:00

Join Craig & Taylor Associates on 580 CFRA this Sunday, November 27th at noon for Financial Planning the Right Way, Right Now. Hosts Jennifer Martin, Dean Trudeau, strategic partner Dan Nolan of IPC Securities and special guests will be discussing various themes on financial, estate, tax and retirement planning.

We will highlight some of the hot topics in the world of finance, economics and politics over the past week. The panel discussion, led by Dean Trudeau, will discuss whether it is tim...

Read the full story on our website

Weekly Commentary – Ending 11/18/2011

2011-11-24T17:43:00.001-05:00

With escalating concerns in Europe and its spread to bigger economies such as France, Austria and the Netherlands, markets continued to extend their losses. Focus will continue to be on Europe and the data coming out of that area.

The European crisis is not only affecting European markets but impacting North America as well. In Canada the S&P/TSX Composite fell by 3.1%. Canadian stocks declined on lower commodity prices and concerns about contagion from the debt crisis. The Canadian dollar al...

Read the full story on our website

Radio Show Preview for 11/20/11

2011-11-18T18:13:00.001-05:00

Join Craig & Taylor Associates on 580 CFRA this Sunday, November 20^th at noon for Financial Planning the Right Way, Right Now. Hosts Jennifer Martin, Dean Trudeau, strategic partner Dan Nolan of IPC Securities and special guests will be discussing various themes on financial, estate, tax and retirement planning.

As always, the show will highlight some of the hot topics in the world of finance, economics and politics over the past week. The panel discussion, led by Dean Trudeau, wil...

Read the full story on our website

Weekly Commentary – Ending 11/11/2011

2011-11-16T17:16:00.001-05:00

The week ending November 11th, 2011 saw mixed results for equity markets around the globe. Continued economic concerns emanating from Europe weighed down markets in the face of some improving economic data. The S&P/TSX, S&P500, DAX and Nikkei, finished the week -1.1%, 0.8%, 0.7% and -2.5% respectively.

In Canada, Finance Minister Jim Flaherty released a fall economic outlook as the world anxiously watched developments on European debt problems. It was noted that escalation in European credit ...

Read the full story on our website

Radio Show Preview for 11/13/11

2011-11-11T10:39:00.001-05:00

Join Craig & Taylor Associates on 580 CFRA this Sunday, November 13^th at noon for Financial Planning the Right Way, Right Now. Hosts Jennifer Martin, Dean Trudeau, Ivan Mitar, strategic partner Dan Nolan of IPC Securities and special guests will be discussing various themes on financial, estate, tax and retirement planning.

As always, the show will highlight some of the hot topics in the world of finance, economics and politics over the past week. Once again volatility remains elev...

Read the full story on our website

Weekly Commentary – Ending 11/04/2011

2011-11-08T16:59:00.001-05:00

The week ending November 4th, 2011 saw equities decline in almost all markets. Economic concerns emanating from Europe and the U.S. Federal Reserve’s lowering of growth estimates dragged on major indices both domestically and abroad. The S&P/TSX, S&P500, DAX and Nikkei, finished the week -0.9%, -2.5%, – 6% and -2.8% respectively.

In Canada, a mixed bag of economic data helped the TSX finish the week stronger than its peers south of the border. Gross Domestic Product (GDP) for A...

Read the full story on our website

Weekly Commentary – Ending 10/28/2011

2011-11-08T16:06:00.003-05:00

The week ending October 28th, 2011 saw a pronounced break from recent market weakness with major indices posting robust gains. The S&P/TSX, S&P500 and the MSCI World gained 4.8%, 3.8% and 4.2% respectively. This is the first time in weeks that all three indices finished the week substantially higher.

In Canada, retail sales rebounded higher with much of the increase attributed to higher gas and automobile sales. The Bank of Canada left the overnight rate unchanged at 1% with in...

Read the full story on our website

Our New Logo

2011-11-08T16:06:00.001-05:00

Periodically, it is time to re-evaluate a company’s strengths, practices and vision. It was time for us to strengthen our core philosophy and to enhance our offering to our clients with synergistic vision, strategic partnerships and a succession plan ensuring that the company will be ready for t...

Read the full story on our website

Week in Review

2011-10-31T16:46:00.003-04:00

(Brought to you by IPC Investment Corporation / Craig and Taylor Associates)

Here is a synopsis of the week ending October 28th, 2011;

http://www.craigandtaylor.com/PDFs/Week_In_Review_AGF_1028.pdf

Week in Review

2011-10-24T17:23:00.004-04:00

(Brought to you by IPC Investment Corporation / Craig & Taylor Associates)

Here is a synopsis of the week ending October 21st, 2011;

http://www.craigandtaylor.com/PDFs/Week_In_Review_AGF.pdf

http://www.craigandtaylor.com\PDFs\Fidelity_week_in_review_10_21.pdf

Third Quarter Review

2011-10-24T10:34:00.002-04:00

(Brought to you by IPC Investment Corporation / Craig & Taylor Associates)

Here is a review of the third quarter for U.S. markets;

http://www.craigandtaylor.com\PDFs\Third_quarter_review_2011_Marisco.pdf

Six Reasons to Stay Invested in Volatile Times

2011-10-18T17:58:00.002-04:00

(Brought to you by IPC Investment Corporation / Craig and Taylor Associates)

Here is a great read about the merits of staying invested in volatile markets.

http://www.craigandtaylor.com\PDFs\Russell_6_Good_Reasons_to_Stay_Invested.pdf

Week in Review

2011-10-18T09:05:00.002-04:00

(Brought to you by IPC Investment Corporation / Craig & Taylor Associates)

Here is a synopsis of the week ending October 14th, 2011:

http://www.craigandtaylor.com/PDFs/AGF_Week_In_Review_Oct_14th.pdf

http://www.craigandtaylor.com\PDFs\Fidelity_week_in_review_10_14.pdf

Week in Review

2011-10-12T10:04:00.002-04:00

(Brought to you by IPC Investment Corporation / Craig & Taylor Associates)

Here is a synopsis of the week ending October 7th, 2011;

http://www.craigandtaylor.com/PDFs/AGF_Week_In_Review_Oct_7th.pdf

http://www.craigandtaylor.com/PDFs/Fidelity_Week_in_review_Oct_7th.pdf

Week in Review

2011-10-03T15:46:00.004-04:00

(Brought to you by IPC Corporation / Craig & Taylor Associates)

Here is a synopsis of the week ending September 30th, 2011:

http://www.craigandtaylor.com/PDFs/Week_in_Review_09_30_11.pdf

http://www.craigandtaylor.com\PDFs\Fidelity_week_in_review_09_30.pdf

Week in Review

2011-09-26T15:57:00.002-04:00

(Brought to you by IPC Investment Corporation / Craig and Taylor Associates)

Here is a synopsis of the week ending September 23rd, 2011.

http://www.craigandtaylor.com/PDFs/Week_in_Review09_23_11.pdf

Week in Review

2011-09-19T16:39:00.004-04:00

(Brought to you by IPC Investment Corporation / Craig and Taylor Associates)

Here is a synopsis of the week ending September 16th, 2011.

http://www.craigandtaylor.com/PDFs/AGF_Week_in_Review_week_ending_11_09_16.pdf

http://www.craigandtaylor.com\PDFs\Fidelity_week_in_review0916.pdf

Week in Review

2011-09-13T09:27:00.002-04:00

(Brought to you by IPC Investment Corp / Craig and Taylor Associates)

Here is a synopsis of the week ending September 9th, 2011.

http://www.craigandtaylor.com/PDFs/AGF_Week_in_review_Sept_9_2011.pdf

Week in Review

2011-09-07T14:00:00.005-04:00

(Brought to you by IPC Investment Corporation / Craig and Taylor Associates)

Here is a synopsis of the past week ending September 2nd, 2011.

http://www.craigandtaylor.com/PDFs/fidelity_week_in_review0902.pdf

Week in Review

2011-08-29T11:52:00.003-04:00

(brought to you by IPC Investment Corporation / Craig & Taylor Associates)

Here is a synopsis of the past week ending August 26th, 2011.

http://www.craigandtaylor.com/PDFs/AGF_Week_in_Review_week_ending_11_08_26_EN_49935.pdf

Commentary on Recent Market Volatility

2011-08-05T16:44:00.007-04:00

Over the last couple of weeks, investors around the world were reminded of the reality of market volatility. This week alone saw some extraordinary movement in stocks markets around the world. Although, it can be concerning to watch asset prices wildly fluctuate in the short-term, proper asset allocation and disciplined portfolio management can produce strong long-term results to help achieve your financial goals.

If you, or anyone you know, are interested in planning to achieve your financial goals, come talk to the team at Craig and Taylor Associates.

Commentary on recent volatility;

http://www.craigandtaylor.com/PDFs/MarketVolatilityProvidesOpportunities.pdf

https://www.fidelity.ca/cs/Satellite/en/public/news_markets/viewpoints/timmer_aug5_viewpoint

Click here to read about the realities of investing;
http://www.counselservices.com/bfdocs/documents/stage/Realities%20of%20Investing%20-%20Counsel.pdf

Click here to read about market volatility;
http://www.counselservices.com/bfdocs/documents/stage/Focus%20on%20Volatility%20-%20Counsel.pdf

Read about the outlook of the S&P500 by various U.S strategists;
http://www.bloomberg.com/news/2011-08-05/strategists-stick-with-17-s-p-500-rally-on-earnings.html

U.S. Debt Limit

2011-07-27T09:56:00.010-04:00

For many investors, this summer has been anything but ordinary. On the heels of robust market gains in the second half of 2010 and early 2011, it seems as though we have faced one hurdle after another. The Japanese disaster, sovereign debt issues in the periphery of Europe and most recently, arguably most importantly, the US debt ceiling limit. The possibility, and potential consequences, of a US default on some of its debt obligations has gotten the attention of investors around the world.

We feel it is important to shed light for our clients on the issues unfolding in the United States. Therefore, we have posted some commentary on our blog from various investment firms, which offers their outlooks on the debt ceiling limit debate in US Congress.

These issues underscore the importance of following a disciplined long-term portfolio approach, which focuses on proper diversification and regular rebalancing in order to reduce risk and achieve your financial goals.

You can find information on the U.S. debt ceiling by clicking on the links below;
http://www.craigandtaylor.com/PDFs/US_Debt_Limit_and_Outlook.pdf
https://www.fidelity.ca/cs/Satellite/en/public/news_markets/viewpoints/debt_ceiling_viewpoint

Dean Trudeau joins Craig & Taylor Associates and Insurance Agency Ltd.

2011-02-11T10:53:00.002-05:00

Craig & Taylor Associates announced that Dean Trudeau joined our team in an ad that ran in the Ottawa Citizen on February 6th. Dean is a Certified Financial Planner who brings a wealth of experience to Craig & Taylor Associates.

We are very happy to have Dean join the team and look forward to our clients getting a chance to meet him soon. In the meantime if you have any questions or wish to say hello Dean can be reached at dtrudeau@craigandtaylor.com or by phone at 613 725-3414.

Look forward to more exciting news coming soon!