Braeheid Management

05/27/2022

Ask Forstrong - Are we heading for a global recession?

11/02/2021

Dear Braeheid Management,

"Together, generous Salvation Army donors gave more than $500,000 to exceed the Weston Family Foundation's matching gift goal. Thank you!

You have doubled your impact. That means more people in need will gain access to nutritious meals and food at our food banks.

Your compassion and support brings hope to struggling neighbours...We could not have exceeded this goal without you. Together, we are making a difference.

Thank you for giving hope today.

Lt-Colonel John P. Murray, MA, APR, CFRE
Territorial Secretary for Communications
The Salvation Army"

10/07/2021

DOUBLE THE IMPACT. The Weston Company will match your donation until Oct 31, 2021 Now is a great time to show your support for the hungry children and families in your area.

__________________________________________
Dear David, BRAEHEID MANAGEMENT
Thank you for your donation and for your generous support. You are transforming lives by empowering vulnerable people to rebuild dignity and renew hope.
___________________________________________

05/29/2021

HAVE YOU HEARD OF THE 50-15-5 INVESTMENT RULE?

Key takeaways
Consider allocating no more than 50% of take-home pay to essential expenses.

Try to save 15% of pre-tax income (including employer contributions) for retirement.

Save for the unexpected by keeping 5% of take-home pay in short-term savings for unplanned expenses.

Message me for the full article from our friends at Fidelity.

04/22/2021

Free Online Event, post budget address.

Post Budget Address 2021: A Recovery Plan for Jobs, Growth and Resilience

03/08/2021

Q: “What’s happening with rising bond yields, and should investors be worried?”

(March 5, 2021) BOND MARKETS: THERE WILL BE MORE BLOOD?

Answer from Tyler Mordy, Forstrong Global Asset Mgmt
Speed Read:
• For 40 years bonds provided positive returns when stock markets struggled.

• That relationship has changed recently: bonds are failing to deliver protection during stock market declines.

• Looking ahead, investors are witnessing the beginning of the end of the disinflationary era. Bonds will face chronic headwinds for years to come.

• Markets are nowhere close to pricing in this outlook. Investors need to look beyond bonds for income and safe haven assets.

For the full article, drop me an email with the subject line "Bond Markets".

02/26/2021

Better than index returns (Globe Advisor Feb 26)
"Investors seeking to enhance returns for their retirement portfolio might consider a core-satellite strategy. While low-fee, broadly diversified stock-and-bond index ETFs make ideal long-term, core holdings, adding thematic, smaller-cap, industry sector or developing-market equity ETFs can provide the extra fuel to potentially beat market indexes."

If you are looking for a portfolio change to include global markets to reflect our global economy, our expert global managers are here to assist. Give us call or check out our website to what a professionally managed account can do for you.
https://www.braeheid.com/managed-account

02/26/2021

Tyler Mordy is the CIO of our preferred investment management team and recently told Wealth Professional Canada Magazine the pandemic has ushered in the start of a monumental regime change and policy breakthrough:

"Tyler Mordy, CEO and CIO at Forstrong Global, believes the pandemic is not another 1999 or global financial crisis and that rather than heading into a downturn, we are instead barrelling into an era of higher growth. Regime change is here – and it is taking the form of a fiscal ... and policy breakthrough."

“The coronavirus has completely reset the economic cycle and provided policy breakthroughs all around the world. The period from 2008 to 2020 was defined by one word: ‘austerity’. Nobody is pursuing that now. It’s quite the opposite."

"“We will see a productivity boost and a growth boost, and the path of least resistance for most stocks will be up.

"Investments that excel in the new era will embrace steadily rising inflation and higher global economic growth."

To know if your portfolio is prepared for rising inflation and a global economy, contact David Stevenson of Braeheid Management for a confidential discussion.