Okanagan Wealth Advisors first guiding principle is to educate and inform. We believe this update raises the bar for excellence in client communication, which is another guiding principle of ours!
A special treat in this update comes in video format with our favorite guest, Philip Petursson, Chief Investment Strategist at Manulife Investments.
We ask him the questions that guide our investment process. He provides us a with a very insightful view on the market.
You can view the video here: youtube.com We suggest you prepare your favorite beverage for the 15-minute update.
While reading a newsletter may feel cumbersome after watching a video update, Coach’s Corner looks at the question of whether you should own bonds in a rising rate environment. A very important topic.
Are your investments performing well? Our performance commentary helps you understand how to know if your investments are performing well.
As always, we post the return of our core, most commonly recommended investments. Scanning the performance data section under the YTD (year-to-date) represents transparency at its best, another guiding principle of ours!