Roosdahl Wealth Management

10/27/2026

Global markets are being shaped by change on many fronts.

From rapid technological advances in China and increasing competition in innovation, to the political and fiscal uncertainty unfolding in France, investors are navigating a world where economic, technological, and geopolitical forces are increasingly interconnected.

For long-term investors, periods like these reinforce the importance of diversification, discipline, and having a wealth strategy built to navigate changing market conditions.

An interesting perspective on why, in today’s global economy, something may eventually have to give.

by Ed D'Agostino, Global Macro Update, Mauldin Economics “Ill fares the land, to hastening ills a prey, Where…

10/19/2026

Market ups and downs are inevitable. How we respond to them matters.

This article is a great reminder that successful investing isn’t about predicting every market move. It’s about having a plan, understanding your risk tolerance, and staying disciplined along the way.

Panic is never a good investment strategy—nor is greed. Here's how disciplined investing helps navigate through volatile environments.

10/13/2026

Bonds can play an important role in a well-diversified portfolio, helping investors balance risk and navigate changing market conditions.

This article from Purpose Investments takes a closer look at diversification with bonds and their role within an investment portfolio.

With AI now driving stock prices and a material share of global growth, three scenarios for the AI bubble show why bonds, at yields near multi-decade highs, can offset that risk even when stock and bond correlations are positive.

09/29/2026

Canada's future is being shaped by economic shifts, evolving trade relationships, and new investment opportunities. Staying informed helps investors make confident decisions, regardless of market conditions.

Take a look at this insightful report on what may be next for Canada.

https://www.nbfwm.ca/content/dam/fbngp/pdf/whats-next-for-canada.pdf

09/24/2026

Have you considered how much of your estate could be lost to taxes and probate fees?

For families with surplus non-registered assets, life insurance can be a powerful tool for transferring wealth efficiently across generations while maintaining control and flexibility. A well-structured wealth transfer strategy may help preserve more of your legacy for children and grandchildren.

Contact our team to learn more about intergenerational wealth planning and whether it may fit your family's goals.

09/15/2026

What happens to stocks after the Fed starts raising rates? The answer may surprise you. Historical market data provides valuable perspective for investors navigating today's environment.

by Jeff Buchbinder, Chief Equity Strategist, LPL Financial With so much attention focused on what the Federal Reserve…

09/10/2026

This month, Nancy Paquet, Executive Vice President - Wealth Management, is joined by Stéfane Marion, Chief Economist, to break down these questions in current affairs:

• Global bond yields are rising as investors demand greater compensation for geopolitical uncertainty and mounting fiscal risks in the United States.

• Ongoing disruptions in the Strait of Hormuz continue to pressure energy markets and raise concerns about future inflation.

• Canada remains relatively well positioned, benefiting from higher energy prices, resilient growth and stronger fiscal fundamentals than many developed economies.

Why are bond markets reacting to geopolitical uncertainty? How do d...

09/03/2026

After a strong rebound in August, investors may be wondering what's next for markets. In its latest Asset Allocation Strategy, NBI's CIO Office examines the opportunities and risks surrounding AI, rising debt levels, and global conflicts, while highlighting why diversification and disciplined portfolio management remain essential.

The summer of 2026 ended better than it began. After a turbulent July, most equity markets rebounded in…

08/26/2026

Recent market returns have been impressive, but where have those gains really come from? This article explores the sectors and companies driving market performance and asks an important question: was it skill, luck, or simply being in the right place at the right time? A thoughtful read for long-term investors.

A look at whether the market's recent narrow, sector-driven gains reflect real skill or just being in the right place at the right time — the classic skill vs. luck question.

08/19/2026

Successful investing isn't about chasing yesterday's winners. It's about identifying tomorrow's opportunities. This insightful article examines why international equities remain an important consideration for a well-diversified portfolio.

U.S. dominated in 2024, international in 2025 — now both are working. Valuations, improving governance, rising global trade, and Hormuz resolution potential keep the case for international equities intact, if less compelling than a year ago.