Luft Financial Inc

04/29/2026

We have posted our April 2026 Portfolio Management Team Update. In this market update, Robert Luft walks through what’s been happening in global markets, and what it means for your portfolio. After a relatively stable start to the year, markets shifted quickly in late February and March. Rising geopolitical tensions, higher energy prices, and changing expectations around interest rates have created a more volatile and uncertain environment.

https://youtu.be/1pA_ChURQsI

April 2026 Portfolio Management Update

03/17/2026

We have posted 14 Tax And Planning Strategies Every Luft Financial Client Should Consider For 2026. In this video, Robert Luft walks through 14 tax and planning strategies every Luft Financial client should consider for 2026. This update covers practical areas like charitable giving, capital gains planning, TFSA and RRSP strategies, estate updates, and how these pieces fit within your broader financial plan.

https://youtu.be/LI9NoXgn0KI

In this video, Robert Luft walks through 14 tax and planning strategies every Luft Financial client should consider for 2026. This update covers practical ar...

01/31/2026

We have posted 2025 Market Review & 2026 Outlook!

In this video, Robert Luft reviews the key market themes from 2025 and explains why resilience defined the year for investors, despite sharp pullbacks and unsettling headlines. Looking ahead to 2026, Robert shares his perspective on elevated valuations, slowing economic momentum, and rising volatility, and outlines how Luft Financial portfolios are being positioned with a greater focus on balance, risk management, and long-term capital preservation.

https://youtu.be/8f74T4JbXr8

We have posted the 2025 Market Review & 2026 Outlook!

In this video, Robert Luft reviews the key market themes from 2025 and explains why resilience defined the year for investors, despite sharp pullbacks and un...

12/23/2025

We’ve released our December 2025 Portfolio Management Team Update, which takes a closer look at recent market developments. The update includes the stall in the global equity rally, sector rotation, and the factors influencing portfolio management decisions as we look ahead to the new year.

https://www.luftfinancial.com/news-commentary/december-2025-portfolio-management-team-update/

12/20/2025

We have posted our last video for 2025, TSX Among Best Performers Globally as Canadian Economy Improves. In this video, Elvis Picardo reviews what has been an incredible year for global markets, with equities rallying almost month after month. He highlights the Canadian TSX as one of the best-performing indices globally and points to early signs of improvement in the Canadian economy. Elvis also shares a Luft Financial portfolio update and explains why we are confident client portfolios are well-positioned heading into 2026.

https://youtu.be/LK8XRXK-rEo

In this video, Elvis Picardo reviews what has been an incredible year for global markets, with equities rallying almost month after month. He highlights the ...

11/28/2025

Our November 2025 Portfolio Management Team Update has just been posted on the Luft Financial website. Global equities posted a sixth straight month of gains in October, with most major indices advancing despite a noticeable uptick in volatility. This month’s update provides a detailed look at what’s driving the rally and how these trends are shaping our year-end outlook.

https://www.luftfinancial.com/news-commentary/november-2025-portfolio-management-team-update/

October was the sixth straight month of gains for global equities, although there was a noticeable uptick in volatility. The TSX Composite rose 0.8% last month, led by technology and utilities, while the materials sector was a notable detractor. The S&P 500 gained 2.3% in October, as the companies i...

11/21/2025

We’ve just posted our latest video, Inflection Point. In this video, Elvis Picardo discusses the sixth consecutive month of gains for global equities and explores why markets may be nearing an inflection point, with December historically being a more challenging month. He also shares a Luft Financial portfolio update and outlines why we believe client portfolios are well-positioned heading into year-end.

Watch the video: https://youtu.be/rPP7Qydjtxs

In this video, Elvis Picardo discusses the sixth consecutive month of gains for global equities and explores why markets may be nearing an inflection point, ...

10/28/2025

Our October 2025 Portfolio Management Team Update is now live on the Luft Financial website. Global equities rallied for the fifth straight month in September, propelled by expectations for continued robust earnings growth, a resumption of interest rate cuts, and ongoing enthusiasm for AI-related stocks, though elevated valuations and slowing growth suggest investors should brace for potential volatility ahead.

https://www.luftfinancial.com/news-commentary/october-2025-portfolio-management-team-update/

Global equities rallied for the fifth straight month in September, propelled by expectations for continued robust earnings growth, a resumption of interest rate cuts, and ongoing enthusiasm for artificial intelligence (AI)-related stocks. The TSX Composite rose 5.1% last month; the index’s 11.8% s...

10/23/2025

We’ve just released our latest video, Bracing for a Correction. In this update, Elvis Picardo reviews the recent bullish market performance, discusses why investors should still brace for a possible correction, and provides an update on Luft Financial portfolios. He also shares two key action steps for clients navigating current market volatility.

https://youtu.be/l88KdLUW3H0

In this update, Elvis Picardo reviews the recent bullish market performance, discusses why investors should still brace for a possible correction, and provid...

09/23/2025

Our September 2025 Portfolio Management Team Update is now live on the Luft Financial website. August marked a fourth straight month of equity gains, and while interest rate cuts may be the latest catalyst for equities, our latest update explores how slowing economic growth and high valuations may test market resilience heading into the fall.

https://www.luftfinancial.com/news-commentary/september-2025-portfolio-management-team-update/

August marked a fourth straight month of equity gains, but our latest update explores how interest rate cuts, slowing economic growth, and high valuations may test market resilience heading into the fall.