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O'Farrell News & Insights

Articles

Mid-Year Financial Check-Up: Are You on Track With Your 2025 Goals?

As we cross the halfway mark of 2025, now is the perfect time for a financial check-up. It is a great idea to review the goals you set...

Allison Martin

Jun 4, 2025

Five Questions to Start your Financial Plan

As a Financial Advisor, I often get asked variations of the following questions: When can I retire? How much do I need to save for...

Sarah Chisholm

May 1, 2025

Young Investors – Do they have financial knowledge?

We try to teach our kids to be resilient, to know right from wrong, to stand up for themselves, to be polite and to work hard. Some of us...

Cyndy Batchelor

Mar 27, 2025

Children’s CI: A Worthwhile Investment?

The worst news you could receive is that your child has fallen sick with a critical illness. Worry, fear, and concern come crashing down....

Andrew Goetz

Mar 3, 2025

Maintaining Financial Goals in 2025

As we move into 2025, it’s essential to maintain focus on our financial goals. The beginning of a new year often brings a surge of...

Cole Seabrook

Jan 23, 2025

Holiday Greetings

The holiday season is upon us! We are quickly approaching one of the busiest times of the year and it can be so easy to get wrapped up in...

Allison Martin

Dec 2, 2024

“Money on your Mind. Talk about it!”

Each year the Financial Consumer Agency of Canada (FCAC) dedicates the month of November as Financial Literacy Month. The campaign for...

Sarah Chisholm

Nov 5, 2024

Estate Planning and Best Practices

As part of the Estate Planning process, it is imperative that you organize your affairs so that they are managed according to your...

Cyndy Batchelor

Oct 1, 2024

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Market Updates

Wealth Market Recap

Climbing The Wall of Worry

The North American equity markets ended the last month of the year on a positive note despite several worries on investors’ minds. The concerns ranging from increasing geopolitical tensions, future profitability of companies investing heavily in artificial intelligence infrastructure, to the policy rate trajectory amid still high inflation and a softening labour market weighed on investor sentiments for the most part in December. The ongoing uncertainty helped demand for saf

Vipul Arora

7 hours ago

Selectivity to Navigate Uncertainty

North American capital markets have been witnessing choppy markets since the beginning of November as investors moved from one concern to another in a short span of time. From worries around impact of extended government shutdown on the state of the economy to if the United States Federal Reserve delivered a rate cut on December 10 th , the date for Federal Open Market Committee (FOMC) meeting, to if the extent of capital expenditure done to build the artificial intelligence

Vipul Arora

Dec 17, 2025

Shutdown Jitters!

After ignoring the risks from the government shutdown for a long period, the North American capital markets finally appeared on a shaky ground after the United States’ government shutdown entered its longest run. Historically, the markets have largely ignored the government shutdowns as they typically get resolved before they begin to cause lasting damage to the economy. However, the current shutdown carrying on beyond the 35 days (previous record) put together with air trave

Vipul Arora

Nov 13, 2025

No Easy Path!

The month of September defied the expected seasonality of typically being a weak month of the year and both equity and fixed income asset classes witnessed positive performance for the month. The S&P 500 Index and the S&P TSX Index were in green by ~+4.25% and ~+4.92%; respectively, while the aggregate fixed income indices were up by ~+1.33% in the United States and ~+2.29% in Canada. The risk assets rallied in anticipation of the start of a policy rate cut cycle after a long

Vipul Arora

Oct 16, 2025