Monthly Newsletter – January 2022

By |February 1st, 2022|

January was the worst month for U.S. stock markets since the start of the pandemic in early 2020. While the TSX was buoyed up by strong commodity prices, the S&P 500 fell by 5.3% and the NASDAQ fell by 9%.  It is not unusual for markets to retrace gains made in strong periods, and there is no doubt that since the markets bottomed in April 2020, this has been a very strong period indeed.

Monthly Newsletter – December 2021

By |January 4th, 2022|

If you were not surprised by the markets in 2021, you were not paying attention. At the start of 2021 nobody expected a second consecutive year of great stock market gains. Nobody expected record low unemployment, or rising (and still rising) housing prices, or that inflation would increase at rates not seen in thirty or more years. We at Baskin Wealth Management were as surprised as everyone else; pleasantly so, in this case, but we know that not all surprises are nice ones. As I settle into my new role as Chairman of Baskin Wealth Management, I would like to share four lessons I have learned from my thirty years as a professional investor. I think they can help to make you a happier, more confident, and more successful investor.

Outlook 2022

By |December 3rd, 2021|

On Thursday, December 2, David conducted our first virtual Outlook event where he discussed the current inflationary environment touching on the causes, whether we should we be concerned or not and what we are doing about it. If you were not able to attend, or did and would like a recap, we have attached a recording of the event as well as a copy of David’s slides with notes.

Monthly Newsletter – October 2021

By |November 1st, 2021|

David revisits a theme from earlier this year, discussing the difference between speculation and investing and how important it is to understand that these are very different from each other with very different rules and outcomes. He cites some well known examples of speculation in the market and reaffirms that our approach is about being a fundamentals based investor.

Monthly Newsletter – September 2021

By |October 4th, 2021|

The American novelist Norman Mailer wrote: “There was that law of life, so cruel and so just, that one must grow or else pay more for remaining the same.”  At Baskin Wealth Management, we have chosen to grow. In this month’s newsletter, David discusses the recent succession planning changes made by us as we lay the foundation for the next twenty or thirty years ensuring we remain the high-touch, high-knowledge service that has built our business.

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