Doing well last year meant preserving capital and minimizing losses
Even conservative strategies felt the pain last year
Stocks may move from jittery to range-bound as investors adjust to higher interest rates
Analyst forecasts softer trajectory for the company in 2023
Energy sector was the year's investment winner
Being empathetic and sharing facts can keep clients grounded during tough times
The best solution to the complex transition may be flexibility
Family-controlled companies consistently outperform, National Bank report finds
Energy is the industry with the highest number of companies moving up from the Russell 2000 to the Russell 1000
With the S&P 500 now in a bear market, clients may have questions. Here's how to answer them