Just like a skilled rider managing the unpredictable movements of a bucking horse, successful investors needed a combination of skill, patience, and focus during the ups and downs of 2023. The events served as a reminder of the difficulty in accurately predicting economic or market events. Learn more in our 2023 Year-End Commentary.

Tennis and wealth management share striking similarities in their stamina, patience, and strategic thinking requirements. In tennis, players need physical stamina to endure long matches, mental patience to wait for the right moment to strike, and tactical acumen to outmaneuver their opponents.

The check engine light is flashing, yet the car still seems to be performing well. Portfolio Managers Lorenzo Pederzani and Matthew Evans, take a closer look under the hood and discuss opportunities and risks in both public and private markets.

Westmount Wealth Portfolio Managers Matthew Evans & Lorenzo Pederzani review 2023 Q1 market performance as well as the some of the major headlines during the quarter.

Westmount Wealth Portfolio Managers Matthew Evans & Lorenzo Pederzani cover market performance in 2022 as well as reviewing the performance of the Westmount Wealth funds.

The end of the third quarter was a volatile one, seeing a sharp rally through August and even sharper reversal in September, bringing equities back to their June lows. This was triggered by the same themes that have plagued 2022 thus far.

Matthew Evans & Lorenzo Pederzani provide some content on what has been a difficult start to the year for both bonds and equities.

Matthew Evans & Lorenzo Pederzani provide some content on what has been a difficult start to the year for both bonds and equities.