Insights

Welcome to our insights channels where we share information and events on topics of interest to you.

All 112 /ESG 3 /Family Dynamics 2 /Investment Management 25 /Tax Topics 1 /Uncategorized 8 /Wealth Planning 2 /Week That Was 72

WTW July 10th, 2025

Markets continued their summer rally this week, with th...

Posted July 11, 2025 in Week That Was

July 11, 2025/by ncpdfo

WTW July 4th, 2025

This week, with Russ away visiting family in Central Ca...

Posted July 4, 2025 in Week That Was

July 4, 2025/by ncpdfo

WTW June 27th, 2025

Sanguine, relieved, or exuberant? I’ll opt for sangui...

Posted June 27, 2025 in Week That Was

June 27, 2025/by ncpdfo

WTW June 20th, 2025

It was a muted week on the markets with both equity and...

Posted June 20, 2025 in Week That Was

June 20, 2025/by ncpdfo

WTW June 13th, 2025

We’re back after a 2-week hiatus. Between conferences...

Posted June 13, 2025 in Week That Was

June 13, 2025/by ncpdfo

WTW May 23rd, 2025

It was a modestly negative week for most asset classes....

Posted May 23, 2025 in Week That Was

May 23, 2025/by ncpdfo

WTW May 16th, 2025

It was a good week for US equities as the tariff war wa...

Posted May 16, 2025 in Week That Was

May 16, 2025/by ncpdfo

WTW May 9th, 2025

It was a positive week for equities again while the bon...

Posted May 9, 2025 in Week That Was

May 9, 2025/by ncpdfo

WTW May 2nd, 2025

There was a better tone in both equity and bond markets...

Posted May 2, 2025 in Week That Was

May 2, 2025/by ncpdfo

WTW April 25th, 2025

It was another wild ride on the equity markets, driven ...

Posted April 25, 2025 in Week That Was

April 25, 2025/by ncpdfo

WTW April 11th, 2025

It’s hard to believe but the chaos on the markets thi...

Posted April 11, 2025 in Week That Was

April 11, 2025/by ncpdfo

Investing in a Changing W...

NCP's Interview Series returns, featuring Rodrigo Gordi...

Posted April 9, 2025 in Investment Management

April 9, 2025/by ncpdfo

WTW April 4th, 2025

“Liberation Day” has come and gone with sweeping ta...

Posted April 4, 2025 in Week That Was

April 4, 2025/by ncpdfo

WTW March 28th, 2025

Equity markets are still positive for the week as I wri...

Posted March 28, 2025 in Week That Was

March 28, 2025/by ncpdfo

WTW March 21st, 2025

That was a better week. Gains were made across almost a...

Posted March 21, 2025 in Week That Was

March 21, 2025/by ncpdfo

Interview with Michael Ch...

NCP's Interview Series with Russell Lazaruk returns, fe...

Posted March 18, 2025 in Investment Management

March 18, 2025/by ncpdfo

WTW March 14th, 2025

Remember the good old days of 2024, when all we worried...

Posted March 14, 2025 in Week That Was

March 14, 2025/by ncpdfo

Bitcoin Demystified: Prac...

We are often asked to share our thoughts on Bitcoin, so...

Posted March 12, 2025 in Investment Management

March 12, 2025/by ncpdfo

WTW March 7th, 2025

Volatility is the watch word this week with markets rea...

Posted March 7, 2025 in Week That Was

March 7, 2025/by ncpdfo

WTW February 21st, 2025

It was a modestly positive week on equity markets while...

Posted February 21, 2025 in Week That Was

February 21, 2025/by ncpdfo

WTW February 14th, 2025

It’s been a mildly positive week on most markets. The...

Posted February 14, 2025 in Week That Was

February 14, 2025/by ncpdfo

WTW February 7th, 2025

Despite the rhetoric and headlines over the past 10 day...

Posted February 7, 2025 in Week That Was

February 7, 2025/by ncpdfo

WTW January 23rd, 2025

Russ has headed to London for the week, so I (Sam Coby)...

Posted January 24, 2025 in Week That Was

January 24, 2025/by ncpdfo

WTW January 17th, 2025

It was a mildly positive week for equites with bond yie...

Posted January 17, 2025 in Week That Was

January 17, 2025/by ncpdfo

WTW January 10th, 2025

We are back after our Christmas Holiday hiatus. Our Chr...

Posted January 10, 2025 in Week That Was

January 10, 2025/by ncpdfo

WTW December 20th, 2024

Good Morning,

This week was anything but...

Posted December 20, 2024 in Week That Was

December 20, 2024/by ncpdfo

WTW December 13th, 2024

Equity markets were basically flat for the week while t...

Posted December 13, 2024 in Uncategorized

December 13, 2024/by ncpdfo

WTW December 6th, 2024

It was a mildly positive week on the markets with both ...

Posted December 6, 2024 in Week That Was

December 6, 2024/by ncpdfo

WTW November 29th, 2024

It was a short but positive week on the markets as our ...

Posted December 2, 2024 in Uncategorized

December 2, 2024/by ncpdfo

WTW November 22nd, 2024

It was a mixed week on the markets. Equities were mildl...

Posted November 22, 2024 in Week That Was

November 22, 2024/by ncpdfo

WTW November 15th, 2024

A mixed week where US equities and crypto currencies hi...

Posted November 15, 2024 in Week That Was

November 15, 2024/by ncpdfo

WTW November 8th, 2024

It was a glorious week for equity investors as the mark...

Posted November 8, 2024 in Uncategorized

November 8, 2024/by ncpdfo

Manager Selection, the Mo...

NCP's Interview series with Russell Lazaruk is back wit...

Posted November 7, 2024 in Investment Management

November 7, 2024/by ncpdfo

A Discussion on Macroecon...

NCP's Interview series with Russell Lazaruk is back wit...

Posted November 4, 2024 in Investment Management

November 4, 2024/by ncpdfo

WTW November 1st, 2024

It was a mixed week on the markets with equities sellin...

Posted November 1, 2024 in Week That Was

November 1, 2024/by ncpdfo

WTW October 25th, 2024

Market volatility is starting to ramp up as we approach...

Posted October 25, 2024 in Week That Was

October 25, 2024/by ncpdfo

WTW October 18th, 2024

It was a generally positive week on the markets with bo...

Posted October 18, 2024 in Uncategorized

October 18, 2024/by ncpdfo

WTW October 11th, 2024

It has been a week of contradictions. Equity markets ro...

Posted October 11, 2024 in Week That Was

October 11, 2024/by ncpdfo

WTW October 4th, 2024

We’re back. A combination of holidays (Sam) and famil...

Posted October 4, 2024 in Week That Was

October 4, 2024/by ncpdfo

Portfolio Construction fo...

The latest interview in our Investment Management Insig...

Posted October 1, 2024 in Investment Management

October 1, 2024/by ncpdfo

WTW August 30th, 2024

It was a mixed week on the markets with bond yields sli...

Posted August 29, 2024 in Week That Was

August 29, 2024/by ncpdfo

WTW August 23rd, 2024

Despite a good start to the week, markets started to sh...

Posted August 23, 2024 in Week That Was

August 23, 2024/by ncpdfo

WTW August 16th, 2024

Proving that volatility is a two-way street, markets ha...

Posted August 16, 2024 in Week That Was

August 16, 2024/by ncpdfo

WTW August 9th, 2024

This week’s edition is a joint effort between me and ...

Posted August 9, 2024 in Week That Was

August 9, 2024/by ncpdfo

WTW August 2nd, 2024

We have a shortened edition of the Week that Was in adv...

Posted August 2, 2024 in Week That Was

August 2, 2024/by ncpdfo

WTW July 26th, 2024

This week, Russ is enjoying some well-deserved time off...

Posted July 26, 2024 in Week That Was

July 26, 2024/by ncpdfo

Farmland as an Asset

Farmland is a unique asset class with its own attribute...

Posted July 24, 2024 in Investment Management

July 24, 2024/by ncpdfo

WTW July 19th, 2024

It was a mixed week on markets with the S&P500 down...

Posted July 19, 2024 in Week That Was

July 19, 2024/by ncpdfo

WTW July 12th, 2024

It has bee a modestly positive week on both equity and ...

Posted July 12, 2024 in Week That Was

July 12, 2024/by ncpdfo

WTW July 5th, 2024

It was a quiet week on the markets with closures in Can...

Posted July 5, 2024 in Week That Was

July 5, 2024/by ncpdfo

WTW June 28th, 2024

It was a relatively quiet week on equity and bond marke...

Posted June 28, 2024 in Week That Was

June 28, 2024/by ncpdfo

WTW June 21st, 2024

It was a bit of a mixed bag on the markets this week. C...

Posted June 21, 2024 in Week That Was

June 21, 2024/by ncpdfo

WTW June 14th, 2024

It was a mixed week on the markets with the S&P500 ...

Posted June 14, 2024 in Week That Was

June 14, 2024/by ncpdfo

WTW June 7th, 2024

It was a mildly positive week on the markets with both ...

Posted June 7, 2024 in Week That Was

June 7, 2024/by ncpdfo

WTW May 31st, 2024

It was a mixed week, with markets feeling pretty good u...

Posted May 31, 2024 in Week That Was

May 31, 2024/by ncpdfo

Using AI to showcase AI ...

Coaxed from AI by,
Grant Colby
Managing ...

Posted May 30, 2024 in Investment Management

May 30, 2024/by ncpdfo

WTW May 24th, 2024

It was a relatively quiet week on the markets. Canada h...

Posted May 24, 2024 in Week That Was

May 24, 2024/by ncpdfo

WTW May 10th, 2024

It was a mildly positive week across all asset classes ...

Posted May 10, 2024 in Week That Was

May 10, 2024/by ncpdfo

WTW May 3rd, 2024

While the week finished close to flat, it was not a str...

Posted May 3, 2024 in Week That Was

May 3, 2024/by ncpdfo

SDA+ Q1 2024 Factsheet

Sustainable Dividend Achievers+
Investment Objec...

Posted April 19, 2024 in Investment Management

April 19, 2024/by ncpdfo

WTW April 19th, 2024

We’re back after last week’s absence when we were i...

Posted April 19, 2024 in Week That Was

April 19, 2024/by ncpdfo

WTW April 5th, 2024

Both equity and bond markets were weaker this week with...

Posted April 5, 2024 in Week That Was

April 5, 2024/by ncpdfo

WTW March 22nd, 2024

It was a good week for investors as equity markets main...

Posted March 22, 2024 in Week That Was

March 22, 2024/by ncpdfo

WTW March 15th, 2024

It was a mixed week on the markets. Equity markets look...

Posted March 15, 2024 in Week That Was

March 15, 2024/by ncpdfo

WTW March 8th, 2024

Despite some volatility earlier in the week markets hav...

Posted March 8, 2024 in Week That Was

March 8, 2024/by ncpdfo

WTW March 1st, 2024

A relatively quiet week on the markets. The only except...

Posted March 1, 2024 in Week That Was

March 1, 2024/by ncpdfo

WTW February 23rd, 2024

Equity markets were dominated by one name this week, Nv...

Posted February 23, 2024 in Week That Was

February 23, 2024/by ncpdfo

WTW February 16th, 2024

A modestly positive week that masked a short sharp sell...

Posted February 16, 2024 in Week That Was

February 16, 2024/by ncpdfo

WTW February 9th, 2024

A mixed week on the markets with the S&P500 making ...

Posted February 9, 2024 in Week That Was

February 9, 2024/by ncpdfo

WTW February 2nd, 2024

An interesting week on the markets with the equities se...

Posted February 2, 2024 in Week That Was

February 2, 2024/by ncpdfo

WTW January 26th, 2024

It was a generally positive week on the equity markets ...

Posted January 26, 2024 in Week That Was

January 26, 2024/by ncpdfo

SDA+ Outlook for 2024

Because SDA+ is a target return methodology designed to...

Posted January 18, 2024 in Investment Management

January 18, 2024/by ncpdfo

SDA+ 2023 Report Card

Posted January 18, 2024 in Investment Management

January 18, 2024/by ncpdfo

WTW January 19th, 2024

Another interesting week on the markets. The US was clo...

Posted January 17, 2024 in Week That Was

January 17, 2024/by ncpdfo

WTW January 12th, 2024

It’s been an interesting week on the markets. The S&a...

Posted January 12, 2024 in Uncategorized, Week That Was

January 12, 2024/by ncpdfo

WTW December 8th, 2023

A quieter week on the markets. Equities were essentiall...

Posted December 8, 2023 in Week That Was

December 8, 2023/by ncpdfo

WTW December 1st, 2023

We will look back at this November with fond memories a...

Posted December 1, 2023 in Week That Was

December 1, 2023/by ncpdfo

WTW November 24th, 2023

It was a short week on the markets, as our US cousins c...

Posted November 24, 2023 in Week That Was

November 24, 2023/by ncpdfo

WTW November 17th, 2023

It was another positive week on both equity and bond ma...

Posted November 17, 2023 in Uncategorized

November 17, 2023/by ncpdfo

WTW November 11th, 2023

Markets were mixed this week. The TSX gave up last week...

Posted November 10, 2023 in Week That Was

November 10, 2023/by ncpdfo

SDA+ Oct 2023 Factsheet

Sustainable Dividend Achievers+
Investment Objec...

Posted November 8, 2023 in Investment Management

November 8, 2023/by ncpdfo

WTW November 3rd, 2023

The markets brought relief to investors this week with ...

Posted November 3, 2023 in Week That Was

November 3, 2023/by ncpdfo

WTW October 27th, 2023

Good Morning

We’re back ...

Posted October 27, 2023 in Week That Was

October 27, 2023/by ncpdfo

SDA+ Q3 2023 Commentary

Hello, Mean Reversion, my Old Friend
Mean revers...

Posted October 18, 2023 in Investment Management

October 18, 2023/by ncpdfo

SDA+ Sept 2023 Factsheet

Sustainable Dividend Achievers+
Investment Objec...

Posted October 18, 2023 in Investment Management

October 18, 2023/by ncpdfo

It’s not a Beauty Conte...

In the realm of investment management, the concept of b...

Posted August 24, 2023 in Investment Management

August 24, 2023/by ncpdfo

WTW August 18th, 2023

The Week that Was

Bond yields up, ...

Posted August 18, 2023 in Week That Was

August 18, 2023/by ncpdfo

China – Ticking Tim...

China has been THE global growth story for most of this...

Posted August 16, 2023 in Uncategorized

August 16, 2023/by ncpdfo

WTW Aug 11, 2023

The Week That Was

It was a short a...

Posted August 11, 2023 in Week That Was

August 11, 2023/by ncpdfo

WTW August 4th, 2023

The Week That Was

Equity a...

Posted August 4, 2023 in Week That Was

August 4, 2023/by ncpdfo

SDA+ July 2023 Factsheet

Sustainable Dividend Achievers+

Investme...

Posted August 2, 2023 in Investment Management

August 2, 2023/by ncpdfo

Making the Most of Your R...

Written by: Russ Lazaruk, RIAC, CIWM, WIM, FCSI
...

Posted August 2, 2023 in Tax Topics

August 2, 2023/by ncpdfo

WTW July 28th, 2023

The Week That Was

Equity m...

Posted July 28, 2023 in Week That Was

July 28, 2023/by ncpdfo

WTW July 21st, 2023

The Week That Was

We’re ...

Posted July 21, 2023 in Week That Was

July 21, 2023/by ncpdfo

Goals-Based Asset Allocat...

In a previous posting we looked at the difference betwe...

Posted July 19, 2023 in Wealth Planning

July 19, 2023/by ncpdfo

WTW July 14th, 2023

The Week That Was

Both equ...

Posted July 14, 2023 in Week That Was

July 14, 2023/by ncpdfo

Investment Risk Tolerance...

Investment risk tolerance and investment risk capacity ...

Posted July 7, 2023 in Wealth Planning

July 7, 2023/by ncpdfo

SDA+ Q2 2023 Commentary

Sustainable Dividend Achievers+

Portfoli...

Posted July 1, 2023 in Investment Management

July 1, 2023/by ncpdfo

SDA+ June 2023 Factsheet

Sustainable Dividend Achievers+

In...

Posted July 1, 2023 in Investment Management

July 1, 2023/by ncpdfo

SDA+ May 2023 Factsheet

Sustainable Dividend Achievers+

Investme...

Posted June 1, 2023 in Investment Management

June 1, 2023/by ncpdfo

SDA+ Q1 2023 Commentary

Sustainable Dividend Achievers+

Investme...

Posted April 1, 2023 in Investment Management

April 1, 2023/by ncpdfo

February 2023 Factsheet

Sustainable Dividend Achievers+

In...

Posted March 1, 2023 in Uncategorized

March 1, 2023/by ncpdfo

A Discussion on Canadian ...

The latest interview in our Investment Management Insig...

Posted November 24, 2022 in Investment Management

November 24, 2022/by ncpdfo

Investing in an Inflation...

The latest interview in our Investment Management Insig...

Posted September 13, 2022 in Investment Management

September 13, 2022/by ncpdfo

Re-generative Farming and...

Listen to our latest interview in our Environmental Soc...

Posted September 7, 2022 in ESG

September 7, 2022/by ncpdfo

Interview with Patricia S...

NCP Digital Family Office's COO Ovidiu Schiopu intervie...

Posted August 29, 2022 in Family Dynamics

August 29, 2022/by ncpdfo

ESG & Greenwashing

NCP Digital Family Office's Russ Lazaruk and Honeytree ...

Posted July 27, 2022 in ESG

July 27, 2022/by ncpdfo

Interview with David Bent...

NCP Digital Family Office's COO Ovidiu Schiopu intervie...

Posted June 15, 2022 in Family Dynamics

June 15, 2022/by ncpdfo

The Future is Clean Webin...

As the clean energy investment conversation gains momen...

Posted June 15, 2022 in ESG

June 15, 2022/by ncpdfo

The stock market and emot...

I don’t think anybody will be surprised to hear this ...

Posted February 23, 2022 in Investment Management

February 23, 2022/by ncpdfo

Musical chairs & the ...

Two esteemed publications, The Economist and Grant's In...

Posted February 23, 2022 in Investment Management

February 23, 2022/by ncpdfo

Inflation, MPT, and the 6...

For the past 40 years investors have enjoyed one of th...

Posted February 22, 2022 in Investment Management

February 22, 2022/by ncpdfo