General Housekeeping and What We’re Reading
Key dates, issues and other miscellaneous information we’re watching, and sharing with clients:
Save the Date! March 22, 1 p.m. – A Future State of Mind. Leadership and retirement coach Marilyn Hintsa discusses why it can be challenging to envision the rest of your life and how to become better at it. This interactive session provides practical tips for connecting our present situation with our aspirations—an important step for retirement planning. Register Here
Inflation Data – Key information on consumer prices will be released on both sides of the border in the coming weeks, beginning March 14 with the U.S. Bureau of Labor Statistics’ monthly inflation print. A week later, on March 21, Statistics Canada will release the same gauge for Canadian consumer prices.
Read: Why Inflation Is Less Harmful Than You May ThinkRate Decisions – The U.S. Federal Reserve releases its latest monetary policy decision on March 22, followed by the Bank of Canada on April 12. Investors will be watching closely if either central bank lifts their benchmark rates, or indicates they intend to in upcoming decisions.
Tax Deadlines – A reminder the deadline to file your 2022 personal income tax return is May 1, unless you're self‑employed, in which case the deadline is June 15. Contact us for assistance or more information.
What we’re reading…
Noteworthy and notable articles, reports and other writings that caught our eye this past month (links may be paywalled. Please get in touch if interested in following up.):
On the Tight U.S. Job Market – It pays to quit; Almost half of workers who changed jobs in 2022 were rewarded with a pay raise that exceeded inflation – Bloomberg
The 60/40 Portfolio Back? – It’s finally doing better. Here’s what to expect the rest of the year – Barron’s
High Household Savings – ‘Excessive’ savings among Canadian and U.S. households may help avoid a harsh downturn – Investment Executive
Growth’s Rebound – There’s been a change in fortunes for growth stocks, which surged ahead of the value side of the market to start 2023 after facing brutal losses. Can it keep up? – Morningstar
In Books – The Art of Possibility: Transforming Professional and Personal Life by Rosamund Stone Zander and Benjamin Zander – Amazon.ca or please contact us for a new copy.
NEWSLETTER
Disclosure:
Although we obtain information contained in our newsletter from sources we believe to be reliable, we cannot guarantee its accuracy. The opinions expressed in the newsletter are those of JCIC Asset Management, its editors and contributors, and may change without notice. Any views or opinions expressed in the newsletter may not reflect those of the firm as a whole. The information in our newsletter may become outdated and we have no obligation to update it. The information in our newsletter is not intended to constitute individual investment advice and is not designed to meet your personal financial situation. It is provided for information purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor or a group of investors. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. We strongly advise you to discuss your investment options with your Relationship Manager prior to making any investments, including whether any investment is suitable for your specific needs.
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