Roosdahl Wealth Management

09/03/2026

After a strong rebound in August, investors may be wondering what's next for markets. In its latest Asset Allocation Strategy, NBI's CIO Office examines the opportunities and risks surrounding AI, rising debt levels, and global conflicts, while highlighting why diversification and disciplined portfolio management remain essential.

The summer of 2026 ended better than it began. After a turbulent July, most equity markets rebounded in…

08/26/2026

Recent market returns have been impressive, but where have those gains really come from? This article explores the sectors and companies driving market performance and asks an important question: was it skill, luck, or simply being in the right place at the right time? A thoughtful read for long-term investors.

A look at whether the market's recent narrow, sector-driven gains reflect real skill or just being in the right place at the right time — the classic skill vs. luck question.

08/19/2026

Successful investing isn't about chasing yesterday's winners. It's about identifying tomorrow's opportunities. This insightful article examines why international equities remain an important consideration for a well-diversified portfolio.

U.S. dominated in 2024, international in 2025 — now both are working. Valuations, improving governance, rising global trade, and Hormuz resolution potential keep the case for international equities intact, if less compelling than a year ago.

08/13/2026

What if the key to successful investing isn't finding the next big winner, but simply sticking to your strategy? A great reminder that time in the market beats chasing market trends.

https://advisoranalyst.com/2026/08/12/no-secrets-no-shortcuts-ben-carlson-on-the-discipline-that-separates-wealth-builders-from-market-chasers.html

07/23/2026

What if the AI story doesn't unfold the way everyone expects? Smart investing means considering both the opportunities and the risks. A worthwhile read.

by Thomas Shipp, Head of Equity Research, LPL Research The most dangerous investment mistakes often begin with an…

07/14/2026

Markets have faced no shortage of challenges this year; from geopolitical tensions to inflation concerns and policy uncertainty. Yet, economies and markets have shown remarkable resilience.

Midway through 2026, Franklin Templeton Institute’s Global Investment Outlook framework remains a valuable lens—but the landscape has shifted.

07/06/2026

Is momentum driving markets more than fundamentals right now?

This week's article explores why technical analysis may be gaining the upper hand in today's market environment and what that could mean for investors.

Fundamentals tell you what something is worth. Price tells you what the market is willing to pay for it right now. We go deeper on where the CFA and the CMT agree, and where they don't.

06/29/2026

NBI’s latest market outlook explores the key themes driving the economy and investment landscape, and what they could mean for investors moving forward.

The CIO Office presents the Base Case Scenario for the third quarter of 2026.

06/16/2026

If your spouse is a U.S. citizen, your TFSA might not be as simple as it seems. Cross-border rules can turn a “tax-free” account into ongoing reporting headaches; making the details in your estate plan more important than ever.

The Internal Revenue Services treats TFSAs as foreign investment accounts — that can trigger reporting obligations

06/01/2026

The recent rise in inflation may feel familiar, but the drivers appear far less structural than the 2021/22 cycle.
With energy and supply chain disruptions playing a key role, the outlook may be more temporary than many fear.

A helpful perspective for staying grounded in today’s market environment:

Inflation is back — but this time, the drivers are different. The Strait of Hormuz, AI infrastructure buildouts, and a tightening labour market are all pushing prices higher.