Roosdahl Wealth Management

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.

05/26/2026

What’s driving the disconnect between strong markets and weak sentiment? This piece breaks down the growing “K-shaped” divide; and why it matters for investors.

The K-shaped economy is widening — asset owners are thriving while lower-income consumers struggle with inflation and high rates. For now, the wealthy are still spending, and that's what matters most for markets.

05/20/2026

Strong growth, surging markets, and AI-driven excitement, there’s a lot to like right now.
But stepping back, the data points toward a late-cycle environment worth paying attention to.

by Craig Basinger, Derek Benedet, Brett Gustafson & Spencer Morgan, Purpose Investments These markets are awe-inspiring and so…

05/12/2026

Big returns don’t always come from constant trading; they come from patience. A great reminder that long-term discipline often outperforms short-term action.

https://advisoranalyst.com/2026/05/11/profits-in-the-sitting.html/?utm_term=cgc,%20wmlh&utm_medium=enewsletter&utm_source=advisor_analyst&utm_campaign=enewsletter

04/28/2026

Golf is early mornings, long fairways, new places, and moments that stay with you long after the last putt drops. Summer is for chasing great courses, good company, and even better views.

Discover the best golf travel and lifestyle tips—destinations, packing, wellness, and how to live the game on and off the course.

04/22/2026

In a world of louder headlines and faster opinions, patience—not panic—is still an investor’s greatest edge.

https://www.purposeinvest.com/thoughtful/navigating-the-noise?utm_campaign=Market%20Ethos&utm_medium=email&_hsenc=p2ANqtz--NBos5DaONd-KkcDhTS79irTkJg0XLCVMWm2VbXIKUZpsHNNGweExLXax7GnXkOIlLnDIudkBGt6nefiP727-Ir7EQww&_hsmi=413510707&utm_content=413510707&utm_source=hs_email

04/07/2026

How to be a prudent investor in times like this? Not overreacting is one of the keys, as is thoughtful diversification...

While markets swing daily on geopolitical headlines, underlying fundamentals remain healthy — creating real opportunities for patient investors in beaten-down sectors like U.S. software and Canadian materials.

03/31/2026

https://www.purposeinvest.com/thoughtful/dip-buyers-where-art-thou?utm_campaign=Market%20Ethos&utm_medium=email&_hsenc=p2ANqtz--FOjlCg4QBsS6su3uC8bpnKjwRByxu4V3IHOX6pn2jev_K0tEDhDuWFV11GIwBnWVf8APFjDpq_nExXLmJhDJQn35Kig&_hsmi=411313551&utm_content=411313551&utm_source=hs_email

As conflict in the Middle East saps confidence, fewer investors are buying the dip. Are stretched markets to blame, and what can help reverse these topsy-turvy market trends?

03/19/2026

We are pleased to invite you to an exclusive virtual webinar taking place on March 30 at 9am PST, featuring Angelo Katsoras, Geopolitical Analyst at National Bank.

Monday, March 30, 2026 at 12 PM EDT