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Sat, Jun 19th, 2021

Matthew Levy

Matthew Levy

After graduating with a Bachelor of Science in Economics from the University of Victoria in 2010, Matthew developed a passion for helping clients meet their financial freedom through strong, risk-adjusted portfolios. Formerly, he was responsible for managing and co-managing over $600MM in cumulative assets for private households and institutions. Matthew also undertook and completed his CFA® charter in 2015, a rigorous professional credential program promoting the highest standards of education, ethics, and professional excellence in the investment profession.

One of the many things Matthew is aiming to accomplish with his newsletter is to help you personally navigate financial markets as a professional would, by offering general market overviews over different time frames, highlighting leading and lagging sectors within the market, and (hopefully) captivating macroeconomic updates as necessary. If you want an excellent way to grab an edge over the market, sign up for the Stock Trading Alerts. You’ll stay up-to-date with his analyses and the ability to reach out with any specific questions or updates you would like to see in future newsletters. Sign-up is a few clicks away, and Matthew looks forward to helping you on your investment journey.

Most Recent Stories

Those Tax Hikes I Warned About...

Remember how every month in 2021 started off hot and then saw a pullback and volatility occur by the second half of the month? Welcome to the second half of April.

Earnings Season’s Hot Start

“Other than my Cincinnati Bengals breaking my heart, few things are more consistent than stocks higher in April.”

Stocks are Heating Up

In keeping with its historical performance, April has started off white-hot. We ended March, and Q1 for that matter, with more questions than answers.

Tax Hikes are Coming

The first quarter of 2021 is officially almost finished. Time flies when you’re having fun, right? While a broad correction did not happen by now, as I expected, the Nasdaq did enter correction territory...

The Three Pillars for Stocks

While the major indices are still positive for 2021, every month this year has been marked by hot starts, marred by mid-month uncertainty and downturns. We’re dealing with rising bond yields, inflation...

The REIT Special - An Inflation Hedge

In this REIT Special Edition, I will break down the WHY. But not, we aren’t going to just talk about the ICF ETF. We will dig into what specific real estate sectors you might want to consider when looking...

Marking One Year Since Stocks Bottomed

Do you realize what Tuesday (Mar. 23) marked? One year since the market bottomed. Can you believe that it’s already been a year? Calling it a roller coaster is an understatement.

Return of the Rising Yields

March Madness started on Thursday (Mar. 18), but stocks got the jump on their own brackets this week. Let’s dive in.

Stock March Madness - Who you got?

Stocks will be hanging onto Jay Powell’s every word and every breath on Wednesday (Mar. 17) and scrutinize his thoughts on interest rates and inflation.

Big Trading Week for Stock Markets

This week should be full of excitement for the indexes. Will we see more record highs? Will the Nasdaq catch up and recover? How will the newly signed $1.9 trillion “America Rescue Plan” impact the...

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