Roosdahl Wealth Management

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.

Three Reasons to Worry — Or Not: NBI’s CIO Office Sizes Up the Bull Market’s Soft Spots – AdvisorAnalyst.com The summer of 2026 ended better than it began. After a turbulent July, most equity markets rebounded in…

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.

Where Returns Have Come From 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.

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.

The Fixer-Upper Trade: Why International Equities Still Have Room to Run 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.

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

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.

Imagining the Unthinkable for AI Investors – AdvisorAnalyst.com by Thomas Shipp, Head of Equity Research, LPL Research The most dangerous investment mistakes often begin with an…

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.

The World Didn’t Break: 2026 Mid-Year Investment Outlook – AdvisorAnalyst.com Midway through 2026, Franklin Templeton Institute’s Global Investment Outlook framework remains a valuable lens—but the landscape has shifted.

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.

Rise of the Market Technician 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.

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

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

Your U.S. spouse probably doesn’t want to inherit that TFSA | Advisor.ca The Internal Revenue Services treats TFSAs as foreign investment accounts — that can trigger reporting obligations

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 Deja Vu? 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.