Optimize Financial Group

10/26/2026

“Let’s turn on the juice and see what shakes loose.” — Beetlejuice

In the newest edition of The Week Ahead, James Neals, CFA, Vice President & Portfolio Manager, explains why recent market shakeups shouldn’t scare investors. While climbing oil prices and inflation concerns dominate the news, volatility is actually clearing the way for a more durable, balanced market. From attractive entry points in fixed income to a broadening equity rally, pleasant market surprises can often be just as powerful as the frightening ones.

Swipe through to read our 3 key market outlooks for this week!

10/23/2026

This week’s Market Update looks at the stories that mattered most to investors and the key events coming up next:

- Layoffs stayed low as the job market held steady.
- Bonds bounced back as yields dipped below 5%.
- Meta committed $825B toward AI growth.
- Accenture gained 11.77%, leading portfolio performance.
- Financials and Quality led performance.

Next week, investors will be watching the Bank of Canada and Fed rate decisions, along with U.S. core PCE inflation data.



Sources: Bloomberg (October 23, 2026), Optimize Asset Management (October 23, 2026), Bank of Canada, Federal Reserve, and U.S. Bureau of Economic Analysis.

10/22/2026

At Optimize, exceptional client outcomes are built on strong partnerships. Today, we’re proud to spotlight Terry Wiebe, Pat Cilla, and Donnovan dePass, whose combined decades of experience reflect our commitment to personalized, client-first wealth management.

From building and preserving wealth to tax-efficient investing and retirement planning, each advisor brings a unique approach grounded in expertise, integrity, and lasting client relationships.

Together, they’re helping families navigate their financial journeys with confidence.

Swipe to learn more about each advisor and their approach to wealth management.

10/21/2026

We’re excited to welcome John Aarssen, EPC, to Optimize Wealth Management!

With over 20 years of experience in financial services, John helps individuals, families, and business owners make confident financial decisions through clear guidance, transparency, and personalized planning that evolves with their needs.

A great addition to the Optimize community. Welcome, John!

10/19/2026

“Help me, help you.” — Jerry Maguire

In the newest edition of The Week Ahead, James Neals, Vice President & Portfolio Manager, explores how a famous movie plea captures today’s economic standoff: while households squeezed by painful grocery and fuel bills desperately want borrowing costs to fall, central banks cannot lower rates until spending cools—leaving both sides waiting on the other for breathing room while everyday living costs quietly do the heavy lifting.

Swipe through to read our 3 key market outlooks for this week!

10/16/2026

10/13/2026

“Video Killed the Radio Star.” — The Buggles

In the newest edition of The Week Ahead, James Neals, CFA, Vice President & Portfolio Manager, explores how new technology is once again rewriting the rules for corporate America. Just as video disrupted radio, AI is transforming entire industries from the ground up. The infrastructure is being built at record speed—the only question left for investors is whether the returns will match the price tag.

Swipe through to read our 3 key market outlooks for this week!

10/09/2026

Our latest Market Update looks at the stories that mattered most to investors this week and the data coming up next:

​- Jobless claims stayed below 200,000 for a fourth straight week.
- ​Bond demand stayed strong as yields held near multi-decade highs.
​- Google introduced a new AI agent for the workplace.
​- Accenture gained 7.24%, leading portfolio performance.
​- Information Technology and Size led performance.

Next week, investors will be watching U.S. home sales and inflation data.



Sources: Bloomberg (October 8, 2026), Optimize Asset Management (October 8, 2026).

10/08/2026

Thanksgiving is a time to slow down, appreciate the people around us, and enjoy the moments that make this season special. From time spent together to traditions shared year after year, it’s a chance to reflect on what matters most.

Wishing you a wonderful Thanksgiving and a great long weekend from all of us at Optimize!

10/05/2026

“Get in, loser. We’re going shopping.” — Mean Girls    

In the newest edition of The Week Ahead, James Neals, Vice President & Portfolio Manager, explores how the North American consumer seems to have adopted a simple economic strategy: ignore the gloomy headlines and keep shopping. While consumer confidence is shaky, credit cards keep swiping. Combined with cooling inflation, this unexpected demand is keeping the economy on solid footing while unlocking attractive setups across both equities and bonds.

Swipe through to read our 3 key market outlooks for this week!