Market Commentaries and Client Tools

Market Commentaries are original pieces written by Gus Fox-Smith as your primary portfolio manager. Gus releases a new Market Commentary each quarter. 

These publication will allow you to understand what Gus believes may occur in the coming months and, by extension, what we may be doing to address our outlook in your portfolio.

All present and previous Market Commentaries can be accessed from this page.

Direct link to the Client Portal Sign-in Page of AdviceWorks. If you are not already enrolled in AdviceWorks, please contact our office and we will assist in setting up your AdviceWorks account.

Direct link to the Client Portal Sign-in Page of NetX Investor. If you are not already enrolled in NetX Investor, please contact our office and we will assist in setting up your NetX account.

Investopedia is one of the best-known sources of financial information on the internet. The website serves as a resource for Investors, consumers, financial professionals, and students who seek guidance or information on various topics.

Glossary of terms and concepts used within Financial Planning and Investment Management.  

Find forms, explanations, and other tools to help you manage your taxes.

Resource of a myriad of Financial Calculators.