The business of succession planning April 20, 2023 - An estate freeze can be a helpful tool to ensure a smooth, tax-efficient transition of a business from one generation to the next.
CC&L Private Capital’s first-quarter financial market report and outlook April 11, 2023 - Both equity and bond returns were strong this quarter after a difficult 2022.
Finding opportunities amid uncertainty March 22, 2023 - Four areas of investment that are providing opportunities today.
CC&L Private Capital’s fourth-quarter financial market report and outlook January 10, 2023 - Persistent inflation was a hallmark of 2022.
Weekly Markets Roundup - The Middle East conflict and market implications March 06, 2026 The duration of the conflict—not the headlines—will determine the market impact
Monthly Markets Roundup - AI recalibration, tariff noise, and a broadening market February 27, 2026 February was defined by a shift in leadership beneath the surface of global markets.