Gerardo's Advice for Life

March 3rd, 2022 by Gerardo Cappelli

dark background showing a line representing stock market that goes up and down but ends going up

Historical perspective of stocks in times of military conflicts

End of February saw more investor anxiety as Russia initiated military action on Ukraine.  This short article shows the trend of what happens in the stock market before and after military conflict going back eight decades.


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Asset Allocation Strategy - March 2022

Considering the expectation of high inflation in the coming year, along with a high degree of geopolitical uncertainty, we expect the central banks will stick to their intention of raising rates at a steady but gradual pace.  Our asset allocation team are still keeping tactics the same, overweight in equities and cash and underweight in bonds.       

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The Shifting Workplace: Hybrid, Remote and In-Person Work

Now that restrictions are loosening (again), employers and employees are making decisions on work life balance. This article discusses the future of work for both employers and employees and the pros and cons for the different work models.


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Tax Time

Just a reminder that some tax slips come out as late as March 31st.  Logon to your account online to download receipts.  If you need help logging on, please contact us at  

Also NBF has put out the Tax Guide which includes mailing deadlines for tax slips, explanations on tax slips and useful CRA websites.



Toronto - One of Top 10 Best Cities for Remote Workers

After 2 years of working remotely at home, some of us may look around and say "do I need to work here?" More people are considering moving to different cities that can accommodate their work life and offer a better home life.  Using different factors, Toronto actually comes out as the number 6th place to work remotely in the world!!  Grass is always greener somewhere else!

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7 Best Brunch Spots in Toronto

I am very happy to be able to go to restaurants again and what's better than a meal that is equal to two!  I am nervous of including lists of restaurants which are not recent as I know some have not made it through the pandemic.  Only one on this list may not be open and only because it is undergoing renovations, so hopefully you can get out and try one.

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National Bank Financial - Wealth Management (NBFWM) is a division of National Bank Financial Inc. (NBF), as well as a trademark owned by National Bank of Canada (NBC) that is used under license by NBF. NBF is a member of the Investment Industry Regulatory Organization of Canada (IIROC) and the Canadian Investor Protection Fund (CIPF), and is a wholly-owned subsidiary of NBC, a public company listed on the Toronto Stock Exchange (TSX: NA).

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