KJH Insights: How Women are Reshaping the Family Dynamics of Wealth (March 2025)
Sarah Bull and guests explore how women are earning, inheriting, and managing more wealth—and what that means for families.
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Episode 44 – Decoding Trump’s Economic Moves: What’s Behind the Chaos? (March 2025)
Markets have stumbled as volatility unsettles investor confidence, driven by Trump’s latest economic moves. Sarah Bull and Joel Clark analyze the potential motives behind his strategy and his real endgame.
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Episode 43 – Cutting Through the Noise – Staying Focused in a Volatile Environment (February, 2025)
Sarah Bull and Joel Clark discuss the resilience of corporate earnings, the implications of rising bond yields, and how shifting political and economic landscapes, including Trump’s return and ongoing tariff discussions, are impacting markets.
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“Clients don’t ‘need’ a product, they need advice.” – HNW specialist
Sarah Bull, Partner & Portfolio Manager at KJ Harrison Investors, challenges the idea that high-net-worth clients must allocate a set percentage to alternatives like private equity, real estate, and hedge funds. She advocates for a tailored approach based on each client’s financial goals and risk profile.
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What to Expect Financially When Your Spouse Passes
Preparing in advance can ease the financial challenges that arise after the loss of a spouse. Our guide offers practical tips on what to do in the event of a death, helping you navigate taxes, asset transfers, and other complexities with less stress.
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“The industry doesn’t have an entry problem, it has a mid-career retention problem”
In a recent Wealth Professional article, Sarah Bull, Managing Partner & Portfolio Manager, explains why the financial advice industry doesn’t have an entry problem for women – it has a mid-career retention problem.
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Episode 42 – KJH Insights: Positioning for Opportunity in 2025 (January 2025)
Joel Clark and Sarah Bull break down the key forces shaping markets in 2025. From surging bond yields and renewed inflation to political shifts, they explore how these dynamics are driving market volatility.
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Episode 41 – How Growth and Economic Confidence Are Shaping 2025 (December 2024)
Joel Clark and Sarah Bull discuss the critical factors shaping equity, bond, and broader capital markets as we approach 2025. While the overall outlook for markets remains positive, they tackle pressing concerns such as the potential for the economy overheating, the resurgence of inflation, and the impact of Trump’s tariffs.
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When Thinking About Where To Give, Let’s Think Local, Too
This Giving Tuesday, let’s embrace the spirit of philanthropy by thinking locally—Canada’s communities need our support now more than ever.
