Archive

Ideas and perspectives from our Private Client and portfolio management Teams on a broad range of investment and advice-related topics.
  • Episode 48 – Inside a Complex Investment Climate (September 2025)

    Sarah Bull and Andrew Csumrik explore the many crosscurrents shaping today’s investment landscape, from inflation and interest rates to shifting global demand and the continued dominance of mega caps fuelled by AI.
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  • Walking to Conquer Cancer with the Princess Margaret Cancer Foundation

    To support life-saving cancer research, Sarah Bull once again took part in the Princess Margaret Cancer Foundation’s Walk to Conquer Cancer.
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  • Supporting the Start2Finish Backpack Program

    KJH Cares continued its support of the Start2Finish Backpack Program, which equips children with essential school supplies and promotes equal access to education.
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  • The Realities—and Opportunities—of ‘Grey Divorce’

    Late-life divorce—often called “grey divorce”—can be emotionally and financially challenging, but it also presents an opportunity for reinvention, especially for women. With proactive planning and the right support, this major life change can become the start of a more independent and fulfilling chapter.
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  • Succession Planning: Preparing Your Family Enterprise for the Future

    Most family business owners dream of passing their legacy to the next generation. But without a plan, that dream is at risk. Discover why succession planning is essential, the common roadblocks, and how to prepare before life forces your hand.
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  • KJH Insights: Estate Planning Essentials for Women & Families (July 2025)

    Estate planning is often complex and uncomfortable, but it’s a conversation worth having. In this episode, Sarah Bull and Corina Weigl, a trusted estate planning advisor, share thoughtful, practical guidance to help women navigate the many layers of planning for their family’s financial future.
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  • Episode 47 – From Recession Risk to Rebound: What’s Driving Markets Now (June 2025)

    Joel Clark and Sarah Bull reflect on the market’s rebound since Q1, amid tariff threats and geopolitical uncertainty. They discuss the fading risk of recession, rising concerns about stagflation, and how KJH is positioning portfolios with a focus on quality and diversification in a volatile environment.
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  • Hard, Necessary Legacy Planning Conversations—and How to Have Them

    Initiating conversations about money and legacy can be uncomfortable, but they’re essential for protecting your family’s future. Learn more about practical, compassionate strategies for navigating estate and wealth discussions with clarity and care.
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  • Episode 46 – Staying Steady in Unpredictable Markets (May 2025)

    Joel Clark and Sarah Bull discuss the uncertain economic landscape, driven by U.S. policy changes, trade negotiations, and shifting bond yields.
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