Wealth Management Blog - Sana Family Office

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20
Feb
2024
Assessing investment opportunities and risks in 2024
by John Lawson February 20th, 2024 in Money Tips
On the latest episode of the Wealth Wisdom Podcast, John Lawson is joined by Bob Swanson (SVP and Co-Head of Equities, CI Global Asset Management) to talk about what lies ahead for investors in 2024.
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02
Feb
2024
John's Annual Newsletter: Welcome to 2024!
by John Lawson February 2nd, 2024
Welcome to 2024! In this newsletter, I'll provide some commentary on markets, reminders about important dates on the calendar, and updates on our team members and their families.
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08
Jan
2024
Portfolio Construction: What to Expect in 2024
by Alfred Lam: CFA January 8th, 2024 in Money Tips
After a tumultuous 1.5 years, markets were kind to investors at the end of 2023. Alfred Lam, CFA (Senior VP, CI Global Asset Management) talks about what's in store for investors in 2024.
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