Barometer Capital Management

Great turnout at this years holiday party! Thanks team 🎉

Risks to investors continue to skew toward persistent inflation and loss of purchasing power. On this weeks Barometer Readings Webcast David Burrows and Amit Joshi, CAIA, CIM discussed portfolio strategies to protect us. https://lnkd.in/gyVgTRsc

We’re delighted to share that Tiffany L Harding has been appointed as Head of Wealth & Estate Planning Services, Family Wealth Advisor, and Shivana Stan as Head of Wealth Services, Family Wealth Advisor. These new leadership roles reflect our commitment to supporting the unique needs of high-net-worth individuals and families with thoughtful, integrated solutions. Shivana Stan, in her expanded role, will lead our Wealth Services team, blending technical expertise with a deep understanding of multi-generational planning. Her accounting background and strategic perspective allow her to craft tax-efficient, personalized solutions that align with her clients’ long-term goals. Shivana’s CPA and CFP designations underscore her ability to navigate complex financial landscapes with precision. Tiffany L Harding brings over 25 years of experience in wealth management. Her approach goes beyond financials—she works with families to foster "wealth wellness," helping them find clarity and confidence in managing both planned and unexpected life events. Tiffany’s focus on family dynamics, values, and aspirations ensures her guidance resonates deeply with clients. She also holds several industry-leading designations, including CFP, FEA, TEP, CLU, and CDFA. As David Burrows, our Chairman and CIO, put it: “Both Tiffany and Shivana bring a level of expertise and dedication that is truly inspiring. Their leadership strengthens our ability to help families manage their wealth with confidence and build meaningful legacies.” We’re incredibly proud to have Tiffany and Shivana in these key roles as we continue to focus on delivering stability and security for the families we serve, today and for generations to come. Please click the link to read the press release: https://lnkd.in/gAvYpSkw   Please join us in congratulating them both!

This week, David Burrows, joined by special guest James Callahan, discussed why inflation remains the biggest risk and opportunity for investors and how we are addressing and leveraging it in portfolios. https://lnkd.in/eixekgJ9

Post-Election Trends: Tariffs, Financials, and Bull Market with Amit Joshi, and David Burrows. Click below to watch this weeks Barometer Readings Webcast. https://lnkd.in/ebAJeagx

Taylor Swift’s Eras Tour is setting new records as the highest-grossing tour in history, and the Barometer Global Music Royalty Fund is proud to share in its success. This landmark achievement not only impacts the music industry but also directly benefits the Fund's investors. The Fund co-owns five Taylor Swift songs, including two that are featured in the Eras Tour setlist: “Lavender Haze” and the show closing song “Karma”. For her Canadian performances, 3% of the box office gross is paid to the song rights holders, and our earnings from the royalty rate can be much higher in other key territories where she has toured around the globe. The total royalty revenue we receive from our Taylor Swift songs represents approximately 4% of the Fund’s overall royalty income. The tour has grossed over $1 billion in box office sales so far, making it the single highest-grossing tour of all time and the first ever to cross the 10-digit threshold.

Top Sector Trends: Financials, Energy, and Tech Insights https://lnkd.in/getDzP7U

Falling prices may not be the biggest risk to investors. It seems that in the present day, the bigger risk is that inflation eats your money. Today David Burrows had an opportunity to discuss strategies to invest for a more inflationary world.

Election Impact: Is the Bull Market Just Getting Started? https://lnkd.in/ev6iaV6v

James Callahan: Deregulation & M&A Prospects Rise Post-Election