Fenerdjian Wealth

The Leading Edge

The Leading Edge is a quarterly newsletter dedicated to providing insightful commentary on matters that impact investors.

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Protecting and enhancing what’s important to you

We are committed to building relationships based on integrity and trust, using a multi-disciplined approach that has been tested with time.

Our priority is protecting your interests and helping you meet your wealth financial management goals for you and your family.

Together, we will develop a comprehensive plan to help you achieve your long term goals.

As part of the process, and using our in-house wealth planning team for additional expertise, we will examine tax and estate saving opportunities, philanthropic, insurance and business succession planning needs. For most clients, tax planning and minimization are key components of planning. We are always available to work with your other advisors including lawyers and accountants to ensure true integration of solutions.

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Market Research

Insights

Get the latest market insights and trends from our internal research experts.

Market Ethos - 13 October 2026

Hedging the bubble

Is your portfolio leaning into the AI bubble? Bonds might not be a diversifier on a week-to-week or month-to-month basis, but they can help offset your portfolio's AI exposure.

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Investor Strategy - October 2026

Proceed with caution

Despite solid economics and earnings helping to manage higher market yields, are signs of strain starting to show after years of strong performance?

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Tax & Estate Planning

Strategies

Learn about strategies to help protect and enhance your wealth from our Tax & Estate Planning professionals.

Estate planning

2026 year-end tax planning checklist

Effective wealth planning takes place throughout the year.

Take key tax-planning steps before the end of the year to make a positive impact on your overall finances.

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