HeyJaredZelos Soundbites
Zelos Soundbites delivers quick, engaging insights from Zelos Investment Counsel, covering everything from understanding asset classes to navigating key considerations for advisors.
- Indexed episodes, last 90 days
- 3
- Latest publication
- Sep 21, 2026
- Audience
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- Earliest in this view
- Sep 7, 2026
Latest episodes
18. May 2026 Zelos Ridgeline (opens the original)
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Year-to-date as at May 31, 2026, the Zelos model portfolios have delivered between 2.3% to 4.0% return, compared to their benchmarks ranging 3.1% 7.9%.Year-to-date as at May 31, 2026, major equity benchmarks rose strongly, MSCI International +10.4%, S&P 500 +11.8% and the S&P/TSX +10.6%, while the Developed Market Equities class returned +5.3%. The sleeve participated in rising markets but captured only about half the move, and that gap accounts for most of the difference versus the benchmarks.M
17. Advisor Incorporation, Not Anytime Soon (opens the original)
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Advisors keep asking me the same question.“When can I finally incorporate?”I get it. The tax advantages are real. Mutual fund reps have had a version of this for years. Securities licensed advisors have been waiting for the rules to catch up.Here’s the truth nobody wants to hear: it’s not coming soon.CIRO put advisor incorporation back on its priority list this year. Sounds promising, until you realize “finalizing a proposal” is years away from “this is now law.” They’re still waiting on tax fee
16. April 2026 Zelos Ridgeline (opens the original)
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April marked a meaningful reversal from March. Global equity markets rebounded strongly, led once again by large-cap technology names. In many cases, this move erased most, if not all, of the prior month’s pullback.On the surface, this looks constructive. Underneath, however, the structure of the rally tells a more nuanced story.Market leadership, which had begun to broaden earlier in the year, has narrowed once again. The top 10 constituents in the S&P 500 now represent over 38% of the index, a
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