How To Manage Your Investment Portfolio During Turbulent Times

How To Manage Your Investment Portfolio During Turbulent Times

Marcelo and Keith talk about how to manage money during turbulent times. We explore the research around the performance of tactical asset allocation strategies, why these “opportunity funds” are appealing to many investors, how balanced funds perform compared to tactical allocation and key strategies you can use to weather the storm of volatile markets.

The Ins and Outs of Preparing Your 2021 Tax Returns

The Ins and Outs of Preparing Your 2021 Tax Returns

Tax return season can be quite a stressful time for many Canadian investors. With that in mind, we wanted to dedicate this episode to getting you up to speed on the key areas you should be thinking about as you prepare to file your tax return.