Chasing Trends, Losing Wealth: The Tactical Allocation Trap
Can tactical allocation boost returns? This episode breaks down Morningstar’s latest research on market timing, risks, and why long-term investing may be the smarter move.
Does Money Buy Happiness?
Today we are joined by Dr. Daniel Crosby to discuss behavioral finance, the psychology of money, and insights from his book The Soul of Wealth. Explore the link between wealth and happiness!
US-Canada Tariffs, Trade & Investor Impact
How will new US-Canada tariffs impact trade, the economy, and investors? This episode breaks it down, exploring market reactions, history, and smart investment strategies.
Thematic Investing: Investment Goldmine or Pitfall?
Can investing in trends like AI or green energy boost your portfolio, or is it just another gamble? We explore the appeal and risks of thematic investing—and why sticking to core investments may be wiser.
Expert Strategies and Insights for Preparing to Sell your Business
Are you thinking about selling your business but unsure where to start? Wondering how to maximize its value and attract the right buyers? This episode offers invaluable insights to help you navigate the complex selling process and secure your financial future.
Essential Financial Strategies for Entrepreneurs
How can entrepreneurs effectively plan and accumulate wealth? Join us as we dive into key financial strategies for entrepreneurs, including optimizing tax savings, protecting assets, and setting up holding companies for legal and tax benefits.
Happy Birthday! The Mutual Fund Structure Turns 100
Celebrate 100 years of mutual fund history, tracing their evolution from niche products to investment essentials. Explore their benefits: diversified exposure, easy access to foreign markets, and convenient trading. Confront their drawbacks: high fees, transparency issues, and sales-driven practices.
A Simple, Effective & Stress-Free Way to Invest in the Stock Market
Wondering how you can simplify your investment strategy without sacrificing returns? Tune in as Nicolas Bérubé, an award-winning financial journalist and author, discusses the benefits of a stress-free investment strategy.
Beyond Borders: Tax Implications for Non-Resident Canadians
Have you ever wondered what happens to your tax obligations when you leave Canada to become a non-resident? Join us as we shed light on the often misunderstood and overlooked aspects of taxation for non-residents.
How Much is Financial Advice Worth?
Can you quantify the value of financial advice? Dive into the intricate relationship between financial advice and investment success, featuring the insightful expertise of Emile Bouchard from Vanguard.
Book Review: Same as Ever, by Morgan Housel
Are we learning from history or repeating the same patterns in different contexts? How does understanding human behavior enhance our investment strategies? Can the past unlock secrets for future financial success?
An economic soft-landing? Yes, no, maybe…
In today’s episode, we dissect the elusive concept of a “soft landing” economically, analyzing the potential for such an outcome in the current U.S. economy.