Stock Market Performance: You Chase – You Lose!
What it means to chase stock market performance and why is it dangerous for your investment portfolio? Join us as we discuss strategies to avoid this trap!
Retirement and the 4% Safe Withdrawal Rule
In an ideal world, following the 4% withdrawal rule would allow you to plan your retirement cash flow in a way that ensures your financial investments can support you throughout retirement. But as with all generalizations, the 4% withdrawal rule comes with both advantages and disadvantages.
Custodian Services & Independent Portfolio Management Firms
In this episode, Matthew and Keith talk about why third party custodians are crucial partners for PM firms, how discount brokerages can afford to offer no trading fees, the latest trends Matthews has identified from his work with PM firms across the country, succession planning in PM firms, and so much more!
Delta variant & investor implications
Explore investor strategies amid the Delta variant’s impact. Expert insights on navigating market volatility and securing financial resilience
Understanding Robo-Advisors – Pros, Cons & Dilemmas
Discover the efficiency and benefits of robo-advisors on this episode. Explore how technology shapes modern wealth management strategies.
Voluntary Disclosures: You can run but you can’t hide
Explore the nuances of voluntary disclosures in financial planning on this episode of The Empowered Investor Podcast. Gain insights into tax strategies and regulatory compliance today!
Net Worth Boom and Inflation
We discuss key factors that play a role in the increased net worth of Canadians as well as the latest inflation numbers and how they impact your finances.
Navigating Conflicts of Interest in the Financial Services Industry
It’s important to be aware of the ways that conflicts of interest can show up with financial advisors and how they can impact your portfolio.
Wealth & Family Law: Marriage and Common-law Relationships In Canada
Caroline Kim, lawyer & partner at Miller Thomson, joins us to talk about rights and responsibilities in a marriage or common-law relationship
The Evolution of Investment Advice in Canada: The Next-Generation Advisor
In this episode we discuss how the value proposition offered by investment managers is changing to meet the evolving needs of clients.
EBI – Principal #3: Choose Indexing to Implement Your Portfolio
We think the best way to achieving your financial goals is through index-based or passively managed asset class investment vehicles, learn why!
EBI – Principle #2: Diversify Your Asset Classes
It is critical to understand both the importance of diversification and why you should consider this strategy within your investment approach.