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.

2021 Year in Review

2021 Year in Review

In this episode, Keith, Marcelo, and Andrew talk about why we invest, what success looks like, the four quadrants of success, the importance of connection and relationships, the power of gratitude, saving for experiences, and so much more!

Delta variant & investor implications

Delta variant & investor implications

In this episode, Marcelo, Ruben and Keith talk about how the Delta variant has impacted investors so far, what we’ve seen in the bond and stock markets, the pitfalls you need to avoid as an investor, why your investment philosophy is your biggest asset, and so much more!

Voluntary Disclosures: You can run but you can’t hide

Voluntary Disclosures: You can run but you can’t hide

With increasing global connectedness, the world today is smaller than it’s ever been. Countries are coming together to share information in a global trend towards greater transparency and with that, undeclared assets are much more likely to be discovered. So if you’ve found yourself in a situation with undeclared assets, what can you do to get on the right side of things?

Net Worth Boom and Inflation

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.