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.
2023 Financial Year in Review and Looking Ahead for 2024
How did the key financial events of 2023 shape the investment landscape? What lessons can investors take from these developments as we move into 2024? Join us in this episode as we delve into these questions and more.
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.
The Dividend Trap: How Seeking Stability Might Limit Your Returns
In this episode, we dissect the intricate world of dividend investing, breaking down common assumptions and exploring its role within a well-rounded investment strategy.
International Diversification Part 2: Not so crazy
How much should you invest in different global markets? We dive into the nuances of valuations and expected returns adding clarity and confidence in global diversified portfolios.
Why Global Diversification is Good for Canadian Investors
Learn the benefits of global diversification for Canadian investors along with actionable strategies to gain better returns with less volatility.
Enemy #1 in Investing: Your Brain!
Is your brain tricking you and influencing your investment choices,perhaps leading you astray? Join us as we explore the role of behavioural biases and their profound impact on investment decisions.
TMA Book Review: Psychology of Money by Morgan Housel
Do emotions play a pivotal role in shaping our financial choices, and influencing our long-term outcomes? We deep dive into this book to learn more!
2023 Mid-Year Investment Review: Economy & Market Trends
Recession concerns haven’t materialized as many had predicted and portfolios are positive so far with most asset classes having positive year-to-date returns.
An Investor’s Guide to Expected Returns
Will I have enough money to retire comfortably? Am I on track? Should I be saving more? These are the types of questions clients bring to us daily. We turn to financial planning and modelling into the future using expected returns to answer them.
Building Confidence Through Annual Review Meetings
Effective client meetings are about transparency and empowering investors to move forward with a clear vision of their financial future.