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.
2022 Financial Year in Review and Looking Ahead for 2023
Investors who maintained perspective and long-term discipline by committing to a fundamentally sound investment plan were able to weather through the periods of market uncertainty and stay on the path to building wealth.
Are rising interest rates a curse or a blessing?
2022 has been a challenging year for Canadian investors; inflation is higher, interest rates have been going up, bonds are down, and stocks have been volatile. Typically, bonds have sheltered investors in periods of uncertainty. This hasn’t been the case this year.
Managing your Investment Portfolio Through a Recession
We discuss the looming possibility of a recession and how you can successfully manage your investment portfolio through uncertain financial times.
15 Questions to ask when Choosing a Financial Advisor
A good evaluation goes beyond a financial advisor’s performance and lets you get a sense of their processes, structure and the people helping you.
The 4 Criteria to Evaluate Financial Advice
What’s the marker or gauge to value financial advice? How do investors value the benefits they receive when working with a financial advisor or advisory firm?
Inflation, Interest Rates & Bond Returns with guest Sooyeon Mirda, CFA
We discuss interest rates, inflation, and great ways Canadian investors can approach the bond market with fixed income strategist Sooyeon Mirda of Dimensional Fund Advisors
Young Investors: Tips to Start Investing Early
Young investors have the opportunity to grow even more wealth thanks to compound interest and tax-advantaged investments while also gaining financial literacy skills from a young age.
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.