2026 Mid-Year Investment Review
Geopolitical chaos, oil spikes and stocks still up double digits. A data-driven mid-year review of 2026 returns, the small cap rotation, and what history says about investing at all-time highs.
Staying the Course: Investing Through War & Uncertainty
How should Canadian investors respond to the Middle East conflict and rising oil prices? We break down market performance, the history of military conflicts, and why staying the course is the strategy that always wins.
2025 Market Recap & 2026 Outlook
Key Financial Trends of 2025 reviews how tariffs and volatility shaped markets, why Canada and international stocks beat the U.S., and how to view AI hype with perspective as you stay invested and rebalance in 2026.
2025 Mid-Year Investment Review
Get insights on market performance, global events, and investment trends in 2025—discover what’s driving returns and how investors are staying resilient.
Market Volatility and Trump’s Tariff Wars
Discover how Trump’s tariff policies triggered market volatility and what it means for investors. Learn strategies to confidently navigate uncertain markets and economic turmoil.
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.
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.
2024 Financial Year in Review and Looking Ahead for 2025
If 2024 were a performance, it would be an encore to 2023’s strong returns. Across cash, bonds, and equities, markets delivered another stellar year, solidifying a two-year period of remarkable gains that few could have predicted.
Should you trade on the US Election?
What is impact of trading on the U.S. election on your portfolio? We break down election myths and offer long-term investment insights for savvy investors.
Maximizing the Disability Tax Credit: Key Insights for Canadians
Explore the Disability Tax Credit and learn how this underutilized benefit can support Canadians with disabilities and their families. Discover eligibility, application tips, and more.
Navigating Market Volatility and the Lessons from Intel
Join our discussion on maintaining composure during market fluctuations, long-term investment approaches, and insights from Intel’s successes and setbacks.
2024 Mid-Year Investment Review
Stay ahead of the curve and make informed investment decisions with our in-depth analysis of global trends, tech impacts, and economic shifts. Gain valuable insights on key market trends and navigate uncertainty for effective financial management .