Building Confidence Through Annual Review Meetings
Effective client meetings are about transparency and empowering investors to move forward confidently and 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.
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
Inflation, Market Volatility and Your Portfolio
What’s the best investment strategy for an investor during times of high inflation? Should you adjust your portfolio in light of current volatility?
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!
War, Conflict & Long-term Investing
When we’re facing major geopolitical events, war, health crises, or a recession, many investors’ immediate reaction is that we’ve never seen something like this before. Unfortunately, that often leads investors to make short-term, reactive decisions that ultimately harm their long-term investment plan.
2021 Year in Review
2021 was a year that separated the investors who stuck to their well-planned portfolio strategy from those who bought into the narratives and stock stories that came up earlier in the pandemic.
An Investor Guide to Inflation
In this episode, Marcelo and Keith talk about why the current inflation rates are a problem, how we got here, the big debate on how long these rates will last, implications for you as an investor, and so much more!
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!
Pump and Dump is Alive and Well
What makes investors vulnerable and hurt financially after being drawn into schemes and scams that turn out to be too good to be true.