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.
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.
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.
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.
Learn the benefits of global diversification for Canadian investors along with actionable strategies to gain better returns with less volatility.
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.
Effective client meetings are about transparency and empowering investors to move forward confidently and with a clear vision of their financial future.
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.
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.
We discuss the looming possibility of a recession and how you can successfully manage your investment portfolio through uncertain financial times.
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
What’s the best investment strategy for an investor during times of high inflation? Should you adjust your portfolio in light of current volatility?