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Transcript: Inflation, Interest Rates and Bond Returns

by Tulett, Matthews & Associates | Sep 3, 2024

Explore the impact of inflation, interest rates, and bond returns in this insightful discussion with Sooyeon Mirda, CFA, of Dimensional Fund Advisors. Learn strategies to navigate today’s financial markets.

Transcript: Maximizing Disability Tax Credit

by Tulett, Matthews & Associates | Aug 28, 2024

Discover key insights on maximizing the Disability Tax Credit in Canada and learn how it benefits individuals and families with disabilities.

Transcript: Navigating Market Volatility and the Lessons from Intel

by Tulett, Matthews & Associates | Aug 13, 2024

In this episode, we discuss market volatility and the risks of over-concentrated investments, using Intel as a cautionary tale. Stay diversified and think long-term.

Transcript: 2024 Mid-Year Investment Review

by Tulett, Matthews & Associates | Aug 4, 2024

Join Keith and Lawrence as they discussing technology stocks, portfolio diversification, AI’s impact, and the effects of interest rates on Canadian households.

Transcript: Money and Couples

by Tulett, Matthews & Associates | Jul 24, 2024

Discover why managing money as a couple is crucial. Learn strategies to align financial goals, communicate effectively, and avoid conflicts.

Transcript: The 4 Criteria to Evaluate Financial Advice

by Tulett, Matthews & Associates | Jul 24, 2024

Learn the 4 criteria to evaluate financial advice and ensure you get the best guidance, expertise, and service for your financial needs.

Transcript: 15 Questions to Ask a Financial Advisor

by Tulett, Matthews & Associates | Jul 24, 2024

Discover essential questions to ask when choosing a financial advisor. Ensure you get the right guidance, expertise, and service for your financial needs

Transcript: Managing Your Investment Portfolio Through a Recession

by Tulett, Matthews & Associates | Jul 24, 2024

Learn to manage your investment portfolio through a recession. Get insights on strategies, historical lessons, and expert advice for economic downturns.

Transcript: Retirement Planning: Understanding your RRIF Options

by Tulett, Matthews & Associates | Jul 24, 2024

Understand your RRIF options, RRSP conversion, RRIF withdrawals, and estate considerations to optimize your retirement strategy

Transcript: Teaching Kids About Money with Will Rainey

by Tulett, Matthews & Associates | Jul 23, 2024

Learn effective strategies for teaching kids about money with Will Rainey. Discover how to instill good financial habits early for a secure future.

Transcript: Are rising interest rates a curse or a blessing?

by Tulett, Matthews & Associates | Jul 23, 2024

Explore whether rising interest rates are a curse or a blessing. Understand their impact on bond investors, borrowing costs, and long-term financial strategies.

Transcript: 2022 Financial Year in Review

by Tulett, Matthews & Associates | Jul 23, 2024

Review the 2022 financial year and explore 2023 market predictions. Understand key investment trends, market performance, and strategies for the upcoming year

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