Top 5 Podcasts:

Volatility, Recessions and Managing your Portfolio

The financial market gave us quite a ride in 2022 – what did we learn that can help guide our financial security in 2023?

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, 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?

How To Manage Your Investment Portfolio During Turbulent Times

Marcelo and Keith talk about how to manage money during turbulent times. We explore the research around the performance of tactical asset allocation strategies, why these “opportunity funds” are appealing to many investors, how balanced funds perform compared to tactical allocation and key strategies you can use to weather the storm of volatile markets.

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.

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, 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?

How To Manage Your Investment Portfolio During Turbulent Times

Marcelo and Keith talk about how to manage money during turbulent times. We explore the research around the performance of tactical asset allocation strategies, why these “opportunity funds” are appealing to many investors, how balanced funds perform compared to tactical allocation and key strategies you can use to weather the storm of volatile markets.

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.

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