Are we learning from history or repeating the same patterns in different contexts? How does understanding human behavior enhance our investment strategies? Can the past unlock secrets for future financial success?
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.
Is your brain tricking you and influencing your investment choices,perhaps leading you astray? Join us as we explore the role of behavioural biases and their profound impact on investment decisions.
Do emotions play a pivotal role in shaping our financial choices, and influencing our long-term outcomes? We deep dive into this book to learn more!
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.
Will I have enough money to retire comfortably? Am I on track? Should I be saving more? These are the types of questions clients bring to us daily. We turn to financial planning and modelling into the future using expected returns to answer them.
Every year more complexity is added to the Canadian tax system, making it difficult for taxpayers to keep up to date. Understanding how to properly file your tax return and take advantage of deductions and credits can put more money back in your pocket.
Financial fraud is a serious issue that has unfortunately cost many investors their hard-earned savings. From Ponzi schemes to fake investment opportunities, these scams lure investors in with promises of high returns and low risk.
Effective client meetings are about transparency and empowering investors to move forward with a clear vision of their financial future.