Q1 2022 Market Update
An overview of asset class returns for Q1 of 2022.
What Good are Bonds Right Now, Anyways?
Bonds are off to their worst start to the year ever. You may be wondering, what do I own these bonds for anyways? Here are some things to think about when considering the role of fixed income in your portfolio.
3 Tests to Determine Your Asset Allocation
The process of balancing these tests to determine your asset allocation, backed up by a well-thought-out financial plan, is foundation of a good investment experience.
Playing Catch Up on Retirement Savings
Do you feel like you're behind on your retirement savings? If so, you are in good company. 32% of Canadians aged 45-64 have $0 saved up for retirement. 53% of Canadians don't know if they are saving enough. In this short video, I offer some positive steps that you can take if you feel like you are behind on your retirement savings.
Financial Advice for Young Adults
Investment Risks at the Beginning of Retirement
In this video, I walk through the impact of sequence of return risks for retirees. We can control our strategy and our approach, but we cannot control the returns that the market gives us. 2 retirees, retiring with an identical sum of money, and invested the same way, can have very different outcomes.
Tips to Get Ready to File your 2021 Income Tax Return
In this short video, I walk through the things to gather up as you get ready for your 2021 Income Tax filing. I also talk about some common traps that I see people falling into when they submit their tax returns.
What is Driving Inflation and What Can We Do About It?
In this video I take a look at the major product categories that are driving inflation in Canada today. I talk about some strategies to reduce the impact of inflation on your finances. And I share some thoughts on what we can expect going forward as it relates to inflation in the short and medium term.
What Types of Stocks Do Better Than The Market? Intro to Factors
In this short video, I talk about the types of stocks that have outperformed the broad US market historically, and plant the seeds for a deeper look at why factors exist and how we should implement them in portfolios.
What are the benefits of using Index Funds?
In this short video, I contrast a conventional actively-managed mutual fund against an index fund. I walk through a fact sheet for a live index fund ETF. And I show the long-term benefit of using index funds in terms of performance.