Understanding Yield Curves and the Benefits of Global Bond Investing
How do yield curves work? How does a bond fund manager navigate global yield curves and generate higher expected returns? I walk through some examples in this video.
Risk & Return - Tied at the Hip
Every investor wants to pursue the highest possible return with the lowest level of risk or fluctuation. What most people don't understand is that over the long run, risk and return are tied at the hip - if you want to earn higher returns, you need to be prepared to accept more short term fluctuation in your investments.
Are All Stocks Expensive Right Now?
In this video I talk about the relative prices of growth stocks and value stocks through time. I demonstrate that value stocks are historically cheap right now. This may provide an opportunity for investors to diversify into an asset class that has the potential for higher returns going forward.
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.