Webinar Recording - Is it Really Different This Time? 
Hosted by Emily Rae, Rob Taylor and Greg Giffin

Emily Rae and Rob Taylor hosted a webinar, with guest speaker, Greg Giffin, addressing the recent global events and how the markets have reacted as well as some notable portfolio changes. As many investors are feeling nervous and overwhelmed during these unprecedented times, this webinar was created to speak to these concerns in a way that is easily understood and provides clarity in an otherwise uncertain environment. 

Click here to watch the recording.

Short-Term Pain, Long-Term Gain

Recent Consumer Price Index data suggests a more optimistic 2023, but only after weathering a tough winter....

Read more

Fighting Inflation with Crucial Rate Conditions

Curious to know why aggressive rate hikes haven’t lowered inflation? Discover the impact of marginal cooling and how three crucial rate conditions will help to fight inflation in the upcoming months....

Read more

Mark-to-Market Isn’t Giving You the Complete Picture

What does “mark-to-market” really measure? Discover how stocks, bonds, and residential real estate values are skewed through the lens of a flawed valuation method....

Read more

In the world of investing, time is your friend

Market downturns and recoveries are easier to handle when you look at the long term—and at the silver lining....

Read more

Ever get emotional about your investments?

Often, it’s okay to follow our emotions—but not when it comes to investing. See why our emotions tempt us to do the opposite of what’s best for us....

Read more

Prepare your children for financial responsibility

Youth who develop financial literacy at home will manage money better once they leave. Find out about four principles and practices you can help them acquire....

Read more

Managing your RRIF withdrawals effectively

In retirement, every dollar you save in tax is more money to support your lifestyle. We’ve got ways to save tax by strategically making Registered Retirement Income Fund (RRIF) withdrawals....

Read more

Do you and your parents have powers of attorney?

It’s a common misconception that if a person loses the ability to manage their finances, their spouse or child can automatically take over. Learn the truth of the matter....

Read more

Markets rallied in July, contrary to most investors’ expectations

In contrast to gloomy expectations, markets rallied to close out July. Balancing bearish investors, a hawkish Fed, and mixed market indicators, we are taking a cautious approach as more surprises are likely to come....

Read more

What’s After the Storm?

Short-term market challenges are a distraction from the big picture. The real concern is what comes next. In this update we explore five key considerations for a solid long-term investment philosophy....

Read more