Videos, podcasts, news updates and more. You’ll find we like to keep our clients and friends informed about what’s happening in the world and how it may impact the markets, financial plans and portfolios. There is a lot of excellent information here, but if you have a question that isn’t answered here or via our FAQ page, just drop a line or give us a call. Someone will be happy to assist.
Podcast - March 28, 2023
You’ve probably read the recent headlines about how much you now *need* to be able to retire in Canada. For everyone. Apparently. We would like to provide some guidance on how you should view those headlines. Episode Transcript Speaker 1: You are about to get lucky with the Barenaked Money Podcast, the show that gives […]
Webinar - March 24, 2023
March 2023 In this presentation, our Portfolio Managers provide a brief market update followed by a discussion on optimizing your tax savings to make sure you’re correctly positioned to take advantage of tax deferral or savings opportunities for you today and beneficiaries in the future.
Podcast - March 23, 2023
It’s that time again! Tax time. (OK, maybe the exclamation mark was a little misleading.) If you hear people saying they’re paying 40% or 50% in income tax…that might also be a little misleading. Join Colin and Dan as they talk about marginal VS average tax rates. Episode Transcript Speaker 1: You’re about to get […]
Podcast - March 21, 2023
In this week’s episode of the podcast, Colin & Josh talk about recent tribulations in banking and determine that, overall, they’re just not as interesting (or distressing) as you might think. Episode Transcript Speaker 1: You’re about to get lucky with the Barenaked Money Podcast, the show that gives you the naked truth about personal […]
Podcast - March 14, 2023
When you’re deeply involved in something, it’s easy to forget what is and what isn’t as obvious to others. We realized that we’d never really told you what diversification *is*, in detail. This episode will explain that jargon in detail…but not in painful detail. Just the right amount of detail. Episode Transcript Episode 73: Diversification | […]
Podcast - March 8, 2023
Kicking off our brand new Book Club on International Women’s Day, we’re talking about the book Girls Just Wanna Have Funds. We’re also discussing general advice for new investors and tips for choosing an advisor to work with to ramp up your path to achieving financial goals. Start where you are with what you have! […]
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