ThinkSmart Podcast: Mental Wellness
May is Mental Health Month and a somewhat timely reminder of what care we need to take of ourselves and each other during these difficult times. As advisors we see changes in memory, aptitude with figures and sums and …
Are your investments really safe? Will you wake up one day and have nothing left? Hustlers and swindlers have duped even the smartest individuals. When and how does Investor Protection come into play? Do you know your advisors contingency plans in case o…
The stock market rallies in April. Things seem to be on the uptick with recovery being close to 25% from its drop to 34%. Interest rates, liquidity and quick government response times seem to be moving us in the right direction. But is this only a dim li…
Mentors have played a critical role in defining how we view and do business. From the first balanced portfolios, FACTOR investing, global diversification, accessing your staff’s unique abilities to bringing fresh ideas on client and workplace tools into …
We are now entering our 5th week of fighting and coping with the COVID-19 Virus. Taking a look back at how we persevered in the past during times of trouble. How have we adapted our lives and technologies and how we will continue to re-imagine the world …
Join Us for our 50th Podcast of ThinkSmart.
Looking at the advantages and changes that have followed this pandemic. What will the future hold for us as we grapple to keep up with climate change, e-education systems and a complete upheaval of the social w…
It’s been a hairy week in the markets. What have we learned over the years in this business and what steps are we recommending. A deeper dive into the weeks ahead.
Rob and Mike discuss how they are personally coping with the Coronavirus pandemic. As well, how our office is managing and suggestions for clients during this market uncertainty. This and more today on ThinkSmart!
How will Coronavirus affect our clients? How are we dealing with it in the work place? As well as our suggestions and recommendations on how to manage the market downturn.
Hard advice is the exact opposite type of advice that feels comfortable to give. Telling our clients they are over spending, stuck in sentimental stock purchases, holding too much cash and over gifting their grown children is a tough business but someone…
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