Coronavirus: Working From Home
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!
Podcasts
Update Podcast: How Are We Dealing with Concerns Over Coronavirus?
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: It’s Really Not What You Want to Hear
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…
Coronavirus Correction: Where Does it Leave You?
Episode 46 : ThinkSmartThe stock market is down 15%. We’re seeing the effects of Coronavirus and supply chain disruption. What do the markets look like during this time? Will we finally go into a recession? This and more today on ThinkSmart
The Cobbler’s Children Have No Shoes
The Cobbler’s Children Have No ShoesEpisode 45 : ThinkSmartWe also need to follow this idea of taking advice. What are we learning to do to keep up with our current life.There is no miracle solution it’s a combination of a lot of best practices. This and…
And Now For What We’ve Done Well….
What are we doing right? We were early adopters of diversification and balanced portfolios long before they were widely available. We determined that higher risk tolerance over time did outperform for our clients. We became leaders in fee based advice wh…
Simple Is As Simple Does
Simplifying your “whole life” becomes less of a want and more of a need as we age. Rob and Mike discuss the pros and cons of illiquid assets, real estate, capital losses, power of attorneys and more. Today on ThinkSmart.
Owning Up to Some of The Bad Advice We’ve Given.
We’ve definitely made some bad judgement calls over the years. From holding bad positions too long to appeasing a client and going against our own advice. We’ve learned a lot along the way. This and more today on ThinkSmart.
Investment Mistakes We Have Made Along the Way
Some of the big investment mistakes we have made over the years. Including; Labour Sponsored Funds; bottom of the barrel companies looking for venture capital. Oil and Gas investments hit with Capital Gains and other complications, Illiquid Balance Prope…
Best Strategies for Dealing with Getting Older
The reality is we are all getting older. Old age can seem to creep up on us without us even realizing it’s happening. There are some important steps to take to insure that your future self is ok. There are a ton of things you can do to make things easier…
