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Assante Capital Management Ltd. October 2019

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The McClelland Financial Group

DEEP DIVE
In Depth Article – Heavy on the facts and details definitely for the committed reader.

Rob's Read

The Real Reason Value
Has Been Lagging Growth

InstitutionalInvestor.com:

"Portfolio managers that invest in undervalued stocks have lagged funds that hold growth stocks over the past decade — leading market commentators to speculate that value investing is dead.

Not so fast, argues asset manager Dimensional Fund Advisors.

Yes, investors holding U.S. value stocks — those trading at a low price-to-book value — have produced an annualized compound return of 12.9 percent. That compares with a 16.3 percent annualized return for growth stocks, or those with a relatively high price. But Dimensional has published new research showing that it's not the performance of value stocks that has been out of whack — rather, the performance of growth stocks has been abnormally high relative to historical levels."

View Full Article

Rob McClelland RFP, CFP, HBA
Vice President, Co-Branch Owner, Senior Financial Planning Advisor
The McClelland Financial Group of Assante Capital Management Ltd.

LIFESTYLE
Light Read – Fun and Enjoyable!

Lifestyle

Do you feel that you're just not being as productive as you'd like?

At the end of the day we always wish we had more time, unfortunately time is a depreciating asset that we can never recover. Throughout the day we may do things that waste time and provide nothing for us or simply make short-sighted decisions like saving 20 minutes by avoiding breakfast. The problem is that these decisions could be impacting our lives more than we realize. This article provides a great list of simple decisions we can start implementing today to lead to better decisions tomorrow. Making our days more productive so at the end of the day we are not faced with a mountain sized to-do list we haven’t even dented. Even if you begin implementing just a few ideas from this list into your routine you’ll likely notice a sizeable change in yourself and your productivity.

Click here for 22 power routines that should help to get you on the path to having more productive days.

Michael Ams B.Com.
Strategic Associate
The McClelland Financial Group of Assante Capital Management Ltd.

Millennial MOMENT
Light Read – Need to know information for the Millennial in you

Millennial Moment

A Recession is Inevitable,
But Should You Care?

A recession is inevitable, the question was never if it would occur but when. Often the word recession strikes fear in most investors, but of course, because nobody likes to see their portfolio fall. Often times we don’t know we are in a recession until it is almost over. This is why we never try to time the market, investors cannot experience highs without experiencing some lows. The best bull markets occur after tough times.

Read "The most-anticipated recession in history is coming, and it's tying investors in knots" at FinancialPost.com

John Iaconetti B.A.S., Spec. Hons. Administrative Studies (Finance)
Financial Advisor
The McClelland Financial Group of Assante Capital Management Ltd.

THINK SMART
Podcast – Listen to Mike and Rob and their latest thoughts and industry insights

Think Smart

Part 2 - Pursuing a
Better Investment Experience


Key principles to improve your investment success. Practice smart diversification to manage risk. Avoid timing the market to maximize your returns. Managing your emotions can be a struggle when it comes to your investments. This and more today on ThinkSmart.

LISTEN TO THIS PODCAST

WHAT’S NEW?
Light Read – Updates on need to know details for Assante clients on technology and industry changes

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Copyright © 2019 The McClelland Financial Group.

Assante Capital Management Ltd. is a Member of the Canadian Investor Protection Fund and Investment Industry Regulatory Organization of Canada. This material is provided for general information and is subject to change without notice. Every effort has been made to compile this material from reliable sources however no warranty can be made as to its accuracy or completeness. Before acting on any of the above, please make sure to see me for individual financial advice based on your personal circumstances. Insurance products and services are provided through Assante Estate and Insurance Services Inc.

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