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Assante Capital Management Ltd. April 2020

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The McClelland Financial Group

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Most of our publications, videos, podcasts, articles are up on our new website?

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

Rob's Read

What If You Buy Stocks Too Early During a Market Crash?

AWealthOfCommonSense.com:

"I know of a professional trader who foresaw the Great Recession, went to cash in the summer of 2008 before things got crazy and came up with a wonderful plan to put his money back to work at the lows.

He planned on putting his cash into a simple S&P 500 index fund in 25% chunks when the S&P hit 650, 600, 550, and finally 500. It was a generational buying opportunity and I was jealous he had such a wonderful plan of attack.

The only problem with this plan is the S&P never got to those levels, even though plenty of people were predicting it at the time."

#Investing #Crisis #Stocks #Retirement #Crash

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

Check Out Our New Publication:

Rob's Reads

Peek inside the mind of one of Canada’s Top 50 Advisors - Rob McClelland.

Read what he reads and learn why he reads it. An informative look at Financial Planning, Strategies and Markets.

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

2020 Award Nominations
For Team TMFG Are In!

Rob McClelland - The Mandeville Private Client Inc. Award for Canadian Advisor of the Year

The Franklin Templeton Award for Advisory Team of the Year

The SIACharts Inc. Award for Digital Innovator of the Year

John Iaconetti - The Advocis Award for Young Gun of the Year

LIFESTYLE
Light Read – Fun and Enjoyable!

Lifestyle

Technology to make social distancing much more tolerable

I’ll be the first to admit, I am not a techie by any stretch of the imagination. If it’s anyone in the office, it’s Rob. That said, I have found myself using much more technology than I ever did since the onset of COVID-19. And, to tell you the truth, it’s making my life so much easier and much more enjoyable to be locked up at home.

I was never a huge online shopper, whether it be groceries, household items, alcohol, or clothes. Amazon was typically my online retailer of choice in the off chance that I was to make a purchase. Since COVID-19, I have become quite the adopter of contactless shopping. I don’t think I’ll ever need to step into a store again (if I have to). Home delivery or curbside pick up is just so convenient. Again, this is not new technology, but given the current state of things, I am just so aware of the convenience that it provides.

Video calling and conferencing applications have also made staying separated a little more tolerable. Whether it be for business use or pleasure, video calling is more personal way to stay connected. And the apps are getting better and better. Interactive games are finding their way into the applications and changing the whole experience of a video chat. Our family’s favourite app allows us to play trivia, Pictionary, Heads Up and other traditional games that keep us entertained for hours.

Keeping on the theme of business, documentation sharing/signing has become a little more challenging. However, applications like DocuSign, which allow users to provide a digital signature, is making our service processes much more efficient. Side benefit, it brings us that much closer to our goal of becoming a greener office. Another application that I have adopted is called Tiny Scanner. I’m sure many of you have used a “scanning” application before, or perhaps you prefer to send pictures of documents and other information. The benefit of apps like Tiny Scanner is that you can change your photo into a number of formats (i.e. PDF) which makes the document look more professional. In our business, verifying identity is paramount and one way we do so is by taking “copies/pictures” of identification. An app like Tiny Scanner converts photos into more usable files.

Another not-so-new technology is On-Demand entertainment. It has been a staple at our house. In this “new normal” we have relaxed our screen time for the kids. So, unfortunately or fortunately, apps like Netflix or Disney+ have become our kids’ best friends. That said, I do love the movie-a-thons that have become one of our favourites on rainy weekends. Guilt-free I might add…

Like I said, these are not necessarily new pieces of technology. However, for people that were slow to use or were non-adopters, they are truly showing their necessity and ability to make things easier for people.

Carlo Cansino FMA, FCSI, CFP
Senior Financial Advisor
The McClelland Financial Group of Assante Capital Management Ltd.

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

The Oil Crisis Explained

You may have heard recently that the price of oil has dropped and briefly was trading at a negative. What does this mean for our economy and how did it come to be? Learn more about it here.

#Oilcrisis #Oil #Economy

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

LIFESTYLE
Light Read – Fun and Enjoyable!

Lifestyle

How to Stay Sane While
Working From Home

Working from home is new for most of us and as time goes on for some it's not getting any easier. Here are 4 tips to help you stay sane while working from home.

#Sane #WorkFromHome #MentalHealth #Covid19

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

Ask TMFG

COVID-19 Government Stimulus

Carlo and John walk you through the Canadian Government benefits that may be applicable to you during this difficult financial time.

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

Think Smart

The Critical Role Mentors Play in Developing Your Investment Strategy

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 the mix. We have been fortunate enough to be set on a great path by some outstanding individuals. Including; Sir John Templeton, Nick Murray, Michael Nairne, Dan Sullivan and Brad Steiman. This and More Today on ThinkSmart.

LISTEN TO THIS PODCAST

Calling All Readers!

Read our featured podcasts on our new publication "Podicles"

If you prefer to read information rather than listen to it, and just in case you missed something. We've converted some of our best and most relevant podcasts to articles.

CHECK THEM OUT by
CLICKING the articles below

Happy Reading!

Coronavirus, Markets and Economies:
Four Little Reasons to Stay Invested

Coronavirus, Markets and Economies:
Five Little Things You Can Do Today

Coronavirus, Markets and Economies:
Five Little Things Worth Knowing

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Copyright © 2020 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.

Commissions, trailing commissions, management fees and expenses, may all be associated with mutual fund investments. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Please read the Fund Facts and consult your Assante Advisor before investing.

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