6 Different Types of Traders

Did you know that there are at least six different types of trading strategies? Join Advisors Rob McClelland and Mike Connon as they run through everything from Momentum to Swing traders and discover the pros and cons of each. 
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Podcasts

Apps Make The World Go Round

For many of us apps have become so much a part of our lives and there is no debate; the benefits are tremendous.Apps are changing our personal and business lives by freeing us up from tedious often repetitive tasks as well as teaching us new ways to crea…

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Podcasts

Bonds – The Fun Part of Your Portfolio

There are many different types of bonds; government bonds, corporate bonds, treasury bills, AAA bonds, long term and short term bonds. Advisors Rob McClelland and Mike Connon walk you through the bond world and discuss the advantages and disadvantages of…

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Podcasts

Demystifying the 4% Retirement Income Withdrawal Rule

With interest rates at the lowest they have been in 200 years; is the 4% retirement income withdrawal rule dated? Experts say past investment results cannot predict future returns; is that important? What are the rules around withdrawal percentages and w…

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Podcasts

Future Portfolio Returns

Deutsche Bank published a report announcing the lowest bond yields in over 200 years; so what’s the point? Most portfolios are built with some portion of fixed income. We look back at 94 years of data to examine if bonds are needed in the modern portfoli…

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Podcasts

Tax the Super Rich

Is it really such a bad idea to tax the super-rich to help pay for COVID-19? Are we better-off paying our debt or letting some of the greatest minds of our time reinvest in our future as a species. Join us as we discuss the controversial and uber-rich El…

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Podcasts

The End of Currency As We Know It

Getting cash out of the system; the good and bad of cash and the move to digital. The emergence of COVID-19 has made us rethink our need for cash. Our thoughts on how the elimination of cash could  contribute to the reduction of government debt and encou…

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Podcasts

Just Take My Advice

Taking advice from an expert is always the recommended course of action but when it comes to your hard earned dollars it seems often the most difficult advice to receive. As fee-based advisors we sit on the same side of the table; if you succeed we succe…

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