Your financial plan and your portfolio should be managed in tandem by a Financial Advisor. So why go it on your own? Only 5% of professional money managers beat the market 20 years out. The investment choices you make today can affect your entire fam…
You would think that most sources of retirement income are taxed at relatively the same rate but you would be wrong. Today on ThinkSmart Senior Financial Advisors Rob McClelland and Mike Connon compare the various sources of potential income from cap…
Financial Advisors Rob McClelland and Mike Connon discuss a recent in-depth study on the markets and rolling returns from the Advisor publication Horsesmouth. This fascinating study spans five decades. Listen today to find out what the “GOAT” (greate…
Not all Financial Advisors are created equally. Listen here to find out what 10 most important qualities to look for in your Financial Advisor; some may be a bit of a surprise.
Key Points from this Episode:
(00:54): The Advisor’s mission(02:37): Wh…
It doesn’t seem like it should be that hard to beat the market. The trouble is that many more factors play a role in your investment success than you realize. There are over 400 billion dollars in stock trades a day all with one objective; to make mo…
Why your cash should be making money for you and not for your bank.
While interest rate hikes can be daunting for those who are carrying large amounts of debt they can be a boon to those who are holding funds in cash. Today on ThinkSmart Financial Ad…
Our best practices for travel in 2023. How are things looking out there in the travel world? Listen today to hear our advice and feedback from our recent travels abroad on everything from flights, to hotels, and rental cars.
We just keep getting slammed by interest rates from all sides. This is especially problematic for those who are still coping with debts or mortgages. But on the other hand, there are actually some benefits. Listen today to find out why the rising int…
Evidence shows that women outpace men in lifespan by a minimum of five years. Yet we often see that only one partner does all the financial heavy lifting while the other remains disengaged and uninformed. Ensuring that both partners are engaged in un…
Let’s talk liquidity. How liquid is your portfolio? How does fixed income affect your buying power? What will fit your needs best? Will it be GICs, Bonds, Cash or stocks, and mutual funds? Listen today to Senior Financial Advisors Rob McClelland and …
Financial Planning Advice from Canada's Top Financial Advisors
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