Videos & Webinars

Welcome to our library of videos and webinars – a free resource for investors, and their families, seeking financial independence. Complete the registration form on this page to receive immediate access (if on mobile phone scroll to bottom of page).

Opportunity Within Volatility: Our 2023 Market Outlook

The last 3 years have exhausted the optimism of most investors, with many questioning their existing strategies.

The 60/40 playbooks, passive portfolios and using your “gut” are outdated thinking in a world with continued inflation, modest earnings growth, P:E multiple compression, rising interest rates, growing political polarization and further escalation in the Ukraine/Russia war.

Yes we are fully aware of the risk for equity, bond and commodity markets. Historical inflection points create generational opportunities. Awareness of this moment means our nimble portfolio managers are prepared to be opportunists (buyers) during the volatility we fully expect.

During this 60-minute webinar we covered a lot of ground including:

  • Our 2023 market outlook and key areas including currencies, precious metals and life-sustaining commodities
  • Positioning equity strategies to play strong defense AND be ready for a market rebound
  • Navigating inflation and rising interest rates, and Central Bank pivots
  • Opportunities in infrastructure, private lending and real estate
  • How a realistic long term financial plan can prevent you from making big mistakes

(recorded Jan 10, 2023) 

Investor Survival Guide – Minimizing Declines & Optimizing Recovery: At the start of 2022, we predicted challenging markets due to rising interest rates, inflation and geopolitical events. We discussion how our managers navigated the markets, their results (which significantly outperformed markets and passive portfolios and how to take advantage of conditions moving forward.

Grace Under Pressure – Disciplined Portfolio Solutions Amidst Global Turmoil: We discuss why we feel markets will continue to be volatile, how it will be harder to grow investments and strategies used by our portfolio managers to navigate these difficult markets. (recorded April 9th, 2022).

Don’t Be Fooled – It’s About the Bond Market: We discuss why investors must pay attention to the government bond market and other indicators to shape their portfolio and investment strategies to benefit from rising interest rates market volatility (recorded Sept. 25, 2021).

Intelligently Profit From the Commodity Super Cycle & Rising Interest Rates: We discuss the themes of “Build Back Better”, Money Printing and Infrastructure and how these themes are creating opportunities to invest in commodities and clean tech. We then discussed a strategy our portfolio managers are using to invest in commodities in a structure manner for clients.   (recorded Apr. 23, 2021).

The Great Reset, Viruses & Government Debt: We share a case study of how our portfolio managers managed through 2020 and our outlook for 2021. We also discuss specific strategies our portfolio managers use to manage volatility and thrive in a low, but rising interest rate environment which will have negative consequence for investors in government bonds.  (recorded Dec. 16, 2020).

A Wise Alternative to Government Bonds: Wise investors are seeking high income with safety of principal. An intelligent solution to long-term government bonds and GIC’s is a well-diversified basket of Alternative Investments that can generate 7% – 8%+ YIELD with limited portfolio volatility. This is a detailed webinar on alternatives in Private Credit.

Overview of Alternative Investments: This is a short video on Alternative Investments and why they are essential assets to include in your portfolio.

Fight, Flight or Freeze – Decisive Investing to Survive & Thrive Through Crisis: Learn how IWM portfolio managers navigated market volatility during the COVID crisis to ensure clients stayed within their “Financial Pain Threshold” to avoid panic selling.

Stocks You Can Tolerate: Learn about strategies to design and manage the stocks in your portfolio that generate solid rates of return while minimizing portfolio volatility.

Protecting Your Portfolio from Volatile Markets: Learn about strategies used by our portfolio managers to reduce portfolio volatility and position you for consistent, long-term returns. The strategies we discuss can increase by as much 2.7% points annually with a less volatile portfolio you are more likely to stick with.

Straight Talk for Retirement Success: This two-part retirement workshop discussed how to bullet proof your financial plan with realistic solutions for the most common challenges facing those approaching or already in retirement. You can also access the self-assessment checklist used by workshop attendees to score your own financial health.

Tax Smart Investing for Professional & Business Owners Over 50: Learn to legally reduce corporate tax, save 50% more for retirement, cut tax on the sales of your business and reduce portfolio risk for capital set aside for passive investments inside or outside your business.

Straight Talk for Financial Independence Video Series: This series of short videos focuses on identifying, understanding and solving the most pressing financial challenges of investors over 50.

3 Practical Solutions for Investors Over 50: If you’re worried about the next financial crisis but still need to retire securely, watch this webinar learn how to solve the three biggest challenges facing investors over age 50.

Investing Lump Sums: Learn about strategies to intelligently invest lumps sums of money such as when you sell a business or real estate, or receive an inheritance.