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).

Feature Webinar: Market Outlook & Updating Your Portfolio Playbook for 2022

If there is any consensus on market forecasts for next year, it’s that 2022 will be volatile and investors will be faced with significant “noise” that will test decision making. Low but rising interest rates, inflation, looming food and energy shortages; and political elites and unelected bureaucrats meddling with economies pushing an increasingly skeptical public to the breaking point.

During this 50-minute webinar we’ll be covering a lot ground including:

• A market outlook for 2022 and key areas to pay attention to
• Positioning your equity strategies to benefit from inflation
• Seeking gains carefully with outsized opportunities such as in commodities
• Generating sufficient yield when bond and GIC returns aren’t keeping pace with inflation (i.e., negative real rates of return)
• Active management strategies to reduce risk in volatile markets

(recorded Jan. 8th, 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.