Videos & Webinars
Our Library of
Videos & Webinars
Videos & Webinars
We’re committed to informing our clients and audience about the economy, markets, personal finance and ideas to work toward and maintain financial independence.
UPCOMING WEBINAR – OCT 14TH @ 7PM MST
Featured Webinar
Dancing Near The Door: Preparing For The Next Correction
After the Liberation Day market flush, equities have been very robust. Everyone likes to see their portfolio grow but as the saying goes, "Offense Sells Tickets, Defense Wins Championships". Amid the current market euphoria the principles of Mass Psychology are predictive. This webinar will focus on asset classes, sectors and regions that continue to offer upside potential, as well as the factors that are preparing us for the next correction and how to navigate these challenges.
Geopolitical realignment, stagflation, censorship & Central Bank Digital Currencies are concerning but distracting. History shows markets turn upward suddenly. If you've bailed from the markets you'll miss out.
Learn about investment strategies to protect capital in the short term and take advantage of the recovery.
The 60/40 playbooks, passive portfolios and using your "gut" are outdated thinking in an increasingly complex world with risks related to inflation, interest rates and conflict. We provide our 2023 market outlook and investment strategies to navigate these markets.
While stock and bond markets are under pressure, an equity market recovery will begin likely when things look the worst. You need to be properly positioned to take advantage when this recovery begins.
Learn about strategies to design and manage the stocks in your portfolio that generate solid rates of return while minimizing portfolio volatility.
Learn what alternative investments are and how private credit and private real estate investments can complement stocks and bonds in portfolios.
Retired Major Brian Hamilton of the Canadian Armed Forces, and former intelligence officer, provided an expert military perspective on the Ukraine/Russia conflict. Brian is a decorated solider who held active roles in operations and intelligence support in the Canadian Arms forces; and trained NATO intelligence staff.
Markets will continue to be volatile. It will be harder to grow investments – but here are some strategies used by our portfolio managers to navigate these difficult times.
Learn about strategies to intelligently invest lumps sums of money such as when you sell a business or real estate; or receive an inheritance.
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. We provide our 2023 market outlook and investment strategies to navigate these markets.
Book an intro call with us.
We’re friendly and won’t pressure you into anything. We’ll help you assess if we’re a fit, and answer any of your burning questions.
Are you prepared to
grow your portfolio?
Invest about 10 minutes and receive a custom report with a Readiness Score and ideas to improve how your portfolio is managed.
Start your assessment now:
