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 – MAR 10TH @ 7PM MST
Featured Webinar
Allocating Capital: Our Portfolio Playbook Amidst Political Uncertainty
2025 was another great year for equity investors, but how long will it last? Just when you thought the world couldn't get any more unpredictable we have independence movements picking up steam in Canada, global restructuring, acceleration of AI and imminent war. What should investors do? In this webinar we'll discuss key short and long term risks, how to manage risk and find opportunity, discuss the commodity super cycle and common portfolio mistakes to avoid.
The 60/40 playbooks, passive portfolios and using your "gut" are outdated thinking in an increasingly complex world with risks related to inflation, interest rates and conflict.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.
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.
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.
Investors must pay attention to the very real risk in the government bond market. Learn about key indicators and activities to monitor and investment strategies to benefit from rising interest rates market volatility.
The themes of “Build Back Better”, money printing and Infrastructure are creating opportunities to invest in commodities. Learn how our portfolio managers are using a structured approach to take advantage of these themes.
Risk controls and active management are critical to protect capital and seize opportunities. These principles are essential to manage volatility and to thrive in a low, but rising interest rate environment which will have negative consequence for investors in 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 while limiting portfolio volatility.
Overview of how our portfolio managers navigated market volatility during the COVID crisis to ensure clients stayed within their “Financial Pain Threshold” to avoid panic selling.
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