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.
RESCHEDULED – NEW WEBINAR TIME – Mar 25th @ 7PM MST
Featured Webinar
Thrive Despite The Political Mayhem: Nimble Investing Aligned With Your Life Goals
The media blames Trump for everything. His actions cause chaos, but perhaps he’s tackling bigger issues in unconventional ways? Despite the noise, markets are stable, yet fear persists. We'll be discussing how to "Trump-Proof" your portfolio, sectors set to thrive, impact of tariffs and DOGE and how to avoid the noise to stay focused on your Life Goals.
The media blames Trump for everything. His actions cause chaos, but perhaps he’s tackling bigger issues in unconventional ways? Despite the noise, markets are stable, yet fear persists. We'll be discussing how to "Trump-Proof" your portfolio, sectors set to thrive, impact of tariffs and DOGE and how to avoid the noise to stay focused on your Life Goals.
Estate planning is a vital process to safeguard your legacy and shield your loved ones from unexpected challenges. Even with the best intentions, without the right strategies and support, things can go off track. We’re thrilled to welcome Ellie Muir from Clear Estate as our guest speaker. During the webinar, Ellie will delve into real-life estate planning pitfalls and offer practical advice on how to avoid them. She will also address a key question when drafting a will: Who will be my executor? And should I consider a 3rd-party estate administrator to settle my estate?
In today's world, polarized political debates often spill over into investor sentiment. But should they? With the U.S. election results potentially still undecided on November 5th, the big question remains: How much do these results really affect the economy, financial markets, and—most importantly—your portfolio?
We’ll cut through the noise and guide you in making sound, rational investment decisions, regardless of the political landscape. We'll discuss sectors we expect to thrive, global implications of the election results, broader challenges we face and more.
Many investors are getting jittery from rising political tensions. Declining confidence in gov’t continues to drive capital to the private sector and safe haven assets. Will gold continue to shine? And what about “black gold”? Is AI really a game changer or just the “current thing”? How do the Trudeau/Singh inspired budget and our population surge effect everyday Canadians and our global competitiveness? Join us for our thoughts & ideas to all these questions.
2023 was not a banner year for predictions by the "financial consensus complex." GDP didn't halt in the US, unemployment rates didn't spike, the banking sector didn't melt down after SVB collapsed and interest rates weren't cut.
In 2024, one can't ignore the geopolitical risks, evaporating social cohesion and potential disruption due to this year's US election and 80 other nations hitting the polls.
Despite this backdrop, we remain cautiously optimistic. Register to learn how we see 2024 unfolding.
Global political alignment is rapidly accelerating. Join us for a thought-provoking webinar where we'll delve into the complexities of the changing world order including the rise of the BRICS, limitations of Central Banks, unmask ESG investing and other global dynamics
and how it's affecting politics, economics and MOST IMPORTANTLY YOUR INVESTMENTS. We'll then provide attendees with strategies going forward to protect and grow purchasing power.
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.
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:
