Videos & Webinars

Our Library of
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 — May 9, 2023 @ 7PM MST



Bend But Don’t Break – The False Choice of All In or All Out

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 in dividend stocks, commodities, real estate, infrastructure and precious metals to protect capital in the short term and take advantage of the recovery.

Opportunity Within Volatility: Our 2023 Market Outlook

The 60/40 playbooks, passive portfolios and using your "gut" are outdated thinking in an increasingly complex world with risks related to inflation, interest rates and conflict.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.

Investor Survival Guide – Minimizing Declines & Optimizing Recovery

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.

Grace Under Pressure – Disciplined Portfolio Solutions Amidst Global Turmoil

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.

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. We provide our 2023 market outlook and investment strategies to navigate these markets.

Don’t Be Fooled: It’s About the Bond Market

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.

Intelligently Profit From the Commodity Super Cycle & Rising Interest Rates

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.

The Great Reset, Viruses & Government Debt

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.

A Wise Alternative to Government Bonds & GIC’s in Your Portfolio

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.

Fight, Flight or Freeze – Decisive Investing to Survive & Thrive Through Crisis

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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