You are not the only one looking around for a new investment advisor. With the volatile stock market environment, many people have sent me comments and questions about how to move their portfolios to a new advisor. I would caution those investors on making any quick changes and selling stock at this time. Remember, the key is to maintain a well-diversified portfolio which includes bonds, cash, and high-quality stocks. [...]

No, I don’t agree! I have heard these comments more often than I would like to admit from readers and I got to say people – wake up! Millennials are the generation that those of us in our 50’s and 60’s should have been. When we got jobs in the 70’s and 80’s we were told by our parents to be grateful for the work, to put your head [...]

Many first-time home buyers have cooled off and ceased their house hunting searches as the market levels off with interest rates still climbing.  Home prices have still not dropped down as low as some buyers were hoping for; and as we sit poised for another year, it is now anyone’s guess what will happen. Many economists say the interest rates will climb even higher especially with the Canadian prime [...]

To answer you honestly – I’m not sure. Let me tell you why. Currently no one knows for sure where inflation is headed or whether it will continue to be volatile. The three-month trend is averaging 5.8% so there is no denying that it is a force to be reckoned with in 2023. Basically, economists and analysts, have very little experience with true inflation other than what we witnessed [...]

Great question! – I think a lot of people are wondering this too. I don’t believe in timing the stock market; however, December and January have specific attributes that the other months of the year just don’t have. So, let’s talk about that. For those of you that regularly invest in the equity markets, you may have noticed that your portfolio always takes a bit of a hit at [...]

I have 3 radio shows that play across Canada with over 14 million listeners and my broadcasting partners sell ad space on my shows.  Recently, with the economic changes I have seen many sponsors leave their advertising campaigns, recoiling and reining in expenditures, to hunker down for an economic pullback.  This is surprising to me every time it happens – and I have witnessed it many times in different [...]

Hustle culture is something my demographic, (ages 45 to 55) and our parents have been used to all our lives.  Living by the motto that you can’t be successful unless you “work really hard, show up every day ready to overcome any obstacle, with a no-limits attitude, and of course, programmed for greatness.”  We quickly passed judgment on anyone who didn’t seem to be working hard, and everything in [...]