May 17, 2023
This Week: Macro to Micro / Where is the Growth Coming From? / Stock Valuations
Where is growth coming from? Look no further than the Tech Sector. Companies like Apple, Google, and Microsoft have all been soaring in the first quarter of the year, propping up the entire stock market.
What Stage of Life Are You At?
Early On The Career Path
With your career going strong and some money to invest, we can help you to get started in building the path to short and long term financial success. Learn more >
Prime Earning Years
You’re doing well and are thinking about saving for the future, whether it’s planning for your kids post-secondary education or ensuring you have the financial means to live the lifestyle you desire in retirement. Learn more >
Stress Free Retirement
You’ve built your nest egg and now are focused on protecting what you’ve built, while also continuing to grow your portfolio. It’s important you have the income you need for your retirement lifestyle. Learn more >
Latest Posts / Podcasts / Videos
MoneySense – How recession fears are shaping investor behaviour and emotions
Investing can be emotional & it’s often best to take emotion out of the equation to avoid mistakes. What insights can be gained by looking at the first quarter of 2023? Discover some lessons learned in my latest MoneySense article.
The Sunday Money Show – May 14, 2023
Listen to my Sunday Money Show podcast as we discuss the recent inflation data for the month of April, most recent quarterly earnings reports, the US debt ceiling debate and much more.
The Allan Small Financial Show – An Interview with with Dan Kelly, President, CEO and Chair of the CFIB
“Don’t make it worse.” President and CEO of CFIB Dan Kelly has three immediate suggestions for how the government can help support small businesses in Canada.