by Allan Small | Jan 26, 2015 | Investing
We had a great turnout for our annual wine tasting event on January 22, 2015 at Quince Bistro in Toronto. Joining us were some of my current clients and some new people – all interested in learning about the potential pitfalls that could derail the market rally...
by Allan Small | Jan 22, 2015 | Investing
Yesterday on a Global News panel, we discussed what the Canadian dollar will do next as the price of oil continues to plunge. The impact of the Bank of Canada’s interest rate cut to .75% brought the dollar down to 81.1 cents US overnight, but equity markets...
by Allan Small | Jan 15, 2015 | Stress Free Retirement
In an interview with Gary Marr from the Financial Post yesterday, we discussed the RRSP dilemma – debt or money for retirement? For many people, paying down debt comes first. But for some, with lines of credit at barely 2.5%, they don’t realize they...
by Allan Small | Jan 4, 2015 | Investing
Volatility in the current stock markets has left many investors puzzled about their next steps. Is it possible to grow your portfolio? Are there opportunities to invest? Today, the days of the buy and hold strategy are gone. Ask yourself: Are the investments being...
by Allan Small | Dec 16, 2014 | Interviews
Recently, I was interviewed by MoneySense.ca after the volatility we’ve seen at the TSX. They ran this article: 6 Mistakes Investors Make When Markets Tank. We discussed some of the mistakes people make including: trying to time the market, leaning too heavily...
by Allan Small | Dec 3, 2014 | Investing
Join me for an evening of great wine in Uptown Toronto and also gain some investment insights that could help you in 2015. Learn about the potential pitfalls that may derail the current bull market and create investor pain. We’ll also talk about how to avoid...
by Allan Small | Aug 1, 2014 | Investing
During an appearance on The Morning Show on Global Television, we discussed the question of why are investments one of the few things people don’t purchase when they are on sale? Given how much people love buying things on sale, it seems to be such a surprising...
by Allan Small | Apr 30, 2014 | Stress Free Retirement
It is difficult in general, to say what the best sources of yield or income are for retirees that are entering the drawdown stage of life. For many people, their investments provide the income they require to live life and pay their bills. However are the best sources...
by Allan Small | Sep 19, 2012 | Investing
Now that the Federal Reserve has made their announcement of QE3, what is the next event to take this market to the next level? We have seen the major North American stock markets rally with the expectation of Fed stimulus in both Europe and the United States and the...
by Allan Small | Jul 17, 2012 | Investing
How resilient have the North American markets been over the past few months? Many investors and analysts have been speaking recently about how the stock markets in the U.S. and Canada have struggled this past quarter. I on the other hand look at it differently! I...
by Allan Small | Jun 8, 2012 | Investing
Buy the Dips and sell the Rips! A phrase I heard from a trader this past week. Buying investments after they have come down (Buy the Dips) and selling them once they have moved higher (Sell the Rips); this is what many traders apparently are doing over the last few...
