by Allan Small | Oct 31, 2015 | Stress Free Retirement
For many retirees, one of the first investment strategies they likely ever heard was the ‘buy-and-hold’ approach to investing. You will likely remember this simple concept – people purchase investments and hold them for an extended period of time,...
by Allan Small | Oct 7, 2015 | Interviews
I sat down to speak with Mark Bunting at BNN. We spoke about the economy, a broad range of market sectors including: energy, manufacturing, biotech, and the banks – and also where I look for investments outside Canada. Watch the full video here.
by Allan Small | Oct 1, 2015 | Stress Free Retirement
The single largest intergenerational wealth transfer in human history is about to take place. Over the next 40 years, baby boomers will pass an estimated $40 trillion to millennials. How You Transfer That Wealth Is Critical How you transfer that wealth is...
by Allan Small | Sep 25, 2015 | Interviews
This morning I sat down with Paul Bagnell from BNN. We discussed the markets, current volatility, the automotive and banking sectors, and why the markets are likely to move higher in Q4. Watch the full interview here.
by Allan Small | Sep 15, 2015 | Stress Free Retirement
Over the last few years, creating portfolios specifically tailored to the needs of retired investors has become more complex. The days of buying an investment and holding it for the long term are long gone. With volatility as prevalent as it is today, and with all the...
by Allan Small | Sep 12, 2015 | Interviews
Friday, I sat down with Amber Kanwar from BNN. We discussed the value in Canadian banking stocks, the recent purchase by BMO of General Electric’s Transportation Finance Division in the U.S, and the opportunities in the financial sector. Watch the full...
by Allan Small | Aug 25, 2015 | Interviews
Investors watched as the markets plummeted yesterday, but then rallied back by end of day. I had the opportunity to speak with a number of news outlets about the volatility in the markets, the impact on investors – and how these represent buying opportunities....
by Allan Small | Aug 22, 2015 | Interviews
Yesterday, I spoke with Greg Bonnell at BNN and discussed China’s lagging growth, selloffs in the tech sector, investors looking for growth in new areas, and the TSX over this last week. Watch the full interview here >
by Allan Small | Aug 8, 2015 | Interviews
Yesterday, I sat down with Michael Hainsworth at BNN to discuss why buying in this market is difficult. We covered selloffs in the banking group, interest rate cut impacts, energy and tech sectors, and value vs momentum investing. Watch the full interview here...
by Allan Small | Jul 27, 2015 | Stress Free Retirement
The answer to this fundamental question is what will allow you and your investment advisor to design the ideal portfolio for your retirement. While many financial institutions and advisors rely on ready-made portfolios based on risk tolerance, I believe there is a...
by Allan Small | Jul 20, 2015 | Stress Free Retirement
Thinking About Retiring? Making the right investment decisions as a retiree is critical because those investments will provide you with income during retirement. Try to avoid these top four common mistakes that expose retirees to the very risks they are trying to...
by Allan Small | Jul 6, 2015 | Stress Free Retirement
You’ve worked hard all your life to build up your investment portfolio in preparation for retirement. What’s the most important question now for many retirees – how do you not only protect your investments, but also pass them on to the next...
by Allan Small | Jun 22, 2015 | Stress Free Retirement
It’s no secret that market volatility has many investors concerned about how to best protect their wealth. According to research commissioned by the Investment Funds Institute of Canada (IFIC), it’s also true that investors working with trusted financial...
by Allan Small | Jun 15, 2015 | Stress Free Retirement
At least I’m not losing any money! That’s a common refrain I hear from people who have chosen to invest in Guaranteed Investment Certificates (GIC). But is that actually the case in this historically low interest rate environment? In a word, No. People...
by Allan Small | Jun 7, 2015 | Stress Free Retirement
Life expectancies in Canada have been on the rise for the past few decades. The latest Statistics Canada report reveals the average life expectancy is now 80 for men and 84 for women. Put another way, that means we should be preparing to live 15 to 20 years beyond our...
