by Allan Small | Jan 25, 2016 | Prime Earning Years
Too often, investors hold too many investments thinking it’s the best way to spread the risk and protect their wealth. While it is absolutely true that diversification is key to a successful portfolio, you don’t have to be everywhere. Over-diversification...
by Allan Small | Jan 21, 2016 | Interviews
This morning I discussed with Amber Kanwar at BNN that the depth of the equity market losses so far this year don’t make sense. Stocks have been trading like there’s a recession and it’s time for investors to take advantage of the fall and look for...
by Allan Small | Jan 5, 2016 | Interviews
Stock markets got off to a tumultuous start in the first trading day of the year as a sharp decline in China triggered a sell-off that spread worldwide. Watch the CityNews news story by Amanda Ferguson and my thoughts on today’s market selloff.
by Allan Small | Dec 21, 2015 | Prime Earning Years
Put simply, actively managed mutual funds are the result of the work of their managers. It’s the manager that researches the huge number of investment products available and then chooses and buys the ones that best reflect their investment style. As an investor,...
by Allan Small | Dec 15, 2015 | Prime Earning Years
Of course, as a smart shopper, you want to buy clothes, shoes, cars, furniture, travel–you name it–when it’s on sale. It’s just good sense. Everyone likes to get a deal. So you check the item to make sure there are no holes, tears or any other...
by Allan Small | Dec 8, 2015 | Prime Earning Years
Investors are typically defined by their risk tolerance, age and time horizon until retirement–all key characteristics of your investing profile. Less understood but perhaps more important is to know your preferred style of investing. Understanding your...
by Allan Small | Nov 18, 2015 | Stress Free Retirement
I’m sure a number of you are finding retirement different from what you expected. It’s always interesting to compare the world we live in with the world we anticipated it was going to be. Who could have foreseen an era of ultra-low interest rates? While...
by Allan Small | Nov 11, 2015 | Interviews
Great conversation with Michael Hainsworth today on BNN’s The Close. We discussed the markets, interest rates, and the technology, banking, and biotech sectors. Watch the full interview here.
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....
