Blog: Investing
Is there a disconnect between economic data and how people feel about the economy?
The economy is great, personal wealth is on the rise – why do people feel so bad? Check out my latest blog to learn more.
2023 Year in Review: Another rollercoaster but this time finishing strong
From an investing perspective, 2023 was simple and pretty great. If you were invested in the markets, you made money – with the bulk of the year’s returns coming in the fourth quarter. If you held tech stocks, you made a lot of money.
The sky is not falling and other reasons to stay invested
If you’re invested in the markets, there is always a reason to sell and on the flip side, there is always a reason to buy. Check out my latest blog post to learn more.
Welcome to the Allan Small Financial Show
Are the markets going to go lower? Am I going to lose all my money? Are we headed into recession? These are just some of the questions I’m hearing from investors. It’s not surprising given all the market volatility we’re experiencing and the mixed messages we’re seeing in the media.
What investors need to understand about the Russian invasion of Ukraine
Some worried investors are asking how low can markets go as they watch markets drop from the Russia/Ukraine situation. What do investors need to consider during these volatile times?
Goodbye 2021, Hello 2022
For investors, 2021 was much like 2020 – another year like no other. The big difference: with vaccination rates rising, the world is learning to live with Covid-19 and realizing that uncertainty is the new normal.
What happens when the pandemic is over?
When it comes to what a return to pre-pandemic life means for the markets, here’s what investors need to know.
The Difference Between a Company’s Share Price and its Value
It’s easy for investors, particularly those who are new to investing, to think that a stock’s share price reflects the company’s underlying value. But this is not always the case. Check out my latest blog post to learn more.
Get Ready for a New Normal: Choppy Markets
For many consecutive months through the pandemic, investors enjoyed a smooth ride to ever higher returns. That solid trajectory of growing portfolios and wealth has been replaced by market swings within one day and over the course of a week. Check out my latest blog post to learn more.
Nervous about “peak reopening”? Don’t be
We’re getting there. It’s the beginning of the end of the pandemic in Canada and the U.S. People are feeling relief and optimism. However, for many investors, it’s also a time of concern. Check out my latest blog post to learn more.
The Rise of Bitcoin: What you need to know
Check out my latest blog post on Bitcoin and things investors should know about cryptocurrencies.
Opening the economy means learning to live with COVID-19
Health experts have made it clear – there is no way to eradicate or even prevent every new case of COVID-19. Opening the economy and reducing federal debt means achieving a delicate balance. More in my latest blog post.
Teaching kids about money – yes, please
Ontario’s new math curriculum will help elementary school students build an understanding of the value of money, how interest works, & how to budget. Check out my latest blog post as I discuss more on this story.
Why is the stock market surging when a recession seems inevitable?
How to make sense out of why stock markets can move significantly higher when unemployment levels are so high? Check out my latest blog post as I discuss how to navigate the current market volatility.
Timing the market is risky business – don’t do it
Why timing the market is a risky business? Read my latest blog on the importance of staying invested versus cashing out until the market “recovers”.
What COVID-19 means for seniors and their portfolios?
What should retirees keep in mind while investing in the current market environment? Read my latest blog as I discuss the importance of a properly balanced portfolio for seniors.
Investing in the time of COVID-19
Investing in a world dealing with COVID-19. Check out my latest blog on how to navigate the market volatility during this crisis.
Finding the right balance. Can we afford the cost of social distancing?
Check out my latest blog as I discuss how COVID-19 affects business and the economy in the current market environment.
The Coronavirus: No Need To Panic
What should investors be doing with their portfolios during this time? Read my latest blog as I discuss the impact of the coronavirus on investors portfolios.
Good Job On The U.S.-China Trade Deal, Mr. President
How will the new U.S.-China trade deal impact Canadians and their portfolios in 2020? Check out my recent blog which discusses the importance of this deal to stock market volatility and performance.
Registered Retirement Savings Plan VS Tax-Free Savings Account
TFSA versus RRSP? Which account should you be investing your money into? Read my recent blog discussing the positives of both accounts.
Goodbye 2019, And Thank You
This may come as a surprise to you but 2019 was a great year to be invested in the markets. Find out why 2019 was so good as we look back at the year that was!
The U.S.-China Situation: What The Trade War Really Means For Investors
Who is the winner in a U.S.-China trade war? Read my latest blog as I discuss the biggest misconceptions about the U.S. trade war with China.
Why Do We Want To Penalize Success Stories?
Should investors be concerned by the idea of breaking up Big Tech companies such as Facebook? Read my latest blog as I discuss why Facebook should not be penalized for its successes.
It Was The Worst Of Times, But Not Any More – Quarterly Update
January to March 2019 was the one of the best quarters in nearly a decade. What does this mean for investors going forward?
Year End Recap 2018
2018 has been one heck of a ride for investors, with the first part of the year taking us to ever greater heights only to see the fall plunge us back to ground zero wiping out double digit gains.
Market Bounce-Back Often Occurs When You Least Expect It
Yes, growth seems to be slowing and we appear to be in the late innings of the longest bull market in modern history–and that’s OK. There are reasons to be cautiously optimistic
Relax. The Best Times Often Follow The Worst!
In late September 2018, the markets were at record highs. By late October, they dropped 10% and entered, at least as of writing, correction territory.
When Stocks & Stock Markets Fall
In late September 2018, the markets were at record highs. By late October, they dropped 10% and entered, at least as of writing, correction territory.
Exactly What Problem Is The President Looking To Fix With Tariffs?
Dear Mr. President, no one wins with tariffs. If I had the ear of President Trump, that's exactly what I would tell him. While I believe he believes his tough talk on tariffs is a means to deliver on his campaign promises to Make America Great Again and Put America...
Are Mutual Fund Fees Too High? Probably Not.
It seems like every time I turn on the TV, there's a commercial pushing the narrative that mutual fund fees are too high and the fund companies are coming out ahead to the detriment of their investors. Ads by their nature offer one specific point of view and I'm not...
Is The Trump Bump Ending?
The term rollercoaster is coming up more and more in media reporting about the ride investors have been on recently. That ride was all about ascending from the moment it was announced Donald Trump would be the next president of the United States back on November 8,...
Wild Market Swings & Why We’re Still OK
When the Dow Jones plunged more than 1,000 points twice during the second week of February, it took investors into correction territory and a new reality. The smooth nine-year climb of the markets is over. Maybe. Markets have already regained much of those losses....
Investors: Beware Of The Disruptors
Apple, Amazon, Google and Facebook have replaced Exxon, GM and GE as the largest companies in the world. In my opinion, Apple is fast approaching a market capitalization of $1 trillion. Tech Companies Changing The Way We Live, Work, & Communicate Think pieces...
How Facebook, Twitter & LinkedIn Are Informing How We Invest
It's no secret that social media has become a critical tool in how we choose to communicate. Facebook, Twitter and LinkedIn have very quickly become the preferred channels for people to get information about anything and everything, from news and weather reports to...
Will The Markets Keep Rising?
Minus a few blips along the way, stock markets have gone steadily up since the depths of the financial crisis in March 2009. This has some investors worried. After all, what goes up must come down. However, while that's typically true, the fact is the markets have...