With the U.S. just celebrating their 6 year anniversary of the current bull (positive) market run, many investors are wondering can the rally in the equity (stock) markets continue? I have heard many investors and analysts say that the equity markets both here and in...read more
This past Friday I spoke with with Greg Bonnell from BNN's The Close. We discussed the wild 5 day ride in the markets, the continuation of the bull market, low interest rates, governments remaining accommodating, and oil. Watch the full video here.read more
In an interview with MoneySense.ca published on March 5, 2015, we looked at the portfolio of a couple planning to retire in 2016. Check out the problem and the fix that provided a balanced portfolio with better returns and income, and less risk.read more
Today, I spoke with Frances Horodelski on Business Day AM at BNN about expectations for the month ahead and why I see value in the big five banks. We covered the banks, China, interest rates, and inflation. See the full video on BNN here.read more
With RRSP season upon us, many investors are trying to decide whether they should be putting money into their RRSP. Over the past few weeks, several have asked me whether RRSP investments make sense or should they consider depositing money into a tax free savings...read more
February 6 on BNN's Business Day AM with Frances Horodelski, we discussed how investors can strategize their portfolios in a low oil environment. Key areas discussed included: growth in full time jobs, low Canadian dollar, opportunities outside of Canada still...read more
The Market Volatility Continues The last hour of every trading day lately seems to provide investors with that roller coaster feeling. With each hour of every day, the market seems to take on a new identity. Depending on who said what or what the rumour du jour seems...read more
The Canadian and U.S. markets continue to be as volatile as they ever have been. Whether it is geopolitical tensions between Russia and Ukraine, terrorist activities around the world, or the price of oil and commodities falling sharply, the current volatility is here...read more
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 in...read more
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 liked the...read more
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 could take that...read more
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...read more
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 on...read more
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 these...read more
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...read more
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...read more
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...read more
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...read more
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...read more
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