by Allan Small | Apr 11, 2024 | Investing
The economy is great, personal wealth is on the rise – why do people feel so bad? U.S. household wealth is at an all-time high. From 2020 to 2023, our neighbours to the south enjoyed the fastest wealth boom ever, accumulating US$156 trillion. This was fueled by a...
by Allan Small | Dec 28, 2023 | Investing
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. At the time of writing, the...
by Allan Small | Apr 19, 2023 | Investing
Somewhere on the Internet – and you won’t have to search far, according to conversations I’ve had with investors – you will find stories predicting nuclear war, the next Great Depression, the collapse of the U.S. dollar and any number of reasons to want to stay in bed...
by Allan Small | Aug 9, 2022 | ASFS, Investing
Are the markets going to go lower? Am I going to lose all my money? Are we headed into recession? What happens if we are? 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...
by Allan Small | Mar 15, 2022 | Investing
Markets are down. The Nasdaq is in bear territory and the S&P is in correction territory (at the time of writing). This is the direct result of the Russian invasion of Ukraine. Not surprisingly, investors are nervous about what will happen to their wealth. I’ve...
by Allan Small | Dec 10, 2021 | Investing
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. That’s why stocks rebounded faster after each...
by Allan Small | Nov 9, 2021 | Investing
Talk about a game changer. Pfizer just announced a pill that promises to prevent up to 90% of Covid-19 deaths.1 It comes just weeks after Merck announced its own drug to treat patients with the virus that upended the world. The UK has already granted conditional...
by Allan Small | Jun 16, 2021 | Investing
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. You can have a stock price that has gone through the roof, but the company itself has...
by Allan Small | Jun 9, 2021 | Investing
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. This is not to say that...
by Allan Small | Jun 3, 2021 | Investing
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. This concern is captured in a term you’re going to hear more and more in the...
by Allan Small | Feb 22, 2021 | Investing
There is something other than GameStop and how a group of netizens took on Wall Street that has investors excited1. Bitcoin. It seems everywhere you turn there is a headline about the cryptocurrency. Here are a few of the latest stories. Rapper Jay-Z and Twitter CEO...
by Allan Small | Jul 17, 2020 | Investing
Finance Minister Bill Morneau’s 2020 Fiscal Snapshot is scary. As reported by the CBC, the 2020-21 deficit is set to hit $343.2 billion and the net federal debt will hit $1.2 trillion, bringing the debt to Gross Domestic Product (GDP) ratio to 49% up from 31%. This is...
by Allan Small | Jul 10, 2020 | Investing
As a parent of four children in elementary school and as a Senior Investment Advisor, I think the Ontario government’s decision to revamp the mathematics curriculum in grades one through eight and introduce a realistic and relevant approach to financial literacy is...
by Allan Small | Jun 15, 2020 | Investing
What’s happening? How is it possible that the Nasdaq composite is hitting new highs, the Dow Jones Industrial Average is recording consecutive days of growth and the Standard & Poor’s 500 has moved from correction to positive territory when all we hear is talk of...
by Allan Small | May 12, 2020 | Investing
The month of March was the worst month ever for Canadian mutual funds with more than $14.1B in net redemptions. That’s equal to 83% of total net sales for 2019, as reported by Financial Post.1 March 23 was a particularly tough day for the markets. On that day, the...
