All episodes

Aug 10th, 2019

Dimensional Fund Advisors - It's a Way of Thinking

Research that really works. The smart guys are finding the truth about how the markets work. Dimensional Fund Advisors was founded in 1981 by David Booth based on what he learned f...

Aug 2nd, 2019

The CPP Debate- Early or Late Withdrawal What Are The Bene...

When is the best time to start to take CPP? Many considerations come into play; estate plans, claw backs, benefits and tax advantages. How to optimize CPP withdrawal planning to ge...

Jul 26th, 2019

The Right Advice Every Time

Right all the time vs. the majority of the time and protection against the possible. Are there black and white answers when it comes to financial advice. Who to turn to when trying...

Jul 19th, 2019

Concentrated Positions

Today on ThinkSmart: Does the tail wag the dog when you are making financial decisions about your future or vice-versa? Every company has some level of risk associated with it. Nor...

Jul 16th, 2019

Sticking To The Plan

Is the real estate portion of your retirement plan really where it should be? How does the brain see your money? Cash occupies a different part of your brain than your retirement s...

Jun 15th, 2019

Trade with China; Tariffs and Volatility in the Market

How do Trump's imposed tariffs on China affect the market. Do you know how tariffs actually work?Find out here.

Jun 8th, 2019

Can Mutual Funds Outperform The Index

Examining the mutual fund landscape. An in depth look at the active funds from 1999-2018. Rob and Mike discuss "Survival Bias" and what it can do the skew the numbers. Is it all ju...

May 18th, 2019

Optimism: The Secret to Your Success

Today On ThinkSmart: Investor success and how it is tied to attitude. What are the fundamental steps any investor needs to take in order for their financial lives to have the outco...

Apr 27th, 2019

Back from the Outback

What we learned from the DFA Australia Tour from advisors across the globe.

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