Think Smart with TMFG

Episode 184: You Are in Charge of Everything Whether You Want to be or Not

What has the advent of technology done to erode client relations and expectations? The widespread adoption of technologies and applications has undoubtedly had its advantages, but it, too, has had its limitations. While some companies are still able to provide excellent service, others are wildly failing. Some of this failure comes from the weight of knowledge required to engage with this technology being thrust on the end user. Not only do you now need to know what you've spent your whole life excelling at. You also need to become an expert in other industries just to ensure you get what you need. 

Episode 183: The History of Market Crashes in the U.S. and the Globe

Financial Advisors Rob McClelland and Mike Connon discuss the global history of stock market crashes and review "A History of the United States in Five Crashes: Stock Market Meltdowns That Defined a Nation" by Scott Nations. What do all these crashes have in common, and how can leverage be detrimental to an economy? Find out this and more. 

Episode 182: Dramatic Investment Losses in 2022

This is truly a raging bear market. Personal investment portfolios have fallen 44% in the US from January to October of this year. How is that affecting Canadian investments? How did the indexes fare? What is stopping growth stocks from growing?
Join Senior Financial Advisors Rob McClelland and Mike Connon to hear the answers to these concerning questions and more.

Episode 181: The Advisor Series with Financial Advisor Steve Lowrie

Over the years we have formed great relationships with other Financial Advisors who have a similar take on client care and investing. Join us today Rob McClelland speaks with Financial Advisor Steve Lowrie about his practice and his strategies on investing.

Episode 180: Lessons Learned from the Legendary Financial Advisor Nick Murray

Today on ThinkSmart with TMFG Rob McClelland and Mike Connon review their recent discussions with the Advisor to Advisors, Nick Murray. Nick has been a financial services professional for more than 50 years and is among the industry’s most respected writers and speakers on all things financial. 

Episode 179: Is Your Lifeboat Ready to Weather This Market Correction?

The S&P 500 is down 24%, real estate is down 20% and, even our defense, the bond market is down 10- 20% worldwide. Today on ThinkSmart with TMFG, Senior Financial Advisors Rob McClelland and Mike Connon look at the 5 biggest market corrections in the last 50 years and how a well-balanced portfolio performed. They review from the beginning of each market correction to 5 and then 10 years after the correction to demonstrate how investments would fare.

Episode 178: How to Teach Your Children About Money

As children go through the various stages of life it's important to teach them about the value of money. Whether it's saving wages from their Summer job, collecting an allowance, or setting out on a new career path as a recent university graduate. Whichever stage they are at it's important to include them in financial discussions so they can make educated decisions about their finances.

Join Senior Financial Advisors Rob McClelland and Mike Connon as they discuss some healthy financial habits you might want to teach to your children.

Episode 177: The Importance of Being Compliant

Compliance is an integral part of any good financial firm. Why is it good for clients, potential clients, and the company? Compliance is there to ensure that we follow the rules and laws of the province and the county.
Join us today as Financial Advisors Rob McClelland and Mike Connon take a deep dive into the importance of being compliant.

Episode 176: Forecasting: Why We Don’t Look At the Weather Anymore

The weather, just like financial outcomes, is difficult to predict. It's a tough spot for most financial advisors. There are always predictions about GDP, the unemployment rate, and the markets, and it seems these predictions always either surprise or disappoint. When you are approaching retirement and have a fixed amount of savings, you can't afford to be that wrong. Being wrong can really do some damage.

Join us today as Financial Advisors Rob McClelland and Mike Connon discuss what common predictions you should avoid.

Episode 175: Why Do We Always Need To Fix Things That Aren’t Working?

Why are we always trying to fix things that are not quite right? It's human nature to try to fix what is broken. Whether weeding your garden or repainting a window sill fixing things gives us a sense of order and calmness. How does that translate to your financial life? What might be broken in your portfolio, and how can you fix it? Join Financial Advisors Rob McClelland and Mike Connon on ThinkSmart with TMFG as they discuss best practices for investors.