Think Smart with TMFG

Episode 188: Rising Interest Rates and the Effect on Homeowners

Interest rates continue to plague the economy with no relief in sight. How are they affecting today's homeowners and how might they affect the future of Canadian home ownership? 

Join Senior Financial Advisors Rob McClelland and Mike Connon as they discuss the current state of interest rates and where they may be headed.

 

Episode 187: Why You Should Involve Your Financial Advisor in Your Decisions

Your Financial Advisor is there to help you with the many decisions that impact your finances throughout your lifetime. Leaving them out of the loop on some of your most important choices is only doing you a disservice. Whether you've upsized your cottage or donated your liquid assets to fund your children's first home purchase, keeping your Advisor apprised is an integral part of your whole-life equation.

Episode 186: Conflicts of Interest That Impact Your Investments

Conflicts of interest exist everywhere in the marketplace. They may be hidden in places you would never suspect.  Join Senior Financial Advisors Rob McClelland and Mike Connon as they discuss  George Athanassakos's article on conflicts of interest in the investing world. How they affect portfolio managers, analysts, rating agencies, and even the financial media.

Episode 185: 5 Concepts for Successful Investing from Tuck School of Business Professor Ken French

Join Senior Financial Advisors Rob McClelland and Mike Connon as they discuss 5 concepts for successful investing as developed by Professor Ken French from the Tuck School of Business, Head of Investment Policy and board member of Dimensional Fund Advisors working in collaboration with Eugene Fama, Nobel Prize Laureate in Economics.

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.