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Take control of your financial destiny with great insights, tips and advice from Senior Financial Planners Rob McClelland and Mike Connon at The McClelland Financial Group of Assante Capital Management Ltd.
Episodes
Thursday Aug 20, 2020
Thursday Aug 20, 2020
With interest rates at their lowest in 200 years; is the 4% retirement income withdrawal rule dated? Experts say past investment results cannot predict future returns; is that important? What are the rules around withdrawal percentages and what is a safe amount to consider? This and More Today on Think Smart!
Wednesday Aug 12, 2020
Wednesday Aug 12, 2020
Deutsche Bank published a report announcing the lowest bond yields in over 200 years; so what's the point? Most portfolios are built with some portion of fixed income. We look back at 94 years of data to examine if bonds are needed in the modern portfolio and what, if any options you may have. We explore this and more today on ThinkSmart!
Thursday Aug 06, 2020
Thursday Aug 06, 2020
Is it such a bad idea to tax the super-rich to help pay for COVID-19?
Are we better off paying our debt or letting some of the greatest minds of our time reinvest in our future as a species? Join us as we discuss the controversial and uber-rich Elon Musk, the unassuming Bill Gates and the Steve Jobs legacy and their contributions to the world.
Wednesday Jul 29, 2020
Wednesday Jul 29, 2020
How much should you weigh your portfolio as value stocks continue to underperform and growth stocks continue to outperform? The lure of the NASDAQ and extreme growth tech companies; is the expense of their stock price worth the investment and can it maintain for the long term? What is the right choice as we struggle to recover and look for a new direction after the COVID correction?
Friday Jul 24, 2020
Friday Jul 24, 2020
Over the years, our toughest clients have greatly impacted how we do business. Sharing their expertise or honest feedback with us has enabled us to grow consistently, stay relevant, and stay at the top of our game. From pushing to find lower-cost management solutions and learning the ins and outs of creating trusts, these demanding individuals have made us who we are today.
We explore this and more today on Think Smart!
Friday Jul 10, 2020
Friday Jul 10, 2020
Getting cash out of the system; the good and bad of cash and the move to digital. The emergence of COVID-19 has made us rethink our need for cash. Our thoughts on how the elimination of cash could contribute to the reduction of government debt and encourage a stronger GDP resulting in more investment dollars into the Canadian market. By removing cash and creating a digital transaction record could we begin to put pressure on the illegal drug, arms and sex trade industries. As well as how embracing digital payment systems can really start to simplify your life.
We explore this and more today on ThinkSmart!
Tuesday Jun 30, 2020
Tuesday Jun 30, 2020
Taking advice from an expert is always the recommended course of action but when it comes to your hard earned dollars it seems often the most difficult advice to receive. As fee-based advisors we sit on the same side of the table; if you succeed we succeed, likewise when you are unsuccessful we share in that financial loss. Today we highlight some of the areas we find the most difficult to give advice on and yet where we find it may be most useful to you; the conversion to cash, rebalancing, the hot stock tip, too much debt and to TFSA or not to TFSA. This and more today on ThinkSmart.
Wednesday Jun 24, 2020
Wednesday Jun 24, 2020
Learning with some of the best and brightest entrepreneurs from around the world.
Hear how they are tackling change and their surprising view of the future.
The Strategic Coach has been a big part of our entrepreneurial spirit for many decades,
from it we have learned a sense of accountability for our actions among many other best practices.
This and More Today on Think Smart
Friday Jun 19, 2020
Friday Jun 19, 2020
Risk and return as we all know go hand in hand. Rob and Mike walk you through how to increase your rate of return and what approach could work for you. Based on your risk tolerance the answer is stocks, mutual funds, or Index Funds. Is investing in REITS too risky and how do you use leverage properly?
This and more Today on Think Smart.
Thursday Jun 11, 2020
Thursday Jun 11, 2020
The fastest rise in 50 days in the history of financial markets. This bear market has suddenly become a bull. But should you stay invested in Canada? Looking at the Canadian, US, European, Asian and Far East Markets over 20 years can give us great insight into the coming months and years. What has changed in the last 10-20 years and how does that affect your bottom line?