49.2K
Downloads
363
Episodes
Take control of your financial future with expert insights, tips, and guidance from Senior Financial Advisor Mike Connon, Senior Financial Advisor Carlo Cansino, and Financial Advisor John Iaconetti at the McClelland Financial Group of CI Assante Wealth Management Ltd.
Episodes
Wednesday Sep 29, 2021
Wednesday Sep 29, 2021
You might be surprised to know how personal wealth breaks down worldwide. Even more shocking, who the 1% actually is and the discrepancy of personal assets between nations. Today on ThinkSmart Financial Advisors Rob McClelland and Mike Connon discuss Visual Capitalist's review of global wealth.
Thursday Sep 16, 2021
Thursday Sep 16, 2021
Financial Advisors Rob McClelland and Mike Connon review the top-performing stocks on the S&P 500, the Russel 3000, and the NASDAQ and discuss the lessons we can learn from their performance. Join us today on Think Smart!
Friday Sep 10, 2021
Friday Sep 10, 2021
How are you going to vote? Financial Advisors Rob McClelland and Mike Connon discuss their view of each party's platform and promises in this year's election. Join us today on Think Smart!
Wednesday Sep 01, 2021
Wednesday Sep 01, 2021
Advisors Rob McClelland and Mike Connon of The McClelland Financial Group of Assante Capital Management Ltd. discuss the ins and outs of creating a global bond portfolio. Short to long-term bonds, bond maturity, interest rate risk, bond ratings and more. How likely are your bonds to pay off? There are a number of things to know before you consider taking this approach to your portfolio. Listen today to discover our recommendations for best practices.
Thursday Aug 26, 2021
Thursday Aug 26, 2021
Join us today on Think Smart as Financial Advisors. Rob McClelland and Mike Connon will discuss how advisory firms are paid. Many models have been followed over the years. We discuss each compensation mode in-depth and how most firms are working today.
Tuesday Aug 17, 2021
Tuesday Aug 17, 2021
Listen today as Advisors Rob McClelland and Mike Connon give you the inside track on how to build a portfolio. What stocks you should buy and what you should consider, including tax credits, what assets go into which accounts, and what to look for in diversification—the performance of small, mid, and large-cap companies. Learn our best practices.
Thursday Aug 12, 2021
Thursday Aug 12, 2021
Did you know that there are at least six different types of trading strategies? Join Advisors Rob McClelland and Mike Connon as they run through everything from Momentum to Swing traders and discover the pros and cons of each.
Tuesday Aug 03, 2021
Tuesday Aug 03, 2021
Nobody likes to pay more taxes than they should but have you ever heard of hidden taxes? They look like a tax and act like a tax, yet they are not called a tax. Listen here today, as Financial Advisors Rob McClelland and Mike Connon discuss some of these covert culprits.
Wednesday Jul 28, 2021
Wednesday Jul 28, 2021
We often have difficulty as Financial Advisors quantifying what it is we do. The truth is that the numbers don't lie. In the long term, working with an advisor is in your best interest. Cookie-cutter solutions cannot make the same claims. A financial plan tailored to you, your risk tolerance, spending habits and all that makes up your financial persona is invaluable. Join us today as we run the numbers and define where exactly you will see that effect on your bottom line.
Wednesday Jul 21, 2021
Wednesday Jul 21, 2021
They may look like the next best thing, but the truth is they may not be reliable investments. Huge companies can rise to the pinnacle of their creation only to be in the red when it comes to the bottom line. Join us today as we examine Great Products, Horrible Investments.