Episodes

Friday Jun 05, 2020
Episode 61: RISK It's Not Just a Board Game
Friday Jun 05, 2020
Friday Jun 05, 2020
There are many different types of risk. As advisors, we are told never to use the word. Risk, however, is a very real part of investing. Today Rob and Mike discuss the advantages of low-risk investments and how strategies differ between; Global Bonds, Balanced Funds, ETFs, Funds of Funds as well as Real Estate and illiquid and liquid assets. This and more Today on Think Smart.

Friday May 29, 2020
Friday May 29, 2020
As difficult as things are right now the future is truly bright. So many new and emerging technologies can help you through these taxing times. We all must embrace new ways of interacting and coping with some of our necessities. Today, we highlight some of our best practices to stay social, connected, happy and healthy. This and more Today on Think Smart.

Friday May 22, 2020
Episode 59: 9 Weeks Into COVID-19 - Lessons Learned
Friday May 22, 2020
Friday May 22, 2020
The fundamentals of the markets have not changed. Risk and return are eternally related. There is always a winner, loser, buyer and seller. But is there an opportune time to buy? How can you time the markets to get into a prime buying position? Is moving to cash ever a good idea even with dollar cost averaging? Will those who get it right be visionaries or just plain lucky? Why rebalancing on time is crucial to the health of your portfolio.
This and so much more Are on ThinkSmart today.

Friday May 15, 2020
Episode 58: Mental Wellness
Friday May 15, 2020
Friday May 15, 2020
Think Smart Podcast: Mental Wellness
May is Mental Health Month and a somewhat timely reminder of what care we need to take of ourselves and each other during these difficult times. As advisors, we see changes in memory, aptitude with figures and sums and an inability to cope with decision-making. As self-isolation becomes the new normal bringing mental health to the forefront seems more than appropriate.
This and More Today on ThinkSmart.

Friday May 08, 2020
Episode 57: How Are Investors Protected?
Friday May 08, 2020
Friday May 08, 2020
Are your investments safe? Will you wake up one day and have nothing left? Hustlers and swindlers have duped even the smartest individuals. When and how does Investor Protection come into play? Do you know your advisors' contingency plans in case of insolvency?
This and More Today on Think Smart.

Friday May 01, 2020
Episode 56: Why Is the Stock Market Not Down More?
Friday May 01, 2020
Friday May 01, 2020
The stock market rallied in April. Things seem to be on the uptick with recovery being close to 25% from its drop to 34%. Interest rates, liquidity and quick government response times seem to be moving us in the right direction. But is this only a dim light at the end of the tunnel? Should we expect to see more volatility in the weeks to come? Has the recession arrived? What does market efficiency mean to you and me? This and More Today on Think Smart.

Friday Apr 24, 2020
Friday Apr 24, 2020
Mentors have played a critical role in defining how we view and do business. From the first balanced portfolios, FACTOR investing, global diversification, accessing your staff's unique abilities to bringing fresh ideas on client and workplace tools into the mix. We have been fortunate enough to be set on a great path by some outstanding individuals. Including; Sir John Templeton, Nick Murray, Michael Nairne, Dan Sullivan and Brad Steiman.
This and More Today on ThinkSmart.

Friday Apr 17, 2020
Episode 54: From WWI to Y2K: History Provides Some Context To Our Future
Friday Apr 17, 2020
Friday Apr 17, 2020
We are now entering our 5th week of fighting and coping with the COVID-19 Virus. Look back at how we persevered in the past during times of trouble. How have we adapted our lives and technologies and how will we continue to re-imagine the world as we move through this pandemic?

Thursday Apr 02, 2020
Episode 53: The World 3 Years After COVID-19
Thursday Apr 02, 2020
Thursday Apr 02, 2020
Join Us for our 50th Podcast of Think Smart.
Looking at the advantages and changes that have followed this pandemic. What will the future hold for us as we grapple to keep up with climate change, e-education systems and a complete upheaval of the social world as we know it? This and More Today on Think Smart.

Saturday Mar 21, 2020
Episode 52: Lessons Learned 2008 to 2020
Saturday Mar 21, 2020
Saturday Mar 21, 2020
It's been a hairy week in the markets. What have we learned over the years in this business and what steps are we recommending? A deeper dive into the weeks ahead.