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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 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
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.
Tuesday Mar 17, 2020
Tuesday Mar 17, 2020
Rob and Mike discuss how they are personally coping with the Coronavirus pandemic. As well, as how our office manages and suggestions for clients during this market uncertainty. This and more today on Think Smart!
Thursday Mar 12, 2020
Thursday Mar 12, 2020
How will Coronavirus affect our clients? How are we dealing with it in the workplace? We also offer suggestions and recommendations on managing the market downturn.
Friday Mar 06, 2020
Friday Mar 06, 2020
Hard advice is the exact opposite type of advice that feels comfortable to give. Telling our clients they are overspending, stuck in sentimental stock purchases, holding too much cash, and over-gifting their grown children is a tough business, but someone has to do it! The hard job of being a good advisor at all costs. This and More Today on Think Smart.
Friday Feb 28, 2020
Friday Feb 28, 2020
The stock market is down 15%. We're seeing the effects of Coronavirus and supply chain disruption. What do the markets look like during this time? Will we finally go into a recession? This and more today on Think Smart
Friday Feb 21, 2020
Friday Feb 21, 2020
The Cobbler's Children Have No Shoes
We also need to follow this idea of taking advice. What are we learning to do to keep up with our current lives?
There is no miracle solution it's a combination of many best practices. This and more today on Think Smart.
Friday Feb 14, 2020
Friday Feb 14, 2020
What are we doing right? We were early adopters of diversification and balanced portfolios long before they were widely available. We determined that higher risk tolerance over time did outperform our clients. We became leaders in fee-based advice which translated into client-centric advice, not bottom-line advice. This and more today on Think Smart.
Friday Feb 07, 2020
Friday Feb 07, 2020
Simplifying your "whole life" becomes less of a want and more of a need as we age. Rob and Mike discuss the pros and cons of illiquid assets, real estate, capital losses, power of attorneys and more. Today on Think Smart.
Friday Jan 31, 2020
Friday Jan 31, 2020
We've made some bad judgment calls over the years. From holding bad positions for too long to appeasing a client and going against our advice. We've learned a lot along the way. This and more today on Think Smart.
