Think Smart with TMFG

Episode 61: RISK It's Not Just a Board Game

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. 

Episode 60: COVID-19 Has Changed Retirement Forever for The Foreseeable and Maybe Forever

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.  

Episode 59: 9 Weeks Into COVID-19 - Lessons Learned

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.  

Episode 58: Mental Wellness

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.

Episode 57: How Are Investors Protected?

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.

Episode 56: Why Is the Stock Market Not Down More?

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.

Episode 55: The Critical Role Mentors Play in Developing Your Investment Strategy

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.

Episode 54: From WWI to Y2K: History Provides Some Context To Our Future

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?

Episode 53: The World 3 Years After COVID-19

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.

Episode 52: Lessons Learned 2008 to 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.