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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
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
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
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
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
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.