Blog

Your Money - December 24th 2020

Posted by Steve Bokor

 Your weekly look at the money markets for the week ending December 24th, 2020 by Steve Bokor, CFA.

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What are Liquid Alts with Andrew McCreath

Posted by Ian Clark

Join Ian David Clark and Andrew McCreath as they discuss:

• What are Liquid Alt’s?
• The Long/Short Strategy
• Kiss: keep it simple…..

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Microsoft Killing it in the Cloud

Posted by Ian Clark

Join Ian David Clark, CIM, and Steve Bokor, CFA as they discuss:

• Tax Loss Harvest Season
• Microsoft Crushing it in the Cloud
• Big Tech Big Week with Earnings

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Hot for Real Estate

Posted by Ian Clark

Join Ian David Clark, CIM and our guest, Veronica Crha as they discuss what is happening in our local real estate market.

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The Wackiest US Election: What's the Investment Impact?

Posted by Ian Clark

Join Ian David Clark, CIM - Portfolio Manager for a bi-weekly conversation about investment markets.

In this week's video, we are joined by Steve Bokor, CFA to explore the U.S election stock market outcome, the housing boom and take the Pepsi/Coke Challenge.

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Why is the DOW Lagging the S&P 500 & NASDAQ?

Posted by Ian Clark

Join Ian David Clark, CIM - Portfolio Manager for a bi-weekly conversation about investment markets.

"Alpha" is a measure of the active return on your investment, in other words, the performance of that investment when compared with a suitable market index. An alpha of 1% means the investment's return on investment over a selected period of time was 1% better than the market during that same period. That's what we do - aim to add Alpha to your portfolio over the long term.

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Should I Stay or Should I Go Now: Staycationing

Posted by Ocean Wealth

“Should I Stay or Should I Go Now” was the 1982 hit track from the Clash, but it is the question we are asking ourselves during this pandemic. Now that we have been locked up with nowhere to go for several months and as we enter stage three of the reopening here in British Columbia, ‘staycation’ is the latest buzz word.

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Optimize Your Retirement Income with These Tips

Posted by Ocean Wealth

The primary purpose of financial planning is retirement. One day you'll be hanging up your work keys and giving up the 9 to 5. 

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The Ocean Wealth Team Raises Over $5,400 in Support of Power To Be!

Posted by Ocean Wealth

Between June 18th and 21st 2020, our team participated in a very different looking Power To Play adventure (now called Power To Summit), a corporate fundraising event that tests teams' physical and mental limits, in support of Power To Be.

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Busting 8 Estate Planning Myths

Posted by Ocean Wealth

When it comes to estate planning, there are still some common myths proving tough to kill. Many individuals are unsure of what estate planning is and why you need an estate plan.

Quite frequently, we see individuals and families choosing to forgo setting up an estate plan for a combination of these myths.

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How to Make your Finances Recession-Proof

Posted by Ocean Wealth

By now we've all heard that Canada, and the globe, is projected to experience a recession this year. This is mainly due to COVID-19 and how this pandemic has halted many industries and economies.

This isn't the first time that we've experienced a recession and chances are — it won't be the last. So how can you recession-proof your money and protect it?

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How Businesses Can Prepare for Economic Downturn

Posted by Ocean Wealth

Business success requires you to be able to pivot with the market. Part of being a business owner, an entrepreneur, or a startup is being ready for the highs and the lows. When the economy takes a turn for the worst, how can you be prepared to ride out the storm?

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