Blog

Your Money - November 27th 2020

Posted by Steve Bokor

 Your weekly look at the money markets for the week ending November 27th, 2020 by Steve Bokor, CFA.

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Your Money - November 20th 2020

Posted by Steve Bokor

 Your weekly look at the money markets for the week ending November 20th, 2020 by Steve Bokor, CFA.

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Your Money - November 13th 2020

Posted by Steve Bokor

 Your weekly look at the money markets for the week ending November 13th, 2020 by Steve Bokor, CFA.

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Your Money - November 6th 2020

Posted by Steve Bokor

 Your weekly look at the money markets for the week ending November 6th, 2020 by Steve Bokor, CFA.

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Your Money - Friday October 30th 2020

Posted by Steve Bokor

 Your weekly look at the money markets for the week ending October 30th, 2020 by Steve Bokor, CFA.

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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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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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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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