Posts for 2020 • Archives

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

The_Alpha_AdvisorJoin 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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How to Make your Finances Recession-Proof

How_To_Make_Your_Finances_Recession_ProofBy 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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COVID-19 Toolkit

COVID19_ToolkitOcean Wealth has partnered up with the Pretty Money Club to offer a free resource for anyone looking for information on the benefits that have been announced to assist those struggling due to the impact of COVID-19.

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