Certified Financial Planner • Category.

Hot for Real Estate Category: Certified Financial Planner

The_Alpha_AdvisorJoin 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? Category: Certified Financial Planner

The_Alpha_AdvisorJoin 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? Category: Certified Financial Planner

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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Financial Planner vs. Accountant: Which One Do You Need? Category: Certified Financial Planner

Financial Planner VS AccountantWe can probably all agree that financial planning is pretty darn important. Whether you’re spending within the confines of a monthly budget or saving for a new home — there’s a good chance you’re already doing it without even knowing. Alas, there may come a time when you need a helping hand to navigate challenging financial hurdles like investments and taxes.

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