Investing • Category.

Why is the DOW Lagging the S&P 500 & NASDAQ? Category: Investing

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 Category: Investing

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 Category: Investing

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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Coronavirus and Market Uncertainty Category: Investing

CoronavirusOver the last week, the financial markets have taken a significant downturn over the fears surrounding the Coronavirus. The S&P 500 had its worst weekly drop since the financial crisis in 2008, after setting all-time highs the previous week.1

Of course, investors are nervous about their money. If you are concerned with your portfolio, you’re not alone, however during times of market volatility, it’s important to stay objective and not emotional - and yes that is hard to do.

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