Blog

Microsoft Killing it in the Cloud Tag: Chartered Financial Analyst

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 Tag: Chartered Financial Analyst

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? Tag: Chartered Financial Analyst

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? Tag: Chartered Financial Analyst

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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Financial Planner vs. Accountant: Which One Do You Need? Tag: Chartered Financial Analyst

Posted by Ocean Wealth

We 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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Understanding What Business Expenses You Can Deduct Tag: Chartered Financial Analyst

Posted by Ocean Wealth

Have you ever gone to a business lunch with someone and noticed that they’re insistent on getting a receipt? You might think it’s a little odd at first. Who cares about holding onto the receipt for a $25 lunch, right? Well as it turns out, there’s probably a very good reason that the person you talked business with over lunch is hanging on to that little piece of paper.

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