Blog

Microsoft Killing it in the Cloud Tag: Investments

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: Investments

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: Investments

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 Tag: Investments

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? Tag: Investments

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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How Financial Advisors Can Help You Avoid Risk Tag: Investments

Posted by Ocean Wealth

There’s always a risk associated with any reward. That’s as true for a 5-year-old playing a video game as it is for a Fortune 500 business owner.

The goal in life is to assess whether that risk, no matter how big or small, is worth the reward.

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How to Make the Most of Your RESPs Tag: Investments

Posted by Ocean Wealth

In the span of a decade, from 2006 to 2016 alone, the average Canadian university tuition rate rose 40%. That number has shown no signs of slowing down anytime soon, either. For the 2017-2018 academic year, average tuition costs in Canada hit $6,571 — a 3.1% increase from the year prior...

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Should I Stay or Should I Go Now: Staycationing Tag: Investments

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 Tag: Investments

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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How to Make your Finances Recession-Proof Tag: Investments

Posted by Ocean Wealth

By 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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LIF 101: An Introduction to Life Income Funds Tag: Investments

Posted by Ocean Wealth

Financial planning and retirement planning are like peanut butter and jelly — you can’t really have one without the other.

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Coronavirus and Market Uncertainty Tag: Investments

Posted by Ocean Wealth

Over 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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