Blog

Microsoft Killing it in the Cloud Tag: Portfolio Manager

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: Portfolio Manager

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: Portfolio Manager

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: Portfolio Manager

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: Portfolio Manager

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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Financial Planner vs. Accountant: Which One Do You Need? Tag: Portfolio Manager

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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3 Signs of a Successful Financial Plan Tag: Portfolio Manager

Posted by Ocean Wealth

When you put a financial plan in place — you hope for the best. You want to have money to do certain things in life. Whether that means splurging on a European vacation or saving for your child’s college fund, careful financial planning helps achieve these things. But how do we really know if our efforts are paying off?

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3 Ways to Protect Your Investments Tag: Portfolio Manager

Posted by Ocean Wealth

Everyone wants to have a happy and healthy portfolio. Nobody makes investments with the end goal of merely getting by. They want to preserve capital and, ideally, make some money from investments they’ve made over the years.

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How Small Business Owners Can Start Saving for Retirement Tag: Portfolio Manager

Posted by Ocean Wealth

As a small business owner, you’re used to doing everything on your own. Self-employment comes with a set of unique responsibilities that differ from regular employees. You’re always on-the-go and dealing with day-to-day tasks involved in running your business. With so many things on your plate, it’s easy to forget the future and live in the now instead.

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