What are smart investors doing right now?According to Greg and Colin on this week of the Free Lunch Podcast they are: staying diversified, staying disciplined, and staying calm.They unpack how to think about:💰 Bonds & cash in your portfolio.🏠 Mortgage renewals & rate holds.🧾 End-of-year tax moves.😴 Retirement “sleep-at-night” planning.

What are smart investors doing right now? According to Greg and Colin on this week of the Free Lunch Podcast they are: staying diversified, staying disciplined, and staying calm. They unpack how to think about: 💰 Bonds & cash in your portfolio. 🏠 Mortgage renewals & rate holds. 🧾 End-of-year tax moves. 😴 Retirement “sleep-at-night” planning.

What are&nbsp;smart investors&nbsp;doing right now?According to Greg and Colin on this week of the Free Lunch Podcast they are: staying diversified, staying disciplined, and staying calm.They unpack how to think about:💰 Bonds &amp; cash in your portfolio.🏠 Mortgage renewals &amp; rate holds.🧾 End-of-year tax moves.😴 Retirement “sleep-at-night” planning.

A Potpourri for “Smart” Investors

Join us on the Free Lunch as we discuss educational content on investing, savings strategies, financial planning, and all of things that are important that require planning, money and time. 

The Free Lunch Podcast is hosted by Canvas Wealth, a wealth management team that has been working with investors since 1985. At the core of our investment philosophy, you will find these principles:
-Markets Are Efficient and Work over Time
-Successful Investing Results from a Long-Term Disciplined Approach
-Fear and Greed Degrade Portfolio Returns
-Costs Make a Difference
-Portfolio Diversification Reduces Risk

To learn more about Canvas Wealth, visit our website https://www.canvaswealth.ca/ and listen to our podcast every Wednesday.

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Education

Investing

Management

Join us on the Free Lunch as we discuss educational content on investing, savings strategies, financial planning, and all of things that are important that require planning, money and time. The Free Lunch Podcast is hosted by Canvas Wealth, a wealth management team that has been working with investors since 1985. At the core of our investment philosophy, you will find these principles: -Markets Are Efficient and Work over Time -Successful Investing Results from a Long-Term Disciplined Approach -Fear and Greed Degrade Portfolio Returns -Costs Make a Difference -Portfolio Diversification Reduces Risk To learn more about Canvas Wealth, visit our website https://www.canvaswealth.ca/ and listen to our podcast every Wednesday.

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A Potpourri for “Smart” Investors

A Potpourri for “Smart” Investors

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