The Advantaged Investor

By Raymond James Ltd./TMDSBusiness Investing

The Advantaged Investor episodes

September 18, 2024Helping Mom and Dad Transition to Assisted Living or Retirement Facilities
Senior Portfolio Manager Neela White joins the podcast and host Chris Cooksey to discuss how we can ease the transition of moving mom and dad into retirement or assisted living facilities, including:
What sort of preplanning should be done?

How do you transition into assisted living?

What do you do with their new space? How do you make it feel like home?
Follow the podcast on LinkedIn: The Advantaged Investor
Please subscribe, rate and review. Reach out at [email protected].
18 min
September 06, 2024Financial Planning
Senior Portfolio Manager Neela White returns to the podcast and joins host Chris Cooksey to discuss financial planning tips for women. A lot of financial planning applies to everyone, which we discuss, but there are important general considerations for women that should be acknowledged, including:
Why should financial planning be different for women?

What are the unique challenges for women?

When should saving/planning start?
Follow the podcast on LinkedIn: The Advantaged Investor
Please subscribe, rate and review. Reach out at [email protected].
15 min
August 20, 2024Fixed Income – First Half Review and a Look Ahead (Episode 101)
Head Fixed Income Trader Harvey Libby joins host Chris Cooksey for his regular update visit to review 2024 so far and where we may be heading, including:
Review of the year so far

Rates/Inflation

Opportunities
Follow the podcast on LinkedIn: The Advantaged Investor
Please subscribe, rate and review. Reach out at [email protected].
16 min
August 07, 2024Market Volatility and a Mid-Year Equity Market Update (Episode 100!)
Head of Investment Strategy Neil Linsdell joins host Chris Cooksey for his regular update visit to discuss the recent market volatility and give an overview of what has gone on so far in 2024, including:
Review of 2024 so far

Recent volatility

The Sahm rule

Interest rates

Magnificent 7 and AI

Tech stock trends
Follow the podcast on LinkedIn: The Advantaged Investor
Please subscribe, rate and review. Reach out at [email protected].
21 min
July 17, 2024Fixed Income Options for Portfolios
Charlotte Jakubowicz, VP Fixed Income and Currencies joins host Chris Cooksey to discuss the options available in the fixed income market from the traditional bonds and GICs to newer alternative options, including:
What are the options available?

Approaches to fixed income investing

Bank of Canada rate cuts and the effect on the fixed income market
Follow the podcast on LinkedIn: The Advantaged Investor
Please subscribe, rate and review. Reach out at [email protected].
17 min
July 08, 2024Summer Financial Planning Tips
Financial Planner Yannick Rivest joins the host Chris Cooksey to discuss for so summer financial planning tips, including:
In your opinion how does a financial planner help with investor success?
How important is it for your plan to evolve as you do and your situation changes?

Spring/summer cleaning – as we starting think about summer and holidays, what are some tips for people who will be distracted by summer fun?

What are some of the common ‘mistakes’ you see when talking planning with clients/investors?

At Raymond James we are excited to be able to offer our Total Wealth Solutions – what does TWS mean?
Follow the podcast on LinkedIn: The Advantaged Investor

Please subscribe, rate and review. Reach out at [email protected].
15 min
June 24, 2024Javed Mirza – Talking Quantitative/Technical Analysis
Javed Mirza, Quantitative/Technical Strategist joins host Chris Cooksey to discuss quantitative and technical analysis, including:
Overview of technical analysis

Overview of quantitative analysis

You are a Chartered Market Technician® - what does mean?

How does you use technical and quantitative analysis to inform your views on what is going on in markets?

What are you current views?
Follow the podcast on LinkedIn: The Advantaged Investor

Please subscribe, rate and review. Reach out at [email protected].
22 min
May 29, 2024Teaching Kids about Money
Robin Taub, CPA &CA, keynote speaker and bestselling author joins host Chris Cooksey to discuss teaching kids about money, including:
Importance of financial literacy

Lack of financial planning education for kids/youth

How to start helping your kids/grandchildren

Important things teenagers/young adults can do
Follow the podcast on LinkedIn: The Advantaged Investor
Please subscribe, rate and review. Reach out at [email protected].
28 min
May 09, 2024Equity Market Update
Head of Investment Strategy Neil Linsdell joins host Chris Cooksey to discuss what’s going on in equity markets, including:
Q2 quarterly update highlights

Interest rate cuts

Differences between US and Canada

Recession?

Issues in the housing market
Follow the podcast on LinkedIn: The Advantaged Investor
Please subscribe, rate and review. Reach out at [email protected].
20 min
April 30, 2024Fixed Income Update
Head Fixed Income Trader Harvey Libby joins host Chris Cooksey to discuss what’s going on in fixed income markets, including:
Recent federal budget and the new capital gains taxes

Recap of where we are/where we have been

Rates and inflation

Opportunities

The importance of after-tax yields.

Follow the podcast on LinkedIn:
The Advantaged Investor

Please subscribe, rate and review. Reach out at [email protected].
16 min

About The Advantaged Investor

From the publisher's feed

Learn how to plan, invest and live smarter, with the Raymond James The Advantaged Investor podcast. Featuring insights from leading professionals, The Advantaged Investor provides valuable perspective…