The Magnificent 7 companies are creating one of the most concentrated markets in history. Is this 1999 all over again or are there share prices justified?

Should you be worried about buying at all-time highs? Dividend stocks are a bargain - poised for a rebound? Canada - getting harder to justify investing here...

Listen in to hear these answers! Be sure to visit our website and reach out with any questions you have.

www.rwhite.ca

Listen in as Rod goes through a quick 40,000ft approach to how we see the markets today and going forward.

This episode highlights a recap of 2023 including the magnificent 7 carrying the market, fighting inflation, and the war in Ukraine. Looking forward to 2024 we expect a more boring market and broader participation across the other 493 stocks in the S&P 500.

This is in addition to our newsletter published January 1st:

https://rwhite.ca/a-recap-of-2023-and-a-look-forward/

In this episode Rod discusses the changing retirement environment away from the line in the sand age of 65 and how flexible work arrangements are making an impact on individuals. An overview of recent earnings results and the broadening of the equity market. Forecasts for 2024 are starting to roll in and its amazing to see the massive disparity of where people think markets are heading. Listen in now to hear our thoughts!

In this episode, we break down the recent market shift triggered by Powell's November 1 comments, examining the contrasting tones in the financial landscape. Explore the positive outlook on fundamentals and cautious notes on slowing earnings growth and adapting to higher rates. Gain insights on navigating this dynamic environment, focusing on income's role in total returns, the effectiveness of asset allocation, and the likelihood of tactical shifts. Join us for a concise analysis and practical guidance for investors in this dynamic market.

In this episode, Rod gives an overview of our thoughts on the equity market, the bond market, the real estate market, and the quick changes we are witnessing, as well as interest rates. Find out why we believe the traditional, balanced portfolio should provide reasonably good outcomes over the medium term. Take a few minutes out of your day to gain valuable insights into the current market conditions!

It'll take less than 20 minutes of your time - check it out!

Listen in for an overview of the newly introduced First Home Savings Account (FHSA) and how it can benefit you if you are saving for a home or wish to help your kids or grandkids save for their first home. The team will be hosting a webinar later in September with a more detailed approach to the benefits of this account type.

Rod discusses his recently completed book, "The Most Important Thing" by Howard Marks, and shares crucial anecdotes he learned. Additionally, we present updated data from a friend at Capital Group, revealing that over the past 20 years, the US doesn't rank in the top three for equity market returns. Tune in to discover the leading performers and to learn more!

We examine a few ways to 'get rich in the markets' in this episode and assign the degree of difficulty, likelihood of success, and time required for each of the strategies.