In this episode Trevor Dale, CFA will discuss:<ul><li>Market Overview</li><li>Podcasts over the last month</li><li>Mortgage rates</li><li>Annuities</li><li>Wealth Tip</li></ul>What caused the ups and downs? Here’s our overview of the last 30 days of economic data.Market Overview:<ul><li>US S&P 500 up 6.9% in June (down 6.6% in May)</li><li>Canadian TSX up 2.15% in June (down 3.3% in May)</li></ul>

In this episode Trevor Dale, CFA will discuss:Market OverviewPodcasts over the last monthMortgage ratesAnnuitiesWealth TipWhat caused the ups and downs? Here’s our overview of the last 30 days of economic data. Market Overview:US S&P 500 up 6.9% in June (down 6.6% in May)Canadian TSX up 2.15% in June (down 3.3% in May)

In this episode Trevor Dale, CFA will discuss:<ul><li>Market Overview</li><li>Podcasts over the last month</li><li>Mortgage rates</li><li>Annuities</li><li>Wealth Tip</li></ul>What caused the ups and downs? Here’s our overview of the last 30 days of economic data.Market Overview:<ul><li>US S&amp;P 500 up 6.9% in June (down 6.6% in May)</li><li>Canadian TSX up 2.15% in June (down 3.3% in May)</li></ul>

The Monthly

Trevor Dale, CFA, founder of TK Dale Wealth brings you The TK Dale Wealth Podcast where he discusses all things money and wealth such as real estate, investing, insurance, debt, estate planning and financial planning. Get up close interviews with and special insights into the world of money and wealth. Trevor has a unique perspective because he runs a portfolio management company, life insurance agency and mortgage brokerage. Very rarely is this level of expertise brought across all three areas at the same time.Portfolio Manager, TK Dale Wealth Management Inc.Life Insurance Agent, TK Dale Wealth Insurance Inc.Mortgage Broker, TK Dale Wealth Mortgages Inc. Lic. #13359

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The Monthly

The Monthly