Think Smart with TMFG

Think Smart with TMFG

By The McClelland Financial Group of CI Assante Wealth Management Ltd.BusinessNewsInvestingBusiness News
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Think Smart with TMFG episodes

  • Episode 192: Rising Interest Rates Might Not Be All Bad?

    We just keep getting slammed by interest rates from all sides. This is especially problematic for those who are still coping with debts or mortgages. But on the other hand, there are actually some benefits. Listen today to find out why the rising interest rates might be unfathomably positive.

    19 min
  • Episode 191: The Disengaged Spouse

    Evidence shows that women outpace men in lifespan by a minimum of five years. Yet we often see that only one partner does all the financial heavy lifting while the other remains disengaged and uninformed. Ensuring that both partners are engaged in understanding their finances is crucial to the future of the surviving spouse. Not only does it provide the arena for developing a shared vision of your plan it allows you to highlight any unforeseen discrepancies. If you consider yourself or your spouse disengaged, it's not too late. Listen today to Senior Financial Advisors Rob McClelland and Mike Connon to discover your next steps.

    11 min
  • Episode 190: Liquid vs. Illiquid Assets

    Let’s talk liquidity. How liquid is your portfolio? How does fixed income affect your buying power? What will fit your needs best? Will it be GICs, bonds, cash or stocks, and mutual funds? Listen today to Senior Financial Advisors Rob McClelland and Mike Connon as they discuss how these financial products work individually and in combination to create an ideal investment strategy.

    20 min
  • Episode 188: Rising Interest Rates and the Effect on Homeowners

    Interest rates continue to plague the economy with no relief in sight. How are they affecting today's homeowners and how might they affect the future of Canadian home ownership? 

    Join Senior Financial Advisors Rob McClelland and Mike Connon as they discuss the current state of interest rates and where they may be headed.

     

    18 min
  • Episode 187: Why You Should Involve Your Financial Advisor in Your Decisions

    Your Financial Advisor is there to help you with the many decisions that impact your finances throughout your lifetime. Leaving them out of the loop on some of your most important choices is only doing you a disservice. Whether you've upsized your cottage or donated your liquid assets to fund your children's first home purchase, keeping your Advisor apprised is an integral part of your whole-life equation.

    13 min
  • Episode 186: Conflicts of Interest That Impact Your Investments

    Conflicts of interest exist everywhere in the marketplace. They may be hidden in places you would never suspect.  Join Senior Financial Advisors Rob McClelland and Mike Connon as they discuss  George Athanassakos's article on conflicts of interest in the investing world. How they affect portfolio managers, analysts, rating agencies, and even the financial media.

    19 min
  • Episode 184: You Are in Charge of Everything Whether You Want to be or Not

    What has the advent of technology done to erode client relations and expectations? The widespread adoption of technologies and applications has undoubtedly had its advantages, but it, too, has had its limitations. While some companies are still able to provide excellent service, others are wildly failing. Some of this failure comes from the weight of knowledge required to engage with this technology being thrust on the end user. Not only do you now need to know what you've spent your whole life excelling at. You also need to become an expert in other industries just to ensure you get what you need. 

    14 min
  • Episode 183: The History of Market Crashes in the U.S. and the Globe

    Financial Advisors Rob McClelland and Mike Connon discuss the global history of stock market crashes and review "A History of the United States in Five Crashes: Stock Market Meltdowns That Defined a Nation" by Scott Nations. What do all these crashes have in common, and how can leverage be detrimental to an economy? Find out this and more. 

    19 min

About Think Smart with TMFG

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Take control of your financial future with expert insights, tips, and guidance from Senior Financial Advisor Mike Connon, Senior Financial Advisor Carlo Cansino, and Financial Advisor John…