My Appearance at AdvisorConnect

September 02, 2020 |Sam Rook
I had the privilege to appear as a panelist at Wealth Professional’s AdvisorConnect Virtual Conference recently and it was a blast. I was joined by my friends Justin Castelli of RLS Wealth in Indianapolis and Mike Phillbrick of ReSolve Asset Management...
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The True Value of Bonds

August 25, 2020 |Sam Rook

Byte Sized Episode 11

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The Speed of Tech

August 13, 2020 |Sam Rook

A picture worth a million words

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Upcoming Panel Appearance

July 16, 2020 |Sam Rook
I am excited to announce I am appearing as a panelist at Wealth Professional Canada’s AdvisorConnect Technology- Redefining the Future of Advice Virtual Conference on July 28th. With a focus on how technology is changing the financial advice industry...
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Byte Sized Videos Are Back!

July 13, 2020 |Sam Rook

Byte Sized Episode 10

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Other Voices - June 2020

June 25, 2020 |Sam Rook

Who I'm reading this month

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Outlandish Ideas

June 22, 2020 |Sam Rook

Do NOT do this

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Nothing Hurts Like Unemployment

May 15, 2020 |Sam Rook

Details from Canada’s Labour Force Survey

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Random Post-Covid Thoughts

May 07, 2020 |Sam Rook
What does our recovery look like? Many of us are nearing the end of 2 months in lockdown. I am thankful to still have a job that pays but I am mindful that many more have been furloughed or laid off completely. To give you an idea of the economic impact...
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Expectations

April 30, 2020 |Sam Rook

Preparedness in a post-Covid world

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Sam Rook

Senior Portfolio Manager

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