Diary of a Portfolio Manager

Expert insights on wealth management, retirement planning, and building a secure financial future. With practical advice and thoughtful strategies, these articles are designed to simplify complex topics and help you make confident, informed decisions.

Diary of a Portfolio Manager

 December 15, 2023 |Todd Kennedy
DIARY OF A PORTFOLIO MANAGER “Someday, love will find you Break those chains that bind you One night will remind you How we touched and went our separate ways” Separate Ways (Worlds Apart) - Journey It is hard to believe, but 2023 is coming to an end...
Read more

Diary of a Portfolio Manager

 December 01, 2023 |Todd Kennedy
DIARY OF A PORTFOLIO MANAGER “Someday, love will find you Break those chains that bind you One night will remind you How we touched and went our separate ways” Separate Ways (Worlds Apart) - Journey December is finally upon us. So far so good. Worlds...
Read more

Diary of a Portfolio Manager

 November 24, 2023 |Todd Kennedy
DIARY OF A PORTFOLIO MANAGER It’s still November and that means that Make a Will month is still in full swing. I could be wrong – but I feel most people feel that being someone’s executor is reasonably straightforward. Couple visits to a bank, an accountant...
Read more

Diary of a Portfolio Manager

 November 17, 2023 |Todd Kennedy
DIARY OF A PORTFOLIO MANAGER “She said, "You're going to miss me Wait and you'll see" Fully and completely” The Tragically Hip, Fully Completely I am going to see a Tragically Hip cover band next week so figured that the above lyrics would set the tone...
Read more

Diary of a Portfolio Manager

 November 10, 2023 |Todd Kennedy
DIARY OF A PORTFOLIO MANAGER 1) Cybersecurity and fraud 2) Financial literacy month – how are you celebrating? You probably don’t have this in your calendar but November is make a Will month. I read that it is also financial literacy month. Who comes...
Read more

Diary of a Portfolio Manager

 November 03, 2023 |Todd Kennedy
DIARY OF A PORTFOLIO MANAGER “I can hear machinery Blinding me with science, science Science” Thomas Dolby, She Blinded Me With Science It’s been an interesting two years. The bad news is that the TSX and S&P 500 are both negative going back the past...
Read more

Diary of a Portfolio Manager

 September 25, 2023 |Todd Kennedy
DIARY OF A PORTFOLIO MANAGER “Sometimes I just can't take it Sometimes I just can't take it and it isn't alright I'm not going to make it And I think my shoe's untied (oh oh)” Coldplay, Higher Power My youngest daughter is a huge Coldplay fan. Actually...
Read more

Diary of a Portfolio Manager

 September 12, 2023 |Todd Kennedy
DIARY OF A PORTFOLIO MANAGER “Should I stay or should I go now? If I go there will be trouble And if I stay it will be double So come on and let me know” The Clash 1982 Status quo…almost The song lyrics above are asking a question that investors often...
Read more

Diary of a Portfolio Manager

 September 08, 2023 |Todd Kennedy
DIARY OF A PORTFOLIO MANAGER Unlike the weather outside this past week, we are seeing signs of a cooling Canadian economy and this led the Bank of Canada to hold interest rates steady this week, as anticipated. Canada's GDP for the second quarter fell...
Read more

Diary of a Portfolio Manager

 September 05, 2023 |Todd Kennedy
DIARY OF A PORTFOLIO MANAGER Just a heads up with some good news and some bad news. The bad news first. Ryan King is moving to Kingston. His better half is attending medical school at Queens University, and he will be there with her during that journey...
Read more
Previous
Next