Diary of a Portfolio Manager (Investing Through Inflation)

 February 26, 2021 |Todd Kennedy

After years of low prevailing levels of inflation, investors are now starting to consider the impact that potentially higher inflation may have on their portfolios.

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Trying to avoid the next downturn

 May 27, 2019 |Todd Kennedy

Market timing, or getting out before things get bad and getting back in before things improve, is impossible. Investors know this yet still attempt it.

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Are you missing the forest for the trees?

 April 05, 2019 |Corrie Cassalman

The market has been in a bull market for more than 10 years now but these short term concerns are serving to keep the overall sentiment of investors in a skeptical mood at best.

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RRSP Deadline is March 1, 2019

 February 27, 2019 |Corrie Cassalman

The big thing to consider is how your plan to withdraw the funds in retirement and your other sources of retirement income.

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Welcome 2019!

 January 10, 2019 |Corrie Cassalman

One might want to run for the hills during this turbulent time but staying the course is the only way to get through this and come out on top. One sure fire way to keep building wealth is to continue your savings plan.

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U.S. Earnings Missteps

 November 06, 2018 |Todd Kennedy

The single biggest factor that has changed int he past couple weeks is that some cracks have been exposed in the corporate earnings outlook. But at this point, we see them as relatively small ones, not gaping holes.

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Market Update

 October 31, 2018 |Todd Kennedy

The recent market action is very normal. We expect to see a 10% correction every 11 months

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Are you on track?

 July 05, 2018 |Corrie Cassalman
You have gone through all the work of pulling together your financial information and thought about your goals and objectives and have reviewed your plan. Great! Now what? How do you know if you are following your plan 6 months down the road? For our...
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Live every week like it's shark week?

 March 28, 2018 |Todd Kennedy

"So, here's some advice I wish I woulda got when I was your age: Live every week like it's Shark Week." Tracy Jordan, 30 Rock

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Diary of a Portfolio Manager

 October 16, 2017 |Todd Kennedy
DIARY OF A PORTFOLIO MANAGER End of Q3 2017 Many global asset markets continued to deliver positive results during the third quarter of 2017, supported by a backdrop of synchronized global growth, solid corporate earnings and historically low interest...
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