In today’s episode Greg and Colin interview Marc Goldfried. Marc is the Chief Investment Officer and Head of Fixed Income at Canoe Financial. Marc gets technical on the fixed income market, what it is, how it trades, pitfall…
In today’s episode Blair Howell joins Colin as a subject matter expert on financial planning. Blair discusses with Colin the differences between RRSP accounts and TFSA accounts. Digging into tax benefits, survivorship benefi…
In today’s episode Greg and Colin talk about teaching an old dog new tricks. Digging into the importance of having an investment philosophy and sticking to it. Your philosophy is as important as your financial plan, both nee…
In today’s episode Greg and Colin discuss the one word that best characterizes the events of 2020. Reviewing what happened in the past year, what we learned from it, where we are at now and how we are using those learnings g…
In today’s episode Greg and Colin revisit past stock picks from lists of industry professionals. Discussing the merits of predictions versus the reality of outcomes. There is a distinct difference between models and reality.…
In today’s episode Greg and Colin interview Penny Phillips. Penny is the founder of Thrivos Consulting, a practice management firm based in New York City that spends its time working with advisors in Canada and the USA. Penn…
In today’s episode Greg and Colin talk about what to do now! Discussing the impact of market downturns on income requirements, avoiding torpedo stocks, and focusing on the long term goal. Usain Bolt would crush us both in a …
In today’s episode Greg and Colin discuss all things related to that four letter word, “Risk". The different forms of risk, the difference between risk appetite, risk tolerance, and risk capacity. Why do people go with their…
In today’s episode Greg and Colin revisit the Value factor of investing. Value has been out of favour for awhile and there have even been articles written about the death of value. So…is value dead? Listen in and find out, e…
In today’s episode Greg and Colin interview Don Rodgers. Don recently retired from the Alberta Securities Commission where he worked in enforcement. Don shares tips about how to spot an investment fraud, what to watch for, w…
In today’s episode Greg and Colin revisit market timing. Recent events around potential vaccines, the outcome of the recent US election and other headlines have investors looking for market timing ideas. SPOILER ALERT: Time …
In today’s episode Greg and Colin talk about the 60/40 portfolio. That being a balanced portfolio holding bonds and stocks, the history of this and the debate on whether this strategy is dead based on current interest rates …
In today’s episode Greg and Colin interview Ben Carlson. Ben is the co-host of the Animal Spirits podcast, an accomplished author in finance, and is the Director of Institutional Finance at Ritholtz Wealth Management. In the…
In todays episode Greg and Colin dig into ESG (Environmental, Social and Governance) investing. What is ESG, the history of ESG, and what strategies are effective when using ESG to build portfolios. Looking at the difference…
In today’s episode Greg and Colin interview Carl Richards. Carl is best known for his “Sketch Guy” weekly column in the New York Times. Carl is known for making complicated things simple to follow through easy paper napkin s…
In today’s episode Colin and Blair interview Jamie Golombek, Managing Director of Tax and Estate Planning for CIBC. Jamie is most often found on BNN, The National Post, CTV, and now with The CM Group on “Free Lunch.” In this…
In today’s episode Greg and Colin look at and discuss common phrases used in investing and finance. Digging into which phrases are meaningless, which ones are hazardous, and which phrases are wise. Enjoy the show!
In today’s episode Greg and Colin discuss Robo advisors and FinTech in the investment management world. Looking at the advancements in AI (artificial intelligence) and discussing the pro’s and con’s of using this service for…
In today’s episode Greg and Colin look at four major headlines circulating in the media. Discussing how potential stress and anxiety from these headlines may lure investors to make decisions that may not be in their best int…
In today’s episode Greg and Colin look at behavioural biases and how they shape our decision making. Discussing the work of Amos Tversky, Daniel Kahneman, and Richard Thaler. Helping listeners understand things like hind sig…
In today’s episode Greg and Colin look at the impact of presidential campaigns, historical returns based on if a Republican or Democrat was in office, and discuss other variables and events that impact stock market returns. …
In todays episode Blair Howell joins Colin Andrews to discuss the benefits of financial planning. Blair is a Certified Financial Planner (CFP) on The CM Group who will be exploring the different pitfalls of planning and the …
In today's episode Colin and Steve revisit the basic principles of asset allocation, diversification, and market timing. Looking at the difference of having good coaching and a good plan to avoid both the fear of missing out…
Investing for dividends is a common strategy by many investors. But have you ever wondered why? What is the difference between investing in a company that pays a dividend versus one that doesn’t? How are dividends like calci…
