Wondering how you can simplify your investment strategy without sacrificing returns? How does a straightforward approach to investing lead to financial security? Discover the answers in this episode as we discuss the principles of index investing and the power of keeping it simple. Keith Matthews is joined by Nicolas Bérubé, an award-winning financial journalist and author (of From Zero to Millionaire), to explore the benefits of a stress-free investment strategy. Nicolas shares his journey from being a curious reporter during the financial crisis to becoming a proponent of index inv ..read more

Have you ever wondered what happens to your tax obligations when you leave Canada to become a non-resident? What about the complexities of owning property in Canada while living abroad? Are you aware of the intricate tax implications involved in these scenarios? In today’s episode, Marcelo Taboada speaks with Julie Cote from Chaise Bleu. With her extensive experience in taxation and specializing in non-resident Canadians owning property in Canada, Julie sheds light on the often misunderstood and overlooked aspects of taxation for non-residents. This episode is a deep dive into non-residency st ..read more

How did the key financial events of 2023 shape the investment landscape? What lessons can investors take from these developments as we move into 2024? Join us in this episode as we delve into these questions and more. Keith Matthews and Lawrence Greenberg offer a comprehensive analysis of 2023, highlighting the performance of different asset classes, the role of major tech firms, and the impact of inflation and central bank policies. They discuss strategies for navigating the markets and how to avoid common investment mistakes, providing valuable insights for investors Thanks for joining us on ..read more

Are we learning from history or repeating the same patterns in different contexts? How does understanding human behavior enhance our investment strategies? Can the past unlock secrets for future financial success? In this episode, hosts Marcelo Taboada and Jackson Matthews engage in an insightful book review of Morgan Housel's latest work, 'Same as Ever.' This episode not only delves into the book's key themes but also connects these ideas to practical investment strategies and financial planning. Morgan Housel, in 'Same as Ever,' explores the repetitive nature of human behavior through variou ..read more

Curious about what a "soft landing" in the economy means? Is the United States on the brink of achieving one amidst current economic challenges? Interested in how such a scenario could affect your investment portfolio? In today’s episode, we dissect the elusive concept of a "soft landing" economically, analyzing the potential for such an outcome in the current U.S. economy. Keith and Marcelo guide you through the implications for investors, discussing historical examples and recent market dynamics. They will share strategies to manage your investments in these uncertain times, emphasizing the ..read more

In this episode, we dissect the intricate world of dividend investing, breaking down common assumptions and exploring its role within a well-rounded investment strategy. We'll delve into the impact of dividend reinvestment on total returns, the tax advantages of controlling distributions, and the importance of not relying solely on dividend paying stocks for diversification. Our discussion will shed light on the psychological allure of dividends during market volatility and why a broader perspective that includes capital appreciation is crucial for wealth growth. Join Lawrence and Keith as the ..read more

In today's episode, we highlight the benefits of global diversification for Canadian investors. We highlight actionable strategies for Canadians looking to invest outside their home turf, making the once-challenging access to US and international markets more straightforward and affordable. We start by reviewing the groundbreaking work by Henry Markowitz on modern portfolio theory, illuminating how diversification can help you gain better returns with less volatility. We discuss the Canadian investor tendency towards home bias in investments and discuss the merits of looking beyond national bo ..read more

Behavioural Biases and Investment Decisions Have you ever found yourself blindly following the crowd, even when deep down you knew it wasn’t the right decision? Have you ever wondered if the way your brain thinks is tricking you and influencing your investment choices, sometimes leading you astray? In this episode, we delve into the fascinating world of behavioral biases and their profound impact on investment decisions. Join us on a thought-provoking journey as we explore the hidden survival instincts that drive our actions, often without us even realizing it. Discover why humans may not be n ..read more

Improves decision making for all investors. Have you ever wondered whether your financial decisions align with your future goals? Do our emotions play a pivotal role in shaping our financial choices, and influencing our long-term outcomes? Join your hosts Marcelo Taboada, Lawrence Greenberg, and Jackson Matthews as they discuss takeaways from Morgan Housel’s book, Psychology of Money. It’s an incredible personal finance book filled with great concepts and stories that can help improve decision making for all investors. Thank you for tuning in! Key Topics: "Psychology of Money" by Morgan House ..read more

Lifestyle creep—a subtle increase in expenses as income grows—can have a substantial impact on your financial future. It is a subtle yet powerful force that can silently erode your retirement plans. Ignoring this phenomenon can have serious consequences, potentially downgrading your anticipated lifestyle and derailing your wealth-building goals. Recognizing the importance of aligning yourself with the right financial influences can be a game-changer in successful retirement planning. Join Keith and Marcelo as they dive deep into effective strategies that will help you circumvent the lifestyle ..read more