Why a 60/40 ETF is the “Stupidest & Worst” You Could Buy Right Now

by Mark Bunting | Oct 4, 2021 | Big Picture, Canada, Financial Planning, Interviews, Investing, Stocks, United States, Videos

  Som Seif doesn’t hold back in this answer to a viewer question about bonds from our recent Money Show. The founder & CEO of Purpose Investments gives some fascinating historical perspective about bond returns and explains why investors should steer...

How to Zig When the Market Zags to Get Downside Protection

by Mark Bunting | Oct 1, 2021 | Big Picture, Canada, Financial Planning, Interviews, Investing, Stocks, Videos

  Setting your portfolio up with built-in defensive characteristics uncorrelated to the stock market is crucial to manage risk and protect your downside. But how? Som Seif and John O’Connell have some strategies and ideas about how investors can get...

How to Mix Stocks with Tactical ETFs & Why Bonds Are An “Awful” Investment

by Mark Bunting | Sep 30, 2021 | Big Picture, Canada, Financial Planning, Interviews, Investing, Stocks, Videos

  Passive vs. active? Stocks? ETFs? Both? Learn how to design a strategic and tactical investment portfolio in the latest instalment of our Investment Series with Som Seif and John O’Connell. Related videos: Part One: How “Relentless” Inflows &...

How to Build a Portfolio

by Mark Bunting | Sep 29, 2021 | Big Picture, Canada, Financial Planning, Interviews, Investing, Stocks, Videos

  In Part Three of our Investment Series, two entrepreneurs, CEOs, and experienced investors, Som Seif and John O’Connell, team up to build a hypothetical portfolio from scratch. They discuss: risk, compounding, fees, strategy, diversification, dividends,...

Investing or Gambling? What to Know About Risk, Robinhood & Gamification.

by Mark Bunting | Sep 28, 2021 | Big Picture, Canada, Disruption, Financial Planning, Interviews, Investing, Stocks, Videos

  There are more young people engaged in the stock market than there have been in years. But are they investing or gambling on the latest hot meme stock? In Part Two of our Investment Series, Som Seif and John O’Connell discuss risk, learning hard lessons,...

Are “Relentless” Inflows & Speculation Distorting Prices?

by Mark Bunting | Sep 24, 2021 | Big Picture, Canada, Financial Planning, Interviews, Investing, Stocks, Videos

  This is Part One of a Multi-Part Investment Series featuring Som Seif, Founder & CEO, Purpose Investments, and John O’Connell, Chairman & CEO, Davis Rea Investment Counsel. These investment veterans discussed a number of hot button topics during...