by Mark Bunting | Oct 5, 2021 | Big Picture, Canada, Financial Planning, Interviews, Investing, Stocks, Videos
You’re 65. You’ve got a two million dollar portfolio. You don’t want to manage your investments anymore. But you can’t find an investment advisor that clicks with you. Most of all you don’t want to run into a Bernie Madoff type....
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...
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...
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 &...
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,...