TK Dale Wealth Podcast

Luxury Home Downsizing

Luxury Home Downsizing

Have you considered changing HOW you live? The bigger house, the maintenance, the stress? Have you considered selling your luxury home and buying a luxury condo? With the proximity to the lifestyle you love and none of the maintenance it can be a beautiful move for...

Containment

Containment

2020-03-02 Normally I don’t like to talk about the news as I focus on reports and data however there is a lot of reports and data in the news last week. Coronavirus has been all consuming to the markets and the developments have been quick.  To me the difference is...

Interpretation of Recent Markets

Interpretation of Recent Markets

Coronavirus, Canadian delinquencies, CP rail disruptions, Canadian job numbers and the recently proposed changes to the mortgage stress test. This is on the economic backdrop of extremely high consumer debt, high corporate debt on the negative side and low housing...

Monthly December 2019

Monthly December 2019

December and January market info seemed to be more news driven than data driven.  Overall perspective is weakness in Canada and strength in the US. This can be seen in the comparative returns between the US S&P 500 (up 28.9% in 2019 not including dividends) versus...

Using Debt To Invest

Using Debt To Invest

Using debt to invest is often labelled as absolutely wrong for most people. I'll have you consider that likely your largest investment was done using large amounts of leverage. If you put $100,000 on a $700,000 house then you are 7 times leveraged. The reason that you...

When to Invest In RRSP’s

When to Invest In RRSP’s

When is the right time to start investing in RRSP's? NOW. Make sure that you start the process immediately. If you don't have time and you're looking to invest DO THIS ONE THING TODAY: Send an email to your current advisor or an advisor that you would like to work...

Where I’m Investing in 2020

Where I’m Investing in 2020

As the new year is around the corner, I thought it would be helpful to talk about where I'm investing in 2020 and how I'm positioning my clients' portfolios. I thought it would be helpful to give: Two examples of investments Economic rationale Examining individual...

Mortgage Renewals

Mortgage Renewals

Trevor, my mortgage is renewing, can you help me out?Sure, but most of the time I recommend that they renew with their current lender... only after going through the checklist and making sure that everything else is lined up.Here's 8 minutes on mortgage renewals and...

RRSP Season Is Coming

RRSP Season Is Coming

RRSP season is coming and YES, I'm earlier than everyone else. NOW is the time to start thinking about it. Actually all year long is. In this 15 minute podcast episode I talk about contingency planning and how it factors into your RRSP investments. I also leave you...

Disclaimer

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