TK Dale Wealth Podcast

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...

Monthly October 2019

Monthly October 2019

Halloween finished up and I can't help but wonder if Trump and China are both putting on masks to have better rhetoric but lack substance and follow through. With the election coming up I also wonder if Trump will look for a deal that lacks the follow through of his...

Return Expectations

Return Expectations

Let's start this conversation with as of October 17, 2019 that US and Canadian central bank interest rates are below 2%.  This is known as the risk free rate. Premiums are built on top of this. Liquidity, credit risk, volatility in revenue, tenure, experience, time,...

Death Does NOT Freeze You

Death Does NOT Freeze You

I had a friend of mine pass away last week. I sat next to him at work every day for 7 years.  I miss him very much and I'm saddened by the family he left behind and how they must feel. I always try to impart some positivity when I go to a funeral or viewing and I told...

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