TK Dale Wealth Podcast

December 2020 Market Update

Overall my take is that there is a lot of demand waiting to be unleashed through the form of savings and lower debt utilization. This is the tale of two worlds where service and other areas affected by forced shut-downs are suffering horribly while there are other...

Year-End Planning

As we are all eager to move into 2021 with new possibilities and moments to be had, this is the perfect time to set your sights on the life you want to be living by the time 2022 rolls around.  We’ve all experienced the New Year's Resolutions craze, where we set...

November 2020 Market Update

November was an exceptionally strong month in the stock markets. Today I talk to you about: Portfolio Positioning Economic Developments Are You Wealthy? {{CODEpodcastS2E3}}November was a phenomenal month and possibly our best month ever. As the year enters the last...

October 2020 Market Update

Today I talk about some interesting developments in the mortgage market, economic truths across the world of course, the U.S. election. {{CODEpodcastS2E2}} Cheap Interest & Your Home U.S. 30 year mortgage rates are incredibly low, around 3.01%. Yes, for the next...

Covid-19 Where I’m Investing Now

In the previous episode I talked about what the first thing I would do right now. That's separating my stock and bond exposure. The next thing I want to focus on is the assets themselves. The stocks and bonds. In this episode I give out some of the ETF's that I'm...

Covid-19 Happened What Now?

Covid-19 aka Coronavirus has come and left a major impact on the world. The human and economic impact has been substantial. In this podcast and video I'm going to discuss what is the first thing I would do with my portfolio and how to make changes. In the next episode...

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

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

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

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...