Videos

This month Charles answers questions like:

• Have you heard of the "sell in May and go away" investment strategy?
• I have over $ 250,000 in unrealized capital gains. Given the latest federal budget, what should I do?
• I own a stock which has dropped considerably. Should I average down?

This month Charles answers questions like:

• Charles, I am a 45-year-old entrepreneur, I have just finished paying my mortgage and need some help with my investments. How do we get started?
• Given the high probability of a recession, should I put my investment plan on hold?
• The stock markets are so volatile. Will this continue?

This month Charles answers questions like:

• Why has inflation risen so much in the last few years?
• When do you think the Federal Reserve will begin to lower rates?
• Can the economy do well if the interest rates stay at current levels?

This month Charles answers questions like:

1. How can the stock market do well with the world in geopolitical chaos?
2. What is the outlook for 2024, and how are your portfolios aligned for the likely challenges?
3. Are the Canadian and U.S. stock markets expensive ?

2023 review and 2024 forecast.

This month Charles answers questions like:

1. Do you think we will avoid a recession?
2. How do you prepare for a recession ?
3. When do you think interest rates will begin to decline?

This month Charles answers questions like:

1. With U.S. consumers facing increased debt obligations, will the U.S. credit bubble burst?
2. Is it possible that the Canadian economy falls into a recession while the U.S. avoids one?
3. How should I invest my fixed income?

This month Charles answers questions like:

1. The Fed has discussed the possibility of leaving rates higher for longer. How do you think this will affect the markets?
2. What do you look for when buying stocks?
3. How do you determine the right asset mix?

This month Charles answers questions like:

1. Is a portfolio comprised of only large Canadian banks a good portfolio?
2. I sold my portfolio and bought GIC's which are about to mature. What should I do?
3. The central banks have raised their overnight lending rate substantially. What do you see on the horizon?

This month Charles answers questions like:

1. What is the biggest surprise you have seen so far this year?
2. Canadian consumers are very indebted. Do you see a severe recession in Canada?
3. What is the best performing stock in your portfolios this year?