13 episodes

Show hosts Tarek Williams and Mark Maxwell use their knowledge and years of experience in portfolio management to discuss and dissect various trends and topics in the world of finance and economics.

Episodes will be released monthly, subscribe to make sure you don't miss out!

Tower Talk: Navigating Markets Tarek Williams

    • Business
    • 5.0 • 1 Rating

Show hosts Tarek Williams and Mark Maxwell use their knowledge and years of experience in portfolio management to discuss and dissect various trends and topics in the world of finance and economics.

Episodes will be released monthly, subscribe to make sure you don't miss out!

    Value or Momentum: Which Investing Strategy Is Right for You?

    Value or Momentum: Which Investing Strategy Is Right for You?

    In this episode, we explore the nuances of Value and Momentum investing strategies.

    Value investing targets undervalued companies with strong fundamentals, while Momentum investing rides the wave of current market trends.

    Tarek and Mark share insights from Tower's own in-house Momentum strategy, emphasizing a disciplined, mathematical selection process. The conversation underscores the importance of a balanced investment approach to manage risk and capitalize on market opportunities. No single approach holds all the answers.

    Though a blending of both strategies can create a robust, resilient portfolio. It's about crafting a portfolio as unique as your financial goals.
    #InvestingInsights #MarketTrends #InvestmentDiscipline #RiskMitigation

    If you have questions, topic ideas or want to discuss your own investments please reach out, we'd love to hear from you.

    info@towerasset.ca

    [00:00:31] Introduction to the episode's focus on portfolio strategies, and the offer to assist listeners in applying concepts to their finances.

    [00:01:35] Explanation of value investing, focusing on companies with high intrinsic value that may be undervalued based on fundamental ratios.

    [00:02:23] Explanation of momentum investing, focusing on identifying stocks that will perform well in the next three months by hopping on horses that are already running.

    [00:03:51] Discussion about the recent shift in market trends from growth to more value-based companies and the impact on portfolio strategies.

    [00:05:05] Explanation of the need to have exposure to both value and momentum investing, and the recommendation to have a balanced approach.

    [00:08:12] Emphasis on the importance of sticking with a chosen strategy, avoiding switching strategies based on market performance, and the potential risks of doing so.

    • 9 min
    Market Performance, Private Equity, the AI Revolution and More!

    Market Performance, Private Equity, the AI Revolution and More!

    In this live episode of Tower Talk we start by discussing the current state of US and Canadian markets. Markets have been doing well, but those returns have been concentrated in a small number of large companies driven by the ongoing "AI Revolution".

    We compare the economic trends in both countries to see if we can expect markets to continue to climb this wall of worry.

    Then Mark outlines why there's a bubble in the Private Equity market and how it may burst in the next few years, you heard it here first!

    This was a live episode and we answered some listener questions regarding the AI revolution, the fallout from the private equity bubble and whether there is a sovereign debt crisis coming.
    #assetmanagement #marketupdate #airevolution #privateequity #sovereigndebt

    If you have questions, topic ideas or want to discuss your own investments please reach out, we'd love to hear from you.

    info@towerasset.ca

    (00:00:55)Market Update - Overview of market performance, indices, and indicators in the US and Canada.

    (00:08:37) Private Equity Impact - Insight into the potential of a bubble in private equity and when it might correct.

    (00:16:53) AI Industry - Discussion of the AI industry and its potential impact on the market, comparing it to the dotcom bubble.

    (00:22:06) Effect of Private Equity on Public Markets - Exploration of the potential effects of private equity on public markets and retail investors.

    (00:26:33) Public Debt and Market Reality - Concerns about the impact of increasing public debt and the return to reality in the market.

    • 36 min
    Exploring Strategies to Reduce Taxes and Build Wealth

    Exploring Strategies to Reduce Taxes and Build Wealth

    Maximizing your financial potential isn't just about earning—it's about smart saving, too. That's why this month's episode of Tower Talk is all about taxes.

    We unpack the power of registered accounts like RRSPs, RESPs, and TFSAs. Understanding contribution limits and employer matching can make a significant difference in your tax savings.

    We also explore the importance of estate planning and succession strategies. Smooth asset transfer to your beneficiaries goes beyond goodwill; it's a financial strategy to minimize tax implications for those you care for most. Stay informed, stay ahead.

    #estateplanning #assetmanagement #financialplanning #taxsavings

    If you have questions, topic ideas or want to discuss your own investments please reach out, we'd love to hear from you.

    info@towerasset.ca


    (00:00:08) Mark announces the upcoming live episode on March 20th, mark your calendars!

    (00:01:01) Discussion on the benefits of paying taxes, including infrastructure, education, and healthcare.

    (00:01:40) Explanation of registered accounts like RRSPs, RESPs, and TFSAs, and their tax-saving benefits.

    (00:02:37) Detailing the contribution limits and government matching for RRSPs and RESPs.

    (00:05:05) The importance of opting into employer matching programs for retirement savings and maximizing income.

    (00:05:42) Strategies for balancing savings accounts and deducting home office expenses for tax benefits.

    (00:06:51) Exploring the tax advantages of donating shares to charities and the related capital gains.

    (00:07:52) The importance of having a will and efficient transfer of assets to minimize taxes and confusion for beneficiaries.

    • 10 min
    Year in Review

    Year in Review

    Happy New Year Tower Talk listeners!

    Markets ended 2023 on a strong note (the Santa Claus Rally came through!) and we look back at some highlights, including how many were calling for a recession in 2023.

    We also go through how the Tower portfolios performed, and show why one strong year in the market is not nearly as important as consistency.

    Finally, we look forward to what we expect for 2024, including whether we've reached peak interest rates and a new appreciation for fixed income investments.

    If you have questions, topic ideas or want to discuss your own investments please reach out, we'd love to hear from you.

    info@towerasset.ca

    • 12 min
    Finishing Strong

    Finishing Strong

    It's hard to believe but 2023 is coming to an end.

    We hope that you're spending your holiday season with family and friends, but we also want to make sure you take care of your finances as well!

    Year-end means tax planning, managing registered account contributions (RRSPs, TFSAs, etc.) and charitable donations among other things.

    We discuss what you need to know going in to year-end as well as the Santa Claus Rally. Does the magic of the season also affect the stock market?

    Check out the latest episode to find out!

    If you have questions, topic ideas or want to discuss your own investments please reach out, we'd love to hear from you.

    info@towerasset.ca

    • 9 min
    Defining Risk

    Defining Risk

    What does the word "Risk" mean?

    We use it constantly in life to describe a number of different things and its meaning can be deeply personal. What one person sees as risky, another person may see as exactly the opposite.

    The word Risk is used often in Investment Management and we wanted to provide some clarity around what is meant by Risk in our context.

    Then, after we're all on the same page regarding what we mean by risk, we talk about how we manage and mitigate that risk.

    There's even a way to take less risk and earn higher returns, check out the episode to find out!

    If you have questions, topic ideas or want to discuss your own investments please reach out, we'd love to hear from you.


    info@towerasset.ca

    • 10 min

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