100 episodes

Take control of your financial destiny with great insights, tips and advice from the team at The McClelland Financial Group of Assante Capital Management Ltd.

Think Smart with TMFG The McClelland Financial Group of Assante Capital Management Ltd.

    • Business
    • 4.0 • 2 Ratings

Take control of your financial destiny with great insights, tips and advice from the team at The McClelland Financial Group of Assante Capital Management Ltd.

    Episode 268: The Unyielding Power of the U.S. Dollar and Stock Market

    Episode 268: The Unyielding Power of the U.S. Dollar and Stock Market

    In this episode of "Think Smart with TMFG," Rob and Mike delve into the enduring strength of the U.S. Dollar and the U.S. stock market, exploring why they remain premier choices for investment portfolios. They reflect on past economic crises, like the 2008 financial meltdown, and discuss the resilience and growth of the U.S. economy in contrast to other global markets.
    The episode examines the historical dominance of the U.S. stock market, its technological advancements, robust military, immigration appeal, and diverse economy. Rob and Mike also discuss the importance of a strong monetary policy and labor market in maintaining economic stability.
    As they compare the U.S. with other nations, they highlight the advantages of investing in U.S. equities and bonds, emphasizing the security and growth potential they offer. Tune in to understand why betting on the U.S. has historically been sound advice and how it continues to shape investment strategies today.

    • 15 min
    Episode 267: Avoiding the Top 3 Investment Pitfalls

    Episode 267: Avoiding the Top 3 Investment Pitfalls

    Welcome to this episode of Think Smart with TMFG, your go-to podcast for newsworthy insights relevant to everyday Canadians. Hosted by Senior Financial Advisor Rob McClelland and Mike Connon of Assante Capital Management, this episode delves into the top three most common investment mistakes and how to avoid them.
    1. Timing the Market: Discover why trying to time the market can be costly, and learn about the evidence-based strategies that can help you stay invested for the long term.
    2. Focusing on Headlines: Understand the pitfalls of making investment decisions based on sensational headlines and why a globally diversified portfolio with low fees is smarter.
    3. Chasing Past Performance: Explore the dangers of investing in top-performing mutual funds based on past performance and why this strategy rarely pays off in the long run.
    Tune in to gain valuable insights to help you avoid these common investment mistakes and secure a successful financial future.

    • 14 min
    Episode 266: The Perils and Promises of Private Equity

    Episode 266: The Perils and Promises of Private Equity

    In this episode of Think Smart with TMFG, Senior Financial Advisor Rob McClelland and Mike Connon of Assante Capital Management delve into the intriguing world of private equity. Drawing insights from a recent Globe and Mail opinion piece by Mike Wahlberg, the duo explores the burgeoning interest in private equity investments among Canadians.
    The discussion highlights the key challenges of private equity, such as liquidity issues, and contrasts these with the potential advantages, including higher returns and operational independence from shareholder pressures. Real-life examples from Rob's own private equity experiences provide a grounded perspective on the risks and rewards involved.
    Whether you’re an individual investor or managing a pension plan, this episode offers valuable insights into when private equity might make sense—and when it might not. Tune in to understand why staying liquid could be the smarter move for your investment portfolio.

    • 14 min
    Episode 265: The Ripple Effect of Interest Rate Cuts

    Episode 265: The Ripple Effect of Interest Rate Cuts

    Welcome to Think Smart with TMFG, your weekly podcast on what's newsworthy and relevant to everyday Canadians. Join Senior Financial Advisor Rob McClelland and Mike Connon of Assante Capital Management as they discuss the recent interest rate cut of 0.25%.
    After an 18-month wait, the much-anticipated rate reduction is here. Rob and Mike explore why this small change has significant implications, from controlling inflation to its impact on the housing market, stock market, bond market, and the Canadian dollar.
    They discuss the government's difficult position in managing inflation and debt and the reaction of financial markets and offer insights on what investors and homeowners should consider during these volatile times.
    Tune in to understand the complexities of interest rate changes and how they affect the broader economy. Visit tmfg.ca to speak to a financial advisor.

    • 14 min
    Episode 264: Top 10 Investment Mistakes

    Episode 264: Top 10 Investment Mistakes

    Welcome to another episode of Think Smart with TMFG, your go-to podcast for what's newsworthy and relevant to everyday Canadians. Join Senior Financial Advisor Rob McClelland and Mike Connon of Assante Capital Management as they delve into the top 10 investment mistakes.
    In this episode, Rob and Mike discuss the pitfalls of concentrated positions, timing the market, lack of diversification, and more. Using real-life examples and expert insights, they highlight the risks and offer practical advice to help you avoid these common financial missteps. Whether you're a seasoned investor or just starting out, this episode is packed with valuable information to help you make smarter investment decisions.
    Don't miss out on this essential guide to safeguarding your financial future. Tune in now!

    • 16 min
    Episode 263: Overcoming Resistance - Key to Successful Financial Planning

    Episode 263: Overcoming Resistance - Key to Successful Financial Planning

    Welcome to another episode of "Think Smart with TMFG," your weekly dose of relevant financial insights for everyday Canadians. In this episode, Senior Financial Advisor Rob McClelland and Mike Connon from Assante Capital Management discuss the theme "Resistance is the Enemy." They explore how resistance to change can hinder successful financial planning and investing.
    Drawing inspiration from Steven Pressfield's book, "The Daily Pressfield," they delve into the top ten resistances faced by their clients over the last decade. From increasing savings and letting go of old investments to consolidating accounts and keeping wills updated, Rob and Mike provide practical advice on overcoming these barriers. They also highlight the importance of regular account reviews, rebalancing portfolios, and ensuring adequate insurance coverage.
    Tune in to discover how pushing through resistance can lead to a more secure and prosperous financial future. Don't miss this insightful discussion that aims to help you achieve your long-term financial goals.
    Join us on "Think Smart with TMFG" and start overcoming resistance today!

    • 20 min

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