Integrated Wealth Management

09/21/2022

Join us on Saturday, Sept 24th @ noon MST for our free webinar, "Investor Survival Guide - Minimizing Losses and Optimizing Recovery": https://attendee.gotowebinar.com/register/2607012863935209995?source=Social+Media+-+Facebook

Markets continue to be challenging. Our Portfolio Managers have done an exceptional job of minimizing declines and have significantly outperformed passive strategies despite the challenges.

While stock and bond markets are under pressure, an equity market recovery will begin likely when things look the worst. You need to be properly positioned to take advantage when this recovery begins. Topics for the webinar include:

* Reviewing our early 2022 warnings and how our Portfolio Managers are outperforming passive strategies
* Our updated outlook for interest rates, inflation and market volatility
* Why GIC's and cash are a long-term trap
* How to leverage today's extreme mass psychology to your benefit
* There's always a bull market somewhere: our top picks for riding the inflation wave

07/10/2022

From losing purpose, becoming disconnected socially, missing work they love - many retirees are finding the transition challenging. "Unretiring" is a growing phenomenon. Read about a an excellent self-evaluation model that can help to define what you want your retirement to look like. And it might just mean you need to unretire and find work, a new business or vocation to enjoy retirement.

www.cnbc.com/2022/06/15/67-year-old-who-unretired-at-62-shares-the-biggest-retirement-challenge-that-no-one-talks-about.html

Many people think of retirement as a long vacation. But that's often not the case, says retirement expert George Jerjian, who came out of retirement at 62. He shares the biggest downside of his retirement experience, and how a Japanese concept helped him overcome it.

05/31/2022

There is a strong case for investments in commodities to grow wealth in a stagflationary environment like in the 1970’s. Even if we don’t get stagflation, commodities still have lots of room for growth due to policy mishaps by government, the Russia/Ukraine conflict and ongoing supply chain issues.

www.zerohedge.com/markets/golden-opportunity-how-invest-coming-stagflation

ZeroHedge - On a long enough timeline, the survival rate for everyone drops to zero

05/26/2022

Good article on cognitive biases for investors that can hurt portfolio returns including those that lead us to sell winners but hold on to losers.

Feelings of guilt, pride, and shame lead investors to sell their winners too soon and hold onto losers for too long, behavior finance experts say.

04/16/2022

There is a lot to unpack when it comes to the Russian invasion of Ukraine.

We are pleased welcome back retired Major Brian Hamilton of the Canadian Armed Forces, for another Big Picture conversation on Tues. April 19th @ 10AM MST, to provide an expert, military perspective on the conflict.

Register here: https://attendee.gotowebinar.com/register/2644377564221170191?source=IWM+-+Facebook

Brian is a decorated solider who served our country for 32 years getting his start as an infantry officer and eventually becoming a senior intelligence officer.

He will share his views on:

* The precursors to the Ukraine invasion
* Why Ukraine has had success repelling the Russians thus far
* How and where he obtains reliable information about the state of the conflict
* How he sees the situation unfolding
* And more …

04/01/2022

Join us on Saturday, April 9th @ noon MST for our free webinar, "Grace Under Pressure: Disciplined Portfolio Solutions Amidst Global Turmoil". Register here: https://attendee.gotowebinar.com/register/8519108873007509774?source=IWM+-+Facebook

In January we said 2022 will be volatile and investors will be faced with significant "noise" that will test decision making. Well, it’s happening. Interest rate hikes are underway, inflation hasn’t eased up, food and energy shortages are emerging and the risk of conflict extending beyond the Ukraine’s borders is real.

Managing intelligently through all this turmoil is paramount, with the clear advantage going to those with independent thinkers running their portfolio. We’ll be covering a lot ground including:

• Why making money with traditional investments and approaches will be harder in the future
• Finding opportunities amidst the market turmoil driven by Ukraine/Russia: and rising inflation and interest rates
• Active management strategies to reduce risk in volatile markets
• Overcoming the confusion and fear driven by mainstream financial media and 2 years of COVID in order to make good investment decisions

We look forward to having you join us.

02/01/2022

Our partner, MoneyTalks, is hosting their annual World Outlook Financial Conference on For more information on the Feb 4th & 5th.

The conference is for Canadian investors who want to listen to top independent market analysts. Conference topics will include big picture macro-economic, building Small Cap Portfolios, Precious Metals, Real Estate, Oil & Gas, Wealth Management, Commodities, the latest developments in FinTech, Cryptocurrency and Decentralized Finance.

The conference will be delivered remote via recorded videos. For more information and to purchase passes go to:

Michael Campbell's MoneyTalks Radio show on the Corus Radio Network. Financial commentary of stocks, equities, real estate, and commodities such as gold, silver, and other precious metals.

01/02/2022

Join us on Saturday, January 8th @ noon MST for our free webinar, "Market Outlook & Updating Your Portfolio Playbook for 2022". Register here: https://attendee.gotowebinar.com/register/7867050097336112144?source=IWM+-+Facebook

We’ll be covering a lot ground including:

* A market outlook for 2022 and key areas to pay attention to
* Positioning your equity strategies to benefit from inflation
* Seeking gains carefully with outsized opportunities such as in commodities
* Generating sufficient yield when bond and GIC returns aren't keeping pace with inflation (i.e., negative real rates of return)
* Active management strategies to reduce risk in volatile markets

We look forward to having you join us.

12/29/2021

The case for the Energy Supercycle is strong. New discoveries and exploration investments are trending down. Demand is increasing and the pandemic shifted behaviours spurring demand: “People are not car sharing anymore. They want Plexiglas between them even if they're in a car with somebody. They don't go to the mall and buy six things. They stay home and call for the six things. Six trucks come to the house with six packages. Then, you call and get three of them returned again because they didn’t fit ….

2021 proved to be a great run for the oil and gas bulls. Now they’re looking to the year ahead and some of the sector’s biggest backers are happy with what they see.

12/16/2021

In addition to the continued low interest rate environment, ongoing fiscal stimulus and inflation, the vast amounts of cash on the sidelines is also another factor which supports gains in equities for 2022.

Hundreds of billions of dollars in cash have been amassed by investors in the last few weeks of 2021, setting the stage for a move into equities in 2022.