The Clear Money Mindset

The final update of our Fall 2021 Market Update Mini Series comes from Christian Tucci, District Vice President of Manulife Investment Management. He gives insight about Manulife’s fund managers, their partners at Mawer, inflation risk, ‘boring investing’ and what happens next on the road to recovery.

Learning how to ‘bear’ with a ‘nervous bull’ Market.  Continuing our 2021 Fall Market update mini-series we speak with Derek Reinhart, District Vice President, Sales at CI Global Asset Management. He and Ben discuss the outlook on current and future markets. Derek gives us a sneak peek into the minds of some of CI’s fund managers, their take on the current volatility, inflation, as well as the 'ne...

We are heading into the fall, soon enough it will be Christmas. This year has been another year of ups and downs for sure, but it still seems to have flown by. So many people are wondering what is next for markets and the economy. We have had a lot of phone calls lately, you are wondering what the next phase in the recovery looks like. And you should, if you are invested, its your money, you shoul...

Today, Ben will let you in on some of the upcoming podcasts before the end of the year. We also take a quick look at market conditions, and review some things to keep in mind as the market experiences a bit of volatility.

For years we have been talking about interest rates eventually rising, but its now starting to look more like a reality. On top of this is threat of inflation, the prices of many things are starting to rise. These two things put a bigger and bigger squeeze on our income. Now is the time to start taking debt seriously and working hard to paying off debt while rates are still low. We want to make su...

Even with things slowing down over the last year, people are still incredibly busy. There is only so much time in a day, and there seems to be very little time to focus on our financial fitness.   Today we will talk with Josie Hope, CPA, CMA as she walks us through some ways we can stay financially fit, in a fast paced world.   BIO Josie is an accountant and a co-founder of LJ Business Solutions....

Over the last year we have all looked for ways to support local business. This has led us to discover local companies we didn't even know existed. One great Local story is our Mutual Fund Dealer, Sterling Mutuals. They happen to be the only National Mutual Fund dealer that is Located in Windsor Ontario. Sterling has a unique story and perspective on the Industry. Today we will talk with Nelson Che...

Tax time is in full swing. Many could already have their tax refund cheque, others waiting for theirs, some of us owe. If you are expecting to get a decent tax return cheque this year, it is a good idea to make a plan for that money before it gets here, and a 75" TV magically appears on your wall. It is not hard to spend a big cheque, especially if you have no plan. Today we want to talk about som...

The world is changing, and innovation is at an all-time high. Life is now happening in your living room and the world around is being driven by innovation. The necessity for contactless and secure technology services has left no industry untouched. In today's episode of The Clear Money Mindset we are going to look at some of the exciting new developments at Davies Financial/Sterling Mutuals Inc. ...

2020 has been taxing on families and businesses, but its also been hard for charities. This time of the year you would expect to walk into a mall and see a smiling facing ringing bells reminding you to consider giving to those in need. You could argue that this is a year where charities are greatly needed, but this will also be a year where they may receive less donations than usual.   We want to...

Today we will discuss the market outlook heading into 2021 and some things you can do to be financially sound no matter what comes Free Market Volatility & Markets Chart

  In this Episode we want to ask our listeners if you are getting the most out of your TFSA?   Get a free TFSA Factsheet     When asked what TFSA's are used for, many Canadians will tell you its a simple savings account where you pay no tax on what you make. Many institutions have sold them this way. Short term savings is one of the many uses for a TFSA, but it certainly is not the only use. Today...

What comes next? That is a question a lot of investors are wondering. Today we will try to see past the Pandemic, by looking at what has happened, some things that cause concern, and some positive things that have come out of all this. We will explore this with our Special Guest Philip Petursson Philip Petursson - Chief Investment Strategist and Head of Capital Management at Manulife Investment Ma...

  There is a lot of uncertainty right now in peoples finances, I want to take a few minutes to provide you with some tips that will help you and your family create more financial certainty in an uncertain time.   A lot of us suffer from the problem of worrying about the things we cannot control and not worrying about the things we can control. For many, your biggest chance of financial success lie...

We wanted to give you a market update, look at some of the positive things coming out of the Covid 19 Pandemic and also some tips on how to approach your investments if you are young and have time, and some things to think about if you are nearing or in retirement.   Today I'm joined by Ogi Todorovic from Fidelity Investments, he will take us through current market conditions, and give us some per...

Over the last few months markets have been stressful to navigate. In this Episode we speak with Jeff Hobson from CI Investments. He gives some great insight and tips for managing your emotions in a difficult market.     The opinions expressed are those of the participants, are for informational purposes only, and do not necessarily reflect the views or opinions of Sterling Mutuals Inc. Mutual Fund...