You will note that we have added a new tab to www.credo.ca called FinEventCentral. The goal of this site is to list upcoming opportunities that are relevant to individuals in the financial industry. Whether virtual (webinar, podcasts, streaming, etc.) or live (when they come back) we will try to list…
Releases
And if I had 3 Trillion Dollars … (TWTW – Mar 29- April 2, 2021) Hedge Fund Blow up – So the news entering this shortened workweek, aside from the Suez Canal saga heading for the history books, is that there was indeed some explanatory power to be found regarding…
Insurance, whether it is being used for wealth preservation or as a safety net, has a place in our financial well-being. Those of us who have been around for a handful of decades or more will remember that insurance companies had captive salesforces. In addition, everyone had a family member,…
One Year later – Markets bottomed March 23, 2020, after the fastest and most brutal Bear markets from highs reached barely a month prior, at the hands of a pandemic forcing total shutdowns across economies worldwide. Is this week’s Suez Canal saga – clogging world trade – a good illustration…
This chart is surprising (yet probably not unexpected) in so many ways: One-third of Canadians with $100K or less in investable assets say they don’t need a financial professional because they don’t have enough money … the key remains that these individuals could benefit from having constructive interaction with a…
Another “interesting” week … with “headline” volatility (VIX) touching below 20% briefly, which in a way seems like a paradox, given market conditions appear, if anything, to be exhibiting signs of heightened volatility since about mid-February.
ETFs have been around in Canada for more than 30 years, but adoption has not been as quick as one would have thought or expected. A large part is due to the MFDA channel not being able to sell them, although that should change soon. This chart also shows how…
I suggest the following to you: How about while it is certainly no guarantee of future returns, it could in fact be a meaningful marker of what you might well want to pay attention to. +, well, when we consider “momentum” based strategies … isn’t the underlying principle that what has momentum (aka has been shown to work …) might continue to move in the direction it is already headed in until … well it stops. ERGO – I pay attention to past performance for what could be “signals” or “markers”.
Four out of five banks top the list of Canadians who say they are “considering finding a new advisor” (if you don’t count the DK/Don’t know). A couple of comments: – Many Canadians don’t know which firm their advisor works for. – Canadians seem to have a tough time distinguishing…
Canadians with only in-bank advisors are the most likely to agree with the statement “I’m considering finding a new advisor”. Having an advisor but not even being able to identify the company that they work for (Don’t know/DK) appears to speak to the relationship, or lack thereof, between the client…