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23 01, 2025

Episode 17: Market Timing, Risk Factors and Looking Forward

2025-01-23T14:53:28+00:00By |Categories: Podcasts, Video|Tags: , |

This conversation provides a comprehensive update on market performance in 2024, discussing key economic factors, risk assessments, and investment strategies. The speakers analyze market valuations, speculation trends, insider trading behaviors, and the implications of inflation on future investments, particularly in gold and silver. They emphasize the importance of stock selection amidst a growing trend towards passive investing and highlight the potential challenges posed by global conflicts and economic uncertainties.

13 01, 2025

How Maximize Your Marketing Efforts for Better ROI

2025-01-13T20:43:20+00:00By |Categories: Blog|

The financial planning and wealth management industry is competitive, and marketing is a crucial part of standing out and growing your practice. With countless strategies and tools available, how do you ensure your efforts drive results? The key isn’t in flashy digital tactics but in the foundational work every business must master — [...]

10 01, 2025

Seminar on Value Investing and the Search for Value – June 23-27, 2025

2025-01-10T18:15:14+00:00By |Categories: Blog, In the News|

Dr. George Athanassakos is offering a highly sought-after five-day Seminar on Value Investing and the Search for Value to finance executives, finance professionals, portfolio managers, financial analysts and individual investors seeking knowledge of value creation, valuation and value investing theory and practice.

9 01, 2025

Episode 16: Update Mastering Tax Management for Investors

2025-01-09T14:42:51+00:00By |Categories: Podcasts, Video|Tags: , |

In this podcast episode, Joe Pochodyniak discusses the advantages of Registered Education Savings Plans (RESPs) for saving for a child's education after high school. He explains that RESPs can be used for various types of post-secondary education, including trades programs, colleges, universities, and apprenticeships.

26 12, 2024

Episode 15: Music Royalty Investment Strategies | with Michael Baker

2025-01-07T15:21:38+00:00By |Categories: Podcasts, Video|Tags: |

In this conversation, Joe Pochodyniak and Michael Baker discuss the innovative landscape of music royalties and the investment strategies employed by ICM Asset Management. They explore the business model of acquiring music catalogs, the longevity and stability of music assets, the evolution of music rights management, and the emerging [...]

12 12, 2024

Episode 14: Brain Un-Drain | With Bruce Croxon

2025-01-23T16:01:42+00:00By |Categories: Podcasts, Video|Tags: |

In this conversation, Joe Pochodyniak interviews Bruce Croxon, managing partner of Round 13 Capital, discussing the current landscape of Canadian technology investments, the focus on software as a service, and the challenges and opportunities within the market. They explore the importance of government policies in fostering innovation and the [...]

9 12, 2024

Why, When, and Who to Hire to Grow Your Practice

2024-12-09T20:20:39+00:00By |Categories: Blog|

As a financial planner, time is your most valuable resource. At the start of your career, you might find that a hands-on approach works, but it’s not sustainable as your practice expands. Hiring is a crucial part of growth. Studies show that financial planners who build their teams experience a higher growth rate [...]

29 11, 2024

Bull market presents fewer opportunities for tax-loss selling, but here are some ideas

2024-12-03T15:02:44+00:00By |Categories: In the News|Tags: |

‘Tis the season for tax-loss harvesting and hunting for bargains among this year’s beaten-up stocks. Investors have until Dec. 30 to sell securities to book losses against capital gains in their taxable accounts. Under a new rule that came into effect earlier this year, the settlement period for trades is only one day instead [...]

29 11, 2024

MacNicol & Associates Celebrates Canadian Hedge Fund Industry Awards Recognition

2024-12-10T16:18:10+00:00By |Categories: In the News|

Gaining Four Prestigious Accolades Miami, Florida – MacNicol & Associates Asset Management, a leader in alternative investment solutions, is proud to reaffirm its commitment to South Florida as a key region for its growth and client engagement efforts. The firm’s established presence in South Florida reflects its dedication to providing innovative portfolio strategies [...]

28 11, 2024

Episode 13: Navigating Inflation, Leadership, and Global Risks | With Dr. Horace “Woody” Brock

2024-12-18T15:17:46+00:00By |Categories: Podcasts, Video|Tags: |

In this conversation, Woody Brock discusses the complexities of inflation, the role of the Federal Reserve, and the impact of technology on economic trends. He emphasizes that inflation is primarily driven by changes in the prices of goods and services on Main Street, rather than monetary policy alone. Brock [...]

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