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The Empowered Investor

Business & Economics Podcasts

If you've ever felt overwhelmed by the sheer volume of choices and voices in the Canadian financial services industry, The Empowered Investor Podcast can transform your investment experience and increase your odds of becoming financially secure – forever. With his simple, straightforward approach, host Keith Matthews cuts through the noise to help you make better decisions and discover the best investment and planning strategies for you and your family. As a portfolio manager and advisor at Tulett, Matthews & Associates, Keith has spent twenty-five years helping investors achieve their financial goals using the same planning and portfolio principles discussed in The Empowered Investor podcast. Always an advocate for investors, Keith has spoken at global conferences, been quoted in many Canadian newspapers and magazines, and recently published the new and revised 4th edition of his book, The Empowered Investor. To learn more about Keith’s client advisory services or to request a complementary copy of the latest edition of The Empowered Investor, please visit www.tma-invest.com

If you've ever felt overwhelmed by the sheer volume of choices and voices in the Canadian financial services industry, The Empowered Investor Podcast can transform your investment experience and increase your odds of becoming financially secure – forever. With his simple, straightforward approach, host Keith Matthews cuts through the noise to help you make better decisions and discover the best investment and planning strategies for you and your family. As a portfolio manager and advisor at Tulett, Matthews & Associates, Keith has spent twenty-five years helping investors achieve their financial goals using the same planning and portfolio principles discussed in The Empowered Investor podcast. Always an advocate for investors, Keith has spoken at global conferences, been quoted in many Canadian newspapers and magazines, and recently published the new and revised 4th edition of his book, The Empowered Investor. To learn more about Keith’s client advisory services or to request a complementary copy of the latest edition of The Empowered Investor, please visit www.tma-invest.com

Location:

United States

Description:

If you've ever felt overwhelmed by the sheer volume of choices and voices in the Canadian financial services industry, The Empowered Investor Podcast can transform your investment experience and increase your odds of becoming financially secure – forever. With his simple, straightforward approach, host Keith Matthews cuts through the noise to help you make better decisions and discover the best investment and planning strategies for you and your family. As a portfolio manager and advisor at Tulett, Matthews & Associates, Keith has spent twenty-five years helping investors achieve their financial goals using the same planning and portfolio principles discussed in The Empowered Investor podcast. Always an advocate for investors, Keith has spoken at global conferences, been quoted in many Canadian newspapers and magazines, and recently published the new and revised 4th edition of his book, The Empowered Investor. To learn more about Keith’s client advisory services or to request a complementary copy of the latest edition of The Empowered Investor, please visit www.tma-invest.com

Language:

English


Episodes

2020 Investment Surprises: Interest rates, Canadian home prices, FAANGMs, Tesla, Robinhood, IPOs and so much more!

1/21/2021
With the global pandemic taking us from the status quo into lockdown over a few days back in March 2020, the world and the markets ended up looking a lot different than anyone anticipated at the start of the year. As we head into 2021, we wanted to spend this episode sharing our top surprises and takeaways from 2020. From record low interest rate levels to the success of speculators, we’re going to explore what these surprises mean for the empowered investor. On this episode, Marcelo and I...

Duration:00:31:13

Changing Investing for the Better with ETF Pioneer - Gerry Rocchi

1/7/2021
As we continue to walk through the story of the empowered investor, we’re excited to share the insights from our today’s guest, financial expert and exchange-traded fund (ETF) pioneer, Gerry Rocchi. In the last few shows, we’ve taken a deep dive into why we’re such big fans of ETFs and we’ve spoken a lot about ETFs as accessible investment vehicles that give investors access to a diversified pool of investing at an affordable price. Gerry is a retired senior executive and corporate director...

Duration:00:45:08

Active vs Passive: Use SPIVA scorecards to make better decisions.

12/17/2020
Over the last couple of episodes, we’ve explored different aspects of index-based investing from the principles of evidence-based investing and how you can apply those principles to your portfolio, to the history of the indexing revolution. Today, we’re taking a deep dive into the numbers by looking at the annual SPIVA reports which compare the performance of actively managed strategies versus indices all around the world. This is where our advocacy for index-based investing is rooted – in...

Duration:00:30:20

The Impact of Pandemic Buying Behaviours

12/3/2020
Since March 2020, we’ve had to find ways to adapt to life with lockdown, quarantine, working from home and social distancing. As we changed the way we work, play and socialize, our buying and investment patterns have shifted as well. Now, with the announcement of three new vaccines, there’s been a collective shift as we begin to see a flicker of light at the end of the tunnel. It could be a game-changer. At the end of the day, the stock market is about people buying and selling and we want...

Duration:00:32:57

History of the Indexing Revolution

11/19/2020
In our last three shows, we covered three principles of evidence-based investing, culminating in using index-based or passively managed investment strategies to act as an engine within your diversified portfolio. But when we talk about index-based investing, we’re often met with, “I’ve never heard of it before. Is it a new thing?” Although you may not have heard of it, indexing isn’t a short-term fad. The indexing revolution started way back in the 1970s and completely changed the way we...

Duration:00:26:16

EBI - Principle #3: Choose Indexing to Implement Your Portfolio

11/5/2020
Starting with an evidence-based investing approach creates a strong foundation for the empowered investor. To help you build that foundation for your portfolio, we’re taking a deep dive into the principles of evidence-based investing. After spending the last two episodes discussing why it’s important not only to invest in asset classes but also to diversify your asset classes, on this episode we’re moving into implementation. The way you execute your investment approach is critical for...

Duration:00:28:35

EBI - Principle #2: Diversify Your Asset Classes

10/22/2020
The principles of evidence-based investing provide you with a framework to empower you as an investor to be able to move confidently forward towards financial security. Last week we covered why it’s important to invest in asset classes, rather than relying on market predictions and picking stocks. Today, we’re focusing on the second principle, diversifying your asset classes. Research suggests that by and large Canadians are not diversifying the way they should be. As an empowered investor,...

Duration:00:28:55

EBI - Principle #1: Invest in Asset Classes

10/8/2020
One of the challenges Canadian investors face is choosing between the sheer number of choices of types, styles, and strategies for investing that are available. To help you to cut through the noise and overwhelm, we’re starting this series on the best investment philosophy for investors, evidence-based investing. An evidence-based strategy is a scientific approach to investing where investment decisions are based on facts and research on what’s worked for investors over the long-term. Over...

Duration:00:28:09

Winning Through Evidence-Based Investing (EBI)

9/24/2020
For the past eleven episodes, I was joined by my co-host, Marcelo Taboada, and we covered the groundwork for becoming an empowered investor and what you need to put in place to have a successful long-term financial outcome. For the next part of the story of the empowered investor, I’ll be joined by my new co-host, Ruben Antoine, Portfolio Manager and Lead Client Advisor at Tulett, Matthews & Associates. Ruben is sharing his personal story as we move deeper into the investment side of things,...

Duration:00:30:05

Lessons for the Long-Term / A Tale of Two Decades

9/10/2020
For the past ten episodes, we’ve highlighted the key factors you need to understand to be able to achieve financial security. Today, we’re moving in a new direction and talking about current market conditions. The goal of today's episode is to shed some light on how you can move forward as an empowered investor. As the end of summer approaches, we’re almost 6 months into the COVID-19 pandemic. Markets have rebounded from the lows we saw in March but while some stocks are booming, others are...

Duration:00:39:17

How an Investment Policy Statement helps you look into the “eyes of a tiger”.

8/27/2020
One of the most common criticisms we hear about the investment industry is that a lot of investors say things don't feel transparent. To remedy that problem, investment policy statements are becoming more common in the private client world and we believe they're a must-use as they create clarity, transparency, and empowerment. Just as we use maps when we travel to give us a sense of where we're going, we should have a map for how we invest today, tomorrow, and in the future. In the current...

Duration:00:32:59

Chilling Out: Planning for Retirees

8/13/2020
In the last two episodes of our miniseries on planning, we’ve taken a closer look at the importance of the financial plan for achieving your ultimate goal of financial security. We’ve covered the key areas of focus and potential pitfalls from age 25 up to pre-retirement and today we’re turning our attention to retirees. Around 65, most of us enter a transition zone where we go from our maximum earning years and power play years to start collecting the fruits of our labor. Planning at this...

Duration:00:45:13

Your Power Play: Planning for 35 to Pre-Retirees

7/30/2020
Financial planning is critical in creating a foundation for anyone wishing to become an empowered investor. Each stage of life has a specific set of issues that must be addressed to remain on track with your financial plans and today we’re zooming in on the 35 to 60-year-old age group. During this period, most of us find ourselves extremely busy as we focus on trying to get ahead in our careers while building up our personal lives. This is also when we typically have the highest earnings of...

Duration:00:30:18

Laying a Strong Foundation: Planning for 25 to 35 Year Olds

7/16/2020
Now that you know the key obstacles that can derail you, we’re switching gears and starting to look at the planning and building side of becoming an empowered investor. Today we’re kicking things off with our series on one of the two key roadmaps for the empowered investor, financial planning. Creating a financial plan is an essential step for every investor since it provides a framework and action plan for achieving your future goals. We want to get down to the details so we’re breaking up...

Duration:00:28:22

Investment Pitfall #4: Failing to Diversify Properly

7/9/2020
What does it mean to properly diversify an investment portfolio? And why is it so hard for many investors to maintain that proper diversification over long periods? Diversification has become one of those topics everyone talks about, but many investors still aren’t confident that they have good levels of diversification. That’s a big problem since one of the greatest pitfalls of investing is not diversifying properly. Having a properly diversified portfolio is the best defense against the...

Duration:00:26:04

Investment Pitfall #3: Chasing Performance and Trying to Outsmart the Market

6/25/2020
As an investor, it’s natural to want to outsmart the market. When you combine that with the discomfort of a volatile market like we are currently experiencing, it’s easy to see why timing the market and chasing performance are so tempting. The noise we spoke about in previous episodes always gets louder when we’re in uncertain times. Friends, family and the media are probably telling you to be reactive and, in the moment, their advice sounds reasonable. This time is different, right?...

Duration:00:29:32

Investment Pitfall #2: Building Portfolios Based on Predictions

6/11/2020
As the great economist, John Kenneth Galbraith said, “There are two kinds of forecasters: those who don't know, and those who don't know they don't know.” It’s human nature to be drawn to stories. We all want someone to tell us how things will turn out and throughout history, people have used predictions to gain power. We see the same cycles play out in financial media and services. From journalist predictions aimed at boosting readership and viewership to expert predictions coloured by the...

Duration:00:38:02

Investment Pitfall #1: Not Having an Investment Philosophy

5/28/2020
One of the biggest challenges of investing is being able to stop mistakes from occurring. It's one of those areas where the winner can be the person that makes the least mistakes. An investment philosophy that aligns with your goals and personal financial affairs is crucial for achieving financial security. It steers the decision-making process and stipulates how your money will be managed across both good and challenging times. Especially in challenging times like the current pandemic, high...

Duration:00:23:37

Investment Noise: Leads to Traps and Pitfalls for Investors

5/14/2020
Long-term investment success is based on two crucial elements: following winning principles and conquering the obstacles along the way. Today we’re taking a look at the latter. Although the details of investment success look different for every investor, we’re all aiming for the same goal - financial security. Along the journey, there’s one big obstacle that can trip up even an experienced investor. That obstacle is noise. Noise comes from sources we’re exposed to every day and which are...

Duration:00:30:46

Welcome to the Empowered Investor

4/17/2020
Welcome to the first episode of The Empowered Investor. Today we’re introducing ourselves to you and sharing the foundational principles of the Empowered Investor. Join us on this inspiring journey, hosted by Keith Matthews and Marcelo Taboada. Keith Matthews is the author of The Empowered Investor: A Guide to Building Better Portfolios, and a Partner and licensed Portfolio Manager at Tulett, Matthews & Associates (TMA). Keith left the institutional investment management industry in 1997 to...

Duration:00:21:36