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27 06, 2025

How CFPs Grow AUM & Elevate Service with Alternative Investments

By |2025-06-27T12:27:58-04:00June 27th, 2025|Blog|

Today’s investors expect more than stocks, bonds, and a diversified mutual fund. They want smarter strategies, greater control, and access to opportunities that outperform traditional markets. For Certified Financial Planners, this is an opportunity. Offering alternative investments enables you to: Attract sophisticated clients, Deliver more personalized portfolios, And stand out in a competitive advisory landscape. [...]

26 06, 2025

Episode 29: From Lava Life to Venture Capital: Bruce Croxon’s Journey

By |2025-06-26T09:12:05-04:00June 26th, 2025|Podcasts, Video|

In this podcast episode, Bruce Croxon shares his entrepreneurial journey, starting with the creation of Lava Life, a pioneering online dating service. He discusses the evolution of technology and how it has changed the landscape for scaling companies today compared to the past. Bruce reflects on the sale of Lava Life, the [...]

12 06, 2025

Episode 28: Investment Strategies in a Shifting Economy

By |2025-06-12T11:26:07-04:00June 12th, 2025|Podcasts, Video|

This conversation provides a comprehensive overview of the current market landscape, focusing on technical analysis, sector performance, and investment opportunities. It highlights the rising US debt and interest rates, the mixed earnings of Canadian banks, and the growing interest in AI investments, particularly in cybersecurity. The discussion emphasizes the potential shift in [...]

29 05, 2025

Episode 27: Lessons Learned

By |2025-05-29T11:36:06-04:00May 29th, 2025|Podcasts, Video|

This conversation delves into the lessons learned from various investment experiences, focusing on real estate, consumer discretionary sectors, technology solutions, and agricultural investments. The speakers reflect on past mistakes, the importance of due diligence, and the strategies that have led to successful outcomes. They emphasize the need for diversification, understanding market dynamics, [...]

15 05, 2025

Episode 26: Sector Performance Insights

By |2025-05-15T09:34:28-04:00May 15th, 2025|Podcasts, Video|

The conversation provides a comprehensive update on various investment strategies, focusing on land banking in Houston, market trends, and economic indicators. It discusses the performance of different sectors, particularly in real estate and commodities, and offers insights into technical analysis of major indices. The discussion also touches on currency trends and individual [...]

1 05, 2025

Episode 25: The Golden Age of Gold Investments | with John Ing

By |2025-06-12T11:27:36-04:00May 1st, 2025|Podcasts, Video|

In this conversation, John Ing discusses the dynamics of gold as an investment, its historical context, and the factors influencing its price, including geopolitical tensions, U.S. economic policies, and central bank activities. He emphasizes gold's role as a store of value and a hedge against inflation, while also addressing the [...]

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