Nancy Graham CPA, CA, CIM, CFP, TEP

Portfolio Manager
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An Upbeat Pep Talk for Surviving Down Markets

Are the markets up, down or all around today? Regardless, there’s never a bad time to consider these two “No Dumb Questions”: What should you do if we’re in a bear market … and what can you do to prepare for the next one?

In today’s “No Dumb Questions” video, I’ll cover three handy tips on surviving down markets. The first one is inspired by parachute jumping: Have a plan in place before you take any mighty leaps. Second, when the going get tough, get tough on your emotions. Don’t let them take over your better senses. Last but not least, have a buddy system in place to see your way through.

Speaking of buddies, I hope you’ll buddy up to today’s video. Watch it today. Watch it again whenever the markets do head south. While you’re at it, encourage your friends and family to watch it too. When it comes to bear markets, whenever they may rage, forewarned is forearmed!


By: Nancy Graham | 0 comments

A Cautionary Tale on Your Best Interests

As a savvy consumer, you probably already know: It’s not just how much you’re paying for an item, it’s also knowing what you’re getting. In fact, an unfolding CBC News exposé of the Canadian banking system has revealed how often you may think you’re being offered solid financial advice, when you’re actually receiving a hard sales pitch.

Does it sound like I’m being melodramatic? Check out today’s “No Dumb Questions” to hear the full scoop, along with some tips on how to safeguard your best financial interests in a financial industry that isn’t always on your side.

And, by the way, whenever you’re forming your own “No Dumb Questions” about your financial interests, please send them to me, so I can address them in future videos.


By: Nancy Graham | 0 comments