Tag Archives: Financial Planning

CC&L – Market Update and Investment Alternatives Q4-2018

Your portfolio managers are constantly analyzing the market to help them make the best investment decisions on your behalf. It’s important for you to feel comfortable with these decisions, so we’d like to offer you the opportunity to better understand the process that portfolio managers use to manage your investment portfolio. We hope that it will add to your financial peace of mind.

Every so often we have an update call with our portfolio managers about changes occurring in the markets. Here is an interview with Mike Flux, Senior Vice President, and Ryan McNerney, Vice President, at Connor, Clark & Lunn Private Capital. It focuses on their investment review of Q4 2018. We also discuss how to interpret current market events and how to properly position portfolios to take advantage of those events.

IRONSHIELD Financial Planning’s “Fly On The Wall” update call.
These calls are recorded by Scott Plaskett and allow you to get a behind-the-scenes look at one of his professional update calls. Watch and listen as a “fly on the wall” and get some of the most valuable information you will find on the Internet.

Charles Wilton and how to invest in rising interest environment

Charles Wilton

In today’s episode, I chat with Charles Wilton, Portfolio Manager with the Private Investment Management Group at Raymond James. We talk about how to invest in a rising interest rate environment.

IRONSHIELD Financial Planning’s “Fly On The Wall” update call.
These calls are recorded by Scott Plaskett and allow you to get a behind-the-scenes look at one of his professional update calls. Watch and listen as a “fly on the wall” and get some of the most valuable information you will find on the Internet.

Mike Flux – Market Update and Investment Alternatives Q1-2018

Understanding the fundamental process that portfolio managers use to manage your investment portfolio can be beneficial to your financial peace of mind.
Every so often I have an update call with our portfolio managers about what changes are occurring in the markets. Here is an interview with Mike Flux, Senior Vice President at Connor, Clark & Lunn Private Capital, about their investment review of Q1 2018. We also discuss how to interpret current market events and how to properly position portfolios to take advantage of these events.

IRONSHIELD Financial Planning’s “Fly On The Wall” update call.
These calls are recorded by Scott Plaskett and allow you to get a behind-the-scenes look at one of his professional update calls. Watch and listen as a “fly on the wall” and get some of the most valuable information you will find on the Internet.

Why did Charles Wilton bought JP Morgan Chase and Infosys recently in his portfolio?

Charles Wilton

In today’s episode, I chat with Charles Wilton, Portfolio Manager with the Private Investment Management Group at Raymond James. We talk about the recent deposition and acquisition in his portfolio.

IRONSHIELD Financial Planning’s “Fly On The Wall” update call.
These calls are recorded by Scott Plaskett and allow you to get a behind-the-scenes look at one of his professional update calls. Watch and listen as a “fly on the wall” and get some of the most valuable information you will find on the Internet.

Mike Flux – Market Update and Investment Alternatives Q3-2017

MichaelFlux_1000x1230

In this video, I speak with Mike Flux, Senior Vice President and Portfolio Manager of Connor Clark & Lunn Private Capital to chat about their investment outlook from Q3 of 2017. We also discuss how to interpret the current events, and how to properly position portfolios to take advantage of these market events

IRONSHIELD Financial Planning’s “Fly On The Wall” update call.
These calls are recorded by Scott Plaskett and allow you to get a behind-the-scenes look at one of his professional update calls. Watch and listen as a “fly on the wall” and get some of the most valuable information you will find on the Internet.

Mike Flux – Market Update and Investment Alternatives Q2-2017

MichaelFlux_1000x1230

In this video, I speak with Mike Flux, Senior Vice President and Portfolio Manager of Connor Clark & Lunn Private Capital to chat about their investment outlook from Q2 of 2017. We also discuss how to interpret the current events, and how to properly position portfolios to take advantage of these market events

IRONSHIELD Financial Planning’s “Fly On The Wall” update call.
These calls are recorded by Scott Plaskett and allow you to get a behind-the-scenes look at one of his professional update calls. Watch and listen as a “fly on the wall” and get some of the most valuable information you will find on the Internet.

Mike Flux – Market Update and Investment Alternatives Q1-2017

MichaelFlux_1000x1230

In this video, I speak with Mike Flux, Senior Vice President and Portfolio Manager of Connor Clark & Lunn Private Capital to chat about their investment outlook from Q1 of 2017. We also discuss how to interpret the current events, and how to properly position portfolios to take advantage of these market events

IRONSHIELD Financial Planning’s “Fly On The Wall” update call.
These calls are recorded by Scott Plaskett and allow you to get a behind-the-scenes look at one of his professional update calls. Watch and listen as a “fly on the wall” and get some of the most valuable information you will find on the Internet.

Mike Flux – Market Update and Investment Alternatives Q4-2016

MichaelFlux_1000x1230

In this video, I speak with Mike Flux, Senior Vice President and Portfolio Manager of Connor Clark & Lunn Private Capital to chat about their investment outlook from Q4 of 2016. We also discuss how to interpret the current events, and how to properly position portfolios to take advantage of these market events

IRONSHIELD Financial Planning’s “Fly On The Wall” update call.
These calls are recorded by Scott Plaskett and allow you to get a behind-the-scenes look at one of his professional update calls. Watch and listen as a “fly on the wall” and get some of the most valuable information you will find on the Internet.