Investing Strategies & Personal Finance

From time to time, throughout history, a breakthrough occurs. Sometimes that breakthrough is in medicine; sometimes in science; sometimes in technology; and, on rare occasions a breakthrough occurs in the world of finance.  About two years ago, we discovered an amazing fact in the world of buying and selling equities on the public market. This fact recognizes that current technology permits us to make trading decisions based 100% on observing the current Market Consensus which tells us what the market is thinking and where the market is headed.  Market Consensus processes vast amounts of information—such as economic data, company performance, geopolitical events, and investor sentiment—resulting in stock prices that reflect the collective assessment of all available information at any given time.

Our breakthrough technology is encapsulated in how to capitalize on this collective wisdom of the market. I will show you how this breakthrough works and how it totally revolutionizes the timing of when to be in the market and how to be in or out of the market, with no guessing; no hoping; no buy-and-hold; no magic; no tricks. This breakthrough is truly a paradigm shift in how to make money in the stock market. This is a must-attend session that just might change your financial life for the better...in a big way! 

It is important for retirees to create an income strategy that produces the income they need today and in the future. In other words, retirees need to balance the need for short-term liquidity and long-term opportunity for growth.

One of the most significant risks for retirees is the sequence of returns risk. In other words, sequence of returns withdrawing income from an underperforming portfolio. It is also important to address inflation risk because the longer that retirees need to depend on their portfolio for income, the greater the likelihood they will experience a market downturn or recession.

In this session, we will discuss strategies to optimize sources of retirement income and improve cash flow in retirement. 

This webinar introduces tax-saving strategies for business owners and high-net-worth individuals. It covers Captive Insurance Companies' role in risk management and tax savings and their broader benefits, such as asset protection, wealth accumulation, and business stability. The presentation will also outline different strategies for tax minimization when converting a large IRA to a Roth IRA. 

Tired of investing in something that provides you with ZERO resources or collateral? What do you do when a stock or mutual fund tanks? Make your next investment a collateralized one with trust deeds. Learn more about the investment that has been providing investors like yourself with passive fixed income for decades. It’s time to stop looking for yield in all the wrong places. 

Join Whitney Elkins-Hutten, director of investor education with PassiveInvesting.com, for an exclusive presentation on how promissory notes can be a game-changing tool in a high-net-worth investment strategy. Discover how these notes deliver steady returns and unlock unique opportunities in today’s volatile market. You’ll learn what a promissory note is, where it fits in the capital stack, and how it differs from riskier private credit deals. Gain valuable insights into why top-tier investors are increasingly turning to promissory notes as a low-risk, high-reward addition to their portfolios. Plus, walk away with actionable strategies to seamlessly integrate these notes into your investment plan, ensuring you maximize returns while staying aligned with your broader financial goals. 

Join Peter Merrick, an internationally recognized expert in life insurance solutions and learn about an often missed secure government sanctioned investment alternative. In this action-packed presentation you will leave with a new understanding and appreciation of why you need to include life insurance in your financial portfolio. Discover how participating and universal life insurance can maximize your returns while minimizing your tax liabilities. Leveraging government-legislated tax policies, these financial solutions offer tax-free growth, tax-free access to funds, and tax-free wealth transfer, making them indispensable tools for optimizing your financial future. Don't miss this opportunity to unlock the best-kept secret in financial planning and transform your investment strategy.  

In a polarized world with an out-of-control legal system and sky-high jury awards, find out how to keep your wealth and assets safe.  

For fixed-income investors, the world is changing – and that means your investment approach must, too. Learn from long-time bond market expert Dan Fuss about how the geopolitical environment, the climate outlook, and the economic and market backdrops are evolving, and how to best position your portfolio to maximize return and minimize risk.   

Providing financial support to your children and grandchildren can be a very rewarding experience. But how can that best be done? In this presentation, learn how best to invest in your children’s and grandchildren’s educational and financial future to ensure that your gifts align with both your individual and family goals. 

In this 30-minute presentation, Sue O’Reilly of the Toronto Investors and Traders Stocktwits Meetup Group will show you, step by step, how to "game" the 11 Sectors of the S&P 500 to find high dividend-paying stocks in an industry group likely set to move higher.