Jeff Boomer, Investment Advisor of RBC Dominion Securities Inc.

04/03/2020

The past week saw four big up days for equities, and that tells Lori Calvasina that we haven’t seen enough capitulation to signal a new bull run. She believes more lows may lie ahead.As Head of U.S. Equity Strategy at RBC Capital Markets, Calvasina has been listening to big investors and studying market sentiment – and she’s detecting too much calm given the economic storm. On our latest podcast, she explains how investors should approach the current market and prepare for a stronger 2021.

Listen to The 10-Minute Take with RBC Capital Markerts' Head of U.S. Equity Strategy. Lori Calvasina shares how investors can approach the current market.

12/19/2019

How to improve your mental health: 9 keys to your well-being

Caring for your mental health is a crucial part of living a happy, healthy and well-rounded life.

12/12/2018

New Blog Post: Canaries, Doves & Groundhogs (and other financial harbingers). What you can do to protect against what is said on December 19th and what may follow. Link Below.

http://bitly.com/2EpBgxZ

12/08/2018

Wow - did you hear about this? Four in 10 adults, if faced with an unexpected expense of $400, would either not be able to cover it or would cover it by selling something or borrowing money. Source: Federal Reserve.

12/03/2018

How much is YOUR business worth? Knowing what drives valuations can be so very useful for business owners. Check out our latest Perspectives Publication (link below) that is focused on many issues faced by business owners. Please message me for a glossy paper copy or to sit down to discuss what I have done to look for value as a buyer of businesses over the years.
http://bitly.com/2U8dYRG

11/22/2018

What's YOUR game plan? Read RBC's 2019 Outlook (link below) to learn about what's in store for financial markets. We're still on track but time to get ready. Some key takeaways: (1) Value over growth, (2) Large caps over small (3) Focus on dividends (4) Reduce exposure to cyclicals (5) Watch for outliers relative to peers.

http://bitly.com/2eraw4y

10/24/2018

Okay - so this is pretty cool. I recently signed up for Harvard Business Review (hbr.org) and was invited to participate in an inline Harvard Business Case. For those of you who have always wanted to see what a case at HBS is like, I would recommend this for sure. The professors even had the founder from the company (that was acquired by Heineken) to answer questions about details of the transaction. Highly recommended.

10/12/2018

If you are not having a conversation with your advisor about how to protect your portfolio from undesired volatility, pardon me for saying, but you should be! Be diversified (but not overly so) and make sure you are clear with your advisor about your time horizon. Managing our emotional responses to sudden market adjustments is key to keeping on track.

09/11/2018

Warren Buffett famously said he planned to leave his kids "enough money so that they would feel they could do anything, but not so much that they could do nothing.'' Learn how to navigate the transition of family values and wealth to inspire your beneficiaries.

Can wealth become a burden for beneficiaries? We discuss how much is too much when it comes to intergenerational legacy planning. Learn more:

09/07/2018

Such a cool article on simple ways to get more out of our busy lives - and by more I don't necessarily mean more production - just seemingly less stressful, more organized approach to getting through our busy lives.

Have you considered coordinating your nightly bedtime with your partner? Tactics and rituals are the way to stay physically and spiritually healthy.

08/10/2018

How making a "reverse" bucket list can make you happier.

Here’s a productive way to deal with FOMO.

08/07/2018

4 stupidly simple habit changes to lower your work stress this year

No, you don’t have to start meditating.