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David Allard

The emperor's new clothes

Aug 14, 2014 / 5:00 am

The wealth market faces increasing competition and declining product differentiation. The wealth industry is responding to these emerging trends with “new” and “unique” investment vehicles promising enhanced features, lower risk and low correlation to traditional stocks and...

Geopolitical tensions rattle markets

Jul 24, 2014 / 5:00 am

The Big Picture Geopolitical tensions rattle markets The spectre of rising geopolitical tensions in Ukraine and Gaza cast a shadow over an otherwise positive week in the markets. News that a passenger jet was tragically shot down in Eastern Ukraine Thursday may prove to be a turning point in...

Euro debt woes re-emerge

Jul 17, 2014 / 5:00 am

Big Picture Euro debt woes re-emerge Europe’s debt woes jumped back into the headlines this week trumping other economic, geopolitical and corporate developments. Word that one of Portugal’s biggest-listed banks had delayed coupon payments on some short-term debt securities...

Why buy money market funds?

Jul 3, 2014 / 5:00 am

Money-market mutual funds have an important role in many investors' portfolios. Money-market funds benefit investors most during inflationary times. They were created in the U.S. in the mid-1970s when oil prices, inflation and interest rates were soaring. Before they became available,...

Are we there yet?

Jun 26, 2014 / 5:00 am

Deciding to manage your own investments can seem like a wise financial decision when your returns have been low, your fees constant and your financial advisor has had nothing new to say for the past six months. At first blush, the process doesn’t even seem that complicated: pick some good...

ECB rolls out stimulus measures

Jun 12, 2014 / 5:00 am

The Big Picture ECB rolls out stimulus measures The European Central Bank (ECB) was the newsmaker of the week as it announced economic stimulus measures to prop up the euro-zone economy and stir inflation. ECB bank chief Mario Draghi slashed borrowing costs on a number of fronts starting...

Estate planning isn't just for the wealthy

Jun 5, 2014 / 5:00 am

For many, estate planning sounds lofty and complicated, but it really isn’t. Everyone should give careful consideration to the financial, legal and tax issues that will affect the transfer of your assets to your beneficiaries. At any age, an estate plan can help you: Set a value on your...
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On mixing business and personal

May 29, 2014 / 5:00 am

Life is about balance; in most things we do, there are equal and opposite reactions to the decisions we make. Money is no exception, particularly where we use strategies that defer or exempt us from tax, or protect our assets from risk. One example: a curious child and a bee’s nest. The...

US stocks pull back from records

May 22, 2014 / 5:00 am

The Big Picture Weak euro-zone growth, mixed US economic readings cloud outlook Word of slowing growth in Europe sideswiped markets this week while continued mixed signals south of the border re-ignited global growth worries. In Europe, Q1 GDP growth for the euro zone came in at 0.2% missing...

Unintended consequences

May 15, 2014 / 5:00 am

Often it’s the unintended consequences of an event that impacts our lives, rather than the obvious one. An example many of us experience everyday are suburbs. The development of railways in the 1800s to connect the east and west coasts of the continent made it possible for more people to live...

Don't talk to me about insurance!

May 8, 2014 / 5:00 am

Most of us have the same visual when it comes to insurance: the friend or acquaintance that has nothing but our best interests at heart, trying to convince us that our future generations will perish destitute because of our irresponsible decision to not purchase a policy from them. Often, this...

Between a marshmallow and a hard place

May 1, 2014 / 5:00 am

I was watching a TED Talk by Joachim de Posada on a study that was done several years ago with a group of four-year-old children: the group of kids was each given a marshmallow and told if they could wait 15 minutes before they ate it, they would receive another, if they ate it before the time was...

On living and dying

Apr 23, 2014 / 5:00 am

Our ability to live beyond our years has nothing to do with medical science; we will all live longer than our physical bodies, each of us will leave behind a personal legacy made up of our deeds, our words, our actions and our material goods. Legacies are passed down many different ways. For...

Valuation fears grip markets

Apr 16, 2014 / 5:00 am

The Big Picture Valuation fears grip markets Growing concerns about the level of stock market valuations sparked a risk-off trade in global markets this week. Investors are worried that many companies’ high share prices aren’t justified in the face of increasingly muted...

US Fed assures on interest rates

Apr 9, 2014 / 5:00 am

The Big Picture US Fed assures on interest rates The week got off to a good start with supportive comments from Fed chief Janet Yellen who assured the markets that low interest rates were here to stay. Yellen’s comments come on the heels of a Fed policy meeting over two weeks ago at...

The big picture

Apr 2, 2014 / 5:00 am

Positive US economic data fails to impress The trend to more upbeat US economic data continued this week but it wasn’t enough to carry markets higher. The most recent encouraging sign was durable goods orders which rose, a better-than-expected, 2.2% in February from a month earlier. That...

Weekly market strategy

Mar 19, 2014 / 5:00 am

Big Picture All eyes on Crimean referendum The crisis in Ukraine took center stage this week ahead of Sunday’s referendum to determine if Crimea will secede from the country and join Russia. The US has said it will not recognize the breakup of the country and has threatened a wide...

Market Watch

Mar 12, 2014 / 5:00 am

Big Picture Geopolitical risk remains at the fore; Fluid situation in Ukraine suggests need for vigilance The S&P500 remains close to a record level as better than expected February jobs data in the U.S. offset ongoing uncertainty over the situation in Ukraine. Russia said its...

Snow on the highway: silver in the lining

Mar 5, 2014 / 5:00 am

This past Sunday I drove from Kelowna to Powell River. For those of you who’ve never had to, particularly in winter, it means rising in the wee hours; managing a treacherous journey on the Coquihalla; avoiding white knuckled Vancouver drivers on snow covered highways and timing two different...

Reconcilable differences

Feb 26, 2014 / 5:00 am

They say that if you ask three witnesses to an accident what happened, you’re likely to get three different stories. We all have our own lens through which we see the world – shaped by our experiences, our family and our geography. Now imagine we aren’t talking about a fender...
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About the Author

Jeff Stathopulos, CIM, CFP, Portfolio Manager

After two decades in the financial services industry, Jeff's experience as an advisor and branch manager define his approach to providing customized financial planning, estate planning, and managed income solutions. Key to this approach is a thorough understanding of the unique challenges and goals that exist in every client's life. He is a partner in Navigation Wealth Management.

Jeff holds the Certified Financial Planning and Chartered Investment Manager designations. He lives in Kelowna with his wife Tanya, and their two (almost adult) enterprising children.

 

You can contact Jeff by email at [email protected]

Website:  www.yourlifeyourplan.ca




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The views expressed are strictly those of the author and not necessarily those of Castanet. Castanet presents its columns "as is" and does not warrant the contents.



These articles are for information purposes only. It is recommended that individuals consult with a financial advisor before acting on any information contained in this article. The opinions stated are not necessarily those of Scotia Capital Inc. or The Bank of Nova Scotia. ScotiaMcLeod is a division of Scotia Capital Inc., Member CIPF.



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