The Advantaged Investor

By: Raymond James Ltd./TMDS
  • Summary

  • Learn how to plan, invest and live smarter, with the Raymond James The Advantaged Investor podcast. Featuring insights from leading professionals, The Advantaged Investor provides valuable perspective for Canadian investors who want to remain knowledgeable, informed and focused on longterm success. Hear industry specialists share resourceful insights on economic events, longevity and retirement planning, growing your financial legacy and more in each discussion-based episode hosted by Chris Cooksey. Whether you already work with a trusted financial advisor or currently manage your own investment plans, The Advantaged Investor provides the engaging wealth management information you value as you pursue your most important goals.
    Raymond James Ltd./TMDS
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Episodes
  • Financial Planning
    Sep 6 2024

    Senior Portfolio Manager Neela White returns to the podcast and joins host Chris Cooksey to discuss financial planning tips for women. A lot of financial planning applies to everyone, which we discuss, but there are important general considerations for women that should be acknowledged, including:

    1. Why should financial planning be different for women?
    2. What are the unique challenges for women?
    3. When should saving/planning start?

    Follow the podcast on LinkedIn: The Advantaged Investor

    Please subscribe, rate and review. Reach out at advantagedinvestorpod@raymondjames.ca.

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    14 mins
  • Fixed Income – First Half Review and a Look Ahead (Episode 101)
    Aug 20 2024

    Head Fixed Income Trader Harvey Libby joins host Chris Cooksey for his regular update visit to review 2024 so far and where we may be heading, including:

    • Review of the year so far
    • Rates/Inflation
    • Opportunities

    Follow the podcast on LinkedIn: The Advantaged Investor

    Please subscribe, rate and review. Reach out at advantagedinvestorpod@raymondjames.ca.

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    16 mins
  • Market Volatility and a Mid-Year Equity Market Update (Episode 100!)
    Aug 7 2024

    Head of Investment Strategy Neil Linsdell joins host Chris Cooksey for his regular update visit to discuss the recent market volatility and give an overview of what has gone on so far in 2024, including:

    • Review of 2024 so far
    • Recent volatility
    • The Sahm rule
    • Interest rates
    • Magnificent 7 and AI
    • Tech stock trends

    Follow the podcast on LinkedIn: The Advantaged Investor

    Please subscribe, rate and review. Reach out at advantagedinvestorpod@raymondjames.ca.

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    20 mins

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