Roosdahl Wealth Management

I create and actively maintain customized financial and investment plans for families and businesses.

/*********/
The opinions, endorsements, and recommendations expressed in my profile do not necessarily reflect those of National Bank Financial Inc (NBF). This site and electronic communications will be monitored by NBF for compliance purposes.

One-Legged Stool – Multiple Expansion 07/23/2024

'Weaker data, which has been the norm over the past couple of months following stronger data earlier in the year, is good news as that likely means inflation continues to come down. Yet, if the economic weakness goes too far, then the market multiple will become more sensitive to recession risk compared to inflation risk.'

One-Legged Stool – Multiple Expansion purposeinvest.com

07/17/2024

The latest update from Stefane Marion, Chief Economist: Negative economic surprises and rising unemployment https://livesocial.seismic.com/aUHi1i

Efficient Frontier Shifts Right 07/10/2024

'...diversification has become harder to come by in a more correlated world':

Efficient Frontier Shifts Right purposeinvest.com

Capital gains reserve more beneficial after inclusion rate hike 06/28/2024

"When a taxpayer sells capital property and receives payment over multiple years, they may be able to claim a capital gains reserve. "

Capital gains reserve more beneficial after inclusion rate hike investmentexecutive.com

1997 or 2000? 06/26/2024

"...if this market has similarities to the 1990s dotcom bubble, what year is it? Closer to 2000 than 1997, in our opinion."

1997 or 2000? www.purposeinvest.com

06/19/2024

The latest update from our Chief Economist Stefane Marion:
*The main factors behind rate cuts in Canada
*Opportunities and challenges for the American economy
*Market performance: a good first half to the year

Economic Impact | National Bank www.nbc.ca

Is It Over? 06/18/2024

'Is inflation over? From highs Canada CPI has gone from 8.1% to 2.7%, UK from 11% to 2.3%, Japan from 4.3% to 2.5%, Eurozone 10% to 2.6% and the US from 9% to 3.3%. The improvement in U.S. data recently was certainly welcome inflation news. '

Is It Over? www.purposeinvest.com

Crisis Alpha 06/11/2024

'Bonds still work, and a bit more defensive diversifiers is clearly warranted in a positively correlated world - everything in moderation. '

Crisis Alpha www.purposeinvest.com

05/24/2024

The latest update from our Chief Economist, Stefane Marion: https://livesocial.seismic.com/a2XQdH

More Bad News S’Il Vous Plaît 05/24/2024

'...weak economic data helps bond yields come down, softens inflation fears, and opens the door a little more for central bank rate cut optimism, which allows the stock market to trade at a higher valuation multiple. Stocks up, bonds up—perfect! The problem is that this will work until bond yields have cooled enough, and then the market may start to fret about a lack of economic growth.'

More Bad News S’Il Vous Plaît www.purposeinvest.com

05/14/2024

The Canadian economy is showing signs of slowing down. In this NBI podcast, National Bank Financial Markets' economist Daren King takes stock of the situation. https://livesocial.seismic.com/ayY6Aw

04/30/2024

Should investors fear recessions? Are GICs a risk-free alternative? Are rate hikes bad for stocks? These are some of the 19 common investment beliefs fact-checked and put into perspective by NBI's CIO Office. https://livesocial.seismic.com/aGKy_G

04/26/2024

Back to square one for the Fed? - Check out the latest video from our Chief Economist and Stefane Marion: https://livesocial.seismic.com/ausXw8

Dividend Depression 04/09/2024

'...over the past year, the TSX has been up about 13%, while the Dow Jones Canada Select Dividend Index (a good proxy for dividend investing) has been up 3%. Trailing in an upmarket is fine, but not by that much'

Dividend Depression www.purposeinvest.com

5 reasons why equities could defy the odds 04/08/2024

5 reasons why equities could defy the odds advisoranalyst.com

03/27/2024

'Market records against the backdrop of a weak economy' -- watch the latest video from our Chief Economist Stefane Marion: https://livesocial.seismic.com/a0vvtN

A Bubbly World 03/07/2024

"If we are living in a world more prone to bubbles (or mini bubbles), should our investment process change?..."

A Bubbly World www.purposeinvest.com

Nobody Controls Risk in an Index 02/26/2024

In the past year 9.1% of the rise of the S&P 500 has been due to the Magnificent 7. It's safe to say the index is somewhat concentrated...

Nobody Controls Risk in an Index www.purposeinvest.com

5 keys to investing in 2024 02/14/2024

5 keys to investing in 2024 advisoranalyst.com

Conflicting Forces 02/08/2024

"In the heart of every market lies a fierce clash between bulls and bears, where optimism battles pessimism and greed contends with fear..."

Conflicting Forces www.purposeinvest.com

01/24/2024

A good article from AGF Investments:

livesocial.seismic.com eng4e.seismic.com

01/20/2024

Our Chief Economist & Strategist, Stefane Marion on BNN:

Seismic LiveSocial

Want your business to be the top-listed Finance Company in Surrey?
Click here to claim your Sponsored Listing.

Telephone

Address

Suite 100 2121 160th Street
Surrey, BC
V3Z9N6

Other Surrey finance companies (show all)
Khalsa Credit Union Khalsa Credit Union
8788 120 Street
Surrey, V3W3N6

To be the most successful Sikh Credit Union. To care about our community and contribute to Sikh education, culture and religion.

Shavy Sachdeva_TD Shavy Sachdeva_TD
15960 Fraser Highway
Surrey, V4N0X8

Investment Specialist with TD Bank

Mary Wu Mary Wu
200-15127 100 Avenue
Surrey, V3R0N9

Create protection and wealth for Canadian Family since 2010. Life insurance, critical illness, etc.

Coast Capital Savings Coast Capital Savings
6350 120 Street Unit 100
Surrey, V3X3K1

JakeY Financial Advisor JakeY Financial Advisor
14980 104 Avenue
Surrey, V3R1M9

Jeri - Mary Magallones Jeri - Mary Magallones
6906 King George Boulevard
Surrey, V3W4Z9

We inspire you to take charge of your Financials and show you how you can build&preserve your wealth

educate financial educate financial
Surrey

�Learn #Financial #Education The more you know, The more you keep

Insure Life Financial Group Insure Life Financial Group
200-13737 72nd Avenue
Surrey, V3W2P2

We take pride in working towards our mission, and working according to our core values.

Raghav Sharma- Wealth Management Services Raghav Sharma- Wealth Management Services
5550 152 Street #206
Surrey, V3S5J9

In everything we do at our company's core, we believe in truly making lasting connections.

Samuel Abiola Adenekan - Sun Life Financial advisor Samuel Abiola Adenekan - Sun Life Financial advisor
170/10470 152nd Street
Surrey, V3R0Y3

Millennial Money Guide Millennial Money Guide
9778 157
Surrey

I help ambitious women take control of their money and live their best lives, without giving up all the things that they love. Work with me to achieve millionaire status in your li...