Nothing is worse than feeling regret.

And this is even more so when it comes to your investments or plans for your retirement.

In this episode, Wes tackles the topic of regrets and how to avoid them in regard to your investments and retirement plans. He explores common past investment mistakes and the importance of having a plan in place and listening to experts.

Wes discusses:

• The repeated pattern of economic cycles and the inevitability of recessions
• Some examples of regrets with people who invested in GICs and lost money due to inflation.
• Why do people resist change and don’t take advantage of opportunities
• The importance of taking action and having a plan in place to ensure success and avoid regrets
• The greatest financial risk during periods of recession or inflation is making misinformed and poor financial decisions
• The importance of avoiding the tendency to chase investments during market upsides and instead focus on investing in quality companies.
• Why you should listen to experts who know and understand the market rather than making choices desperately
• And more!

Resources:

• “Know You Can: No More Excuses” – by Wesley Forster
• Ep. 11: How Do Top Portfolio Managers Posture During Economic Turmoil With David Fingold

Connect with Wesley Forster:

• (403) 269-4640
• Toll-Free: 1.888.816.7020
• Wes@hsifinancial.com
• clientcare@hsifinancial.com
• LinkedIn: Wesley Forster
• HSI Financial Group
• Facebook: HSI Financial Group

Have you ever wondered what a portfolio manager does and how they take advantage of a perceived negative event like a market correction?

In this episode, Wes speaks with David Fingold, Vice President and Senior Porfolio Manager with Dynamic Funds, about the asset managers’ role. David shares his dedication to the portfolios he manages, how he plans to take advantage of the current situation in the market, why he’s optimistic about the current economic environment, and how optimism leads to investment opportunities.

David discusses:

• How he’s posturing to take advantage of market corrections and rising interest rates
• How optimism feeds a portfolio manager’s ability to see opportunities in good companies who are market leaders
• Why investors can be optimistic about the future
• Why he solely invests in the portfolios he manages
• And more

Resources:

• “Know You Can: No More Excuses” – by Wesley Forster

Connect with Wesley Forster:

• (403) 269-4640
• Toll-Free: 1.888.816.7020
• Wes@hsifinancial.com
• clientcare@hsifinancial.com
• LinkedIn: Wesley Forster
• HSI Financial Group
• Facebook: HSI Financial Group

About Guest:

David Fingold is the Vice President and Senior Portfolio Manager at Dynamic Funds. He joined Dynamic in 2002 and became the Vice President in 2018. Prior to obtaining his current job title, David graduated with distinction from Babson College in Massachusetts in 1988.

The financial consumer is experiencing high levels of uncertainty with inflation, stock market fluctuations and high interest rates. Learn how to bulletproof your financial plan in times like these.

In this episode, Wes dives into planning for retirement with his secret weapon, the Financial MRI, which works as a “catch-all” to determine what you might be missing, the gaps that can be filled and what your next steps are.

Wes discusses:

• How you can take control of your future by sitting down with our financial planners
• What you should be looking for from a financial planner
• How a Financial MRI can help you fill those gaps in your financial plan
• The importance of finding a financial planner that works for you and leaves you feeling confident every step of the way
• And more!

Resources:

• “Know You Can: No More Excuses” – by Wesley Forster

Connect with Wesley Forster:

• (403) 269-4640
• Toll-Free: 1.888.816.7020
• Wes@hsifinancial.com
• clientcare@hsifinancial.com
• LinkedIn: Wesley Forster
• HSI Financial Group
• Facebook: HSI Financial Group