In this episode, we discuss the current financial market turmoil caused by Trump Administration.

Since the end of March, markets around the world have been in free fall, and the S&P 500 is in a correction by many measures. The reason for the sudden crash is the introduction of substantial tariffs on essentially all imports into the US.

Why is the US changing the way the world trades? Is there a good faith argument for this given the turmoil it's caused? As with any complex issue, the answer is unclear, but we cover the rationale behind tariffs and their potential benefits for U.S. trade relations and Canada's internal trade improvements.

We also discuss what we are doing to manage client portfolios during these challenging times. No one likes to see their portfolio balances go down, it's difficult, but the most important thing is not to panic. Markets cannot go up forever and corrections are inevitable. A dip in the market provides an opportunity for strategic rebalancing, structuring your portfolio for solid growth in the eventual recovery.

If you have questions, topic ideas or want to discuss your own investments please reach out, we'd love to hear from you.info@towerasset.ca

[00:00:00] Market Turmoil Overview

Discussion on the current turmoil in the market due to trade wars and tariffs.

[00:01:31] Impact on Client Accounts

Overview of how accounts are being managed during market fluctuations.

[00:02:10]Understanding Tariff Implications

Analysis of trade imbalances and the potential long-term effects of tariffs.

[ 00:03:23] Opportunities for Canada

Discussion on how tariffs could benefit Canada's interprovincial trade.

[00:04:05] Human Ingenuity in Markets

Emphasis on human creativity in overcoming market challenges.

[00:05:05] Strategic Rebalancing and Deploying Capital

Explanation of the strategy to rebalance client accounts amidst market changes.

[00:06:14] Investment Strategies Overview

Description of three investment strategies: Momentum, Value (Enhanced Index), and Dividend.