Episodios

  • MLD Market Update - August 2024
    Aug 5 2024

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    Welcome to the MLD Wealth Money Matters podcast. Today, we're diving into the current market dynamics following a recent pullback in the broader market especially the Nikkei, Nasdaq and the S&P500.

    Despite recent volatility, such pullbacks are a normal part of market cycles. They often present buying opportunities for long-term investors. As we navigate through this quieter week, the focus will likely remain on key economic indicators and any significant corporate news that might influence market directions.

    Stay tuned for more insights and detailed analysis here on MLD Wealth Money Matters.

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    14 m
  • MLD Market Update - July 2024
    Jul 4 2024

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    Welcome to this month's episode of Money Matters, where Chad Larson, the seasoned Portfolio Manager of MLD Wealth, shares his insights. Today, Chad dives into the current market dynamics, focusing on the electoral cycle of US politics, How the mid-year point of the market points towards a positive end of year and reconfirms his bullish stance for the market through 2025.

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    27 m
  • MLD Market Update - June 2024
    Jun 5 2024

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    Welcome to this month's episode of Money Matters, where Chad Larson, the seasoned Portfolio Manager of MLD Wealth, shares his insights. Today, Chad dives deep into the current market dynamics, focusing on the Bank of Canada's recent decision to cut rates before the US Federal Reserve and its impact on the Canadian dollar. Chad also discusses the exciting new opportunities with the Alterna Private Income Portfolio, explaining why he's enthusiastic about what it offers for clients. Whether you're a seasoned investor or just starting out, you'll find valuable takeaways to help you navigate the evolving financial landscape. Tune in to gain a deeper understanding of these significant developments and how to position yourself for success in the coming months.

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    29 m
  • MLD Market Update - May 2024
    May 1 2024

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    Welcome to this month's episode of Money Matters, where Chad Larson, the seasoned Portfolio Manager of MLD Wealth, shares his insights. Today, Chad will discuss the current dynamics of the market and why he remains constructive and excited about the potential ahead in 2025 and the remainder of 2024. With an in-depth analysis of recent trends and an eye towards future opportunities, Chad will outline the reasons that are shaping his positive outlook. Whether you're a seasoned investor or just starting out, you'll find valuable takeaways to help you navigate the evolving financial landscape. Tune in to gain a deeper understanding of what's driving the markets and how to position yourself for success in the upcoming months.













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    26 m
  • MLD Market Update - April 2024
    Apr 4 2024

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    Join Chad Larson, Senior Portfolio Manager at MLD Wealth as he reflects on navigating through two challenging years in the market and celebrates the promising start to this year. Chad will delve into the intricate workings of the investment cycle, shedding light on our meticulous approach to capital positioning, always tailored to meet the unique needs of our clients.

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    22 m
  • MLD Market Update - March 2024
    Mar 5 2024

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    Welcome to MLD Money Matters, your go-to podcast for all things finance, where we break down complex market trends into manageable insights. Today, we're diving into the factors shaping the global markets this year.

    And now, for a bit of thrilling news I've been eagerly waiting to share with you all. After months of meticulous planning and rigorous approvals, we're on the brink of launching a bespoke private alternatives portfolio. This innovation is set to revolutionize access to some of the world's most exclusive capital managers, offering our clients a more cost-effective gateway to select private investment opportunities.

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    18 m
  • MLD Market Update - February 2024
    Feb 5 2024

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    In this episode Chad introduces MLD's newest Partner and Senior Investment Advisor Mehul Sudra and discusses Gurman Arora's promotion to Senior Financial Planner to lead the groups Wealth Enhancement Services platform.

    Additionally Chad discusses his thoughts on inflation, immigration, the Fed and positioning strategies in core portfolios.

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    22 m
  • MLD Market Update - 2024 Outlook
    Jan 2 2024

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    As always, our priority is to ensure your financial well-being and peace of mind. We look forward to a prosperous 2024, filled with opportunities for growth, both monetarily and in knowledge. Here's to a year of building wealth and maintaining a balanced lifestyle.

    "Thank you for your continued trust in MLD Wealth Management. Wishing you all a fantastic year ahead!"

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    28 m