David Crotin, Investment Advisor of RBC Dominion Securities Inc.

02/08/2025

Business owners and investors, please enjoy this month's letter.

Happy Friday! We've started off slightly behind on publication but plan to stick with a monthly cadence. Please enjoy this month's letter.

09/29/2023

Good afternoon all. It's officially the fall. Hopefully, rates start to drop with the leaves. (Corny joke?) This week we'll continue discussing ideas about how we can take advantage of the inevitable changes in interest rates. We are at a stage where cyclical opportunities approach but will not last forever. Don't forget to check out our upcoming webinar - Estate Planning 101. Signup details are in the letter. Have a great weekend and thanks for reading.

This week's topics:

-->Webinar Reminder: Estate Planning 101

-->Rates Keep Going Higher - But what goes up, must come down: more on how to prepare

-->Why is riding the yield curve even an opportunity? Bonds are rear-loaded now.

-->Food for thought: Mindset - We can accomplish more than we can imagine

Please find the post here: letter.davidcrotin.com

08/18/2023

Hi all. I hope everyone has had a great week. Here are this week's topics we'll cover in the letter. Enjoy!

-Investing in a topsy-turvy world - stick to your plan and leave some room to play
-Is the sky falling? Maybe... But inflation isn't and that means bonds are still vulnerable
-Food for Thought: Can investors beat the market? Well, yes, but no, but yes, but no but...
-RBC DS PAG Global Insight Weekly

06/23/2023

Hi all. Please enjoy this week's letter (via linkedin).

Topic we're covering include:

We need to plan and often don't - but should
How do you plan for markets that are so uncertain?
Tech and Long-term Rates - There's a disconnect and it's not new
Short-Term Interest rates can't provide the same cushion anymore
International: Ukraine Update

07/25/2022

Good morning. I hope everyone had a great weekend.

Just a reminder, I'll be holding a virtual talk next Wednesday describing a new approach to wealth management that focuses on the tools and levers we have under our control including planning, decision-making, and risk management while recognizing that we are not in control of market returns or the economy. Focusing on the latter is the path to managing the former. Please join to learn more by registering here:

https://lnkd.in/g6vgXAGp

07/15/2022

Good afternoon all. Please enjoy my weekly review.

https://www.linkedin.com/posts/david-crotin-masc-cim-qafp-9286b4108_biden-ukrainewar-earnings-activity-6953755984557215744-A8g7?utm_source=linkedin_share&utm_medium=member_desktop_web

06/17/2022

Good afternoon. Please enjoy my weekly review. Have a great weekend.

https://www.linkedin.com/posts/david-crotin-masc-cim-qafp-9286b4108_inflation-cashistrash-ukrainewar-activity-6943607727952728064-W1mO?utm_source=linkedin_share&utm_medium=member_desktop_web

06/12/2022

Please enjoy my weekly market review which I normally post on linkedin.

05/06/2022

Please tune in to today's market overview where we cover the overnight picture, increasing concerns of recession in Europe and the challenges markets are facing.

These are the times that we all need a steady hand to get through the emotions the market can create as we watch the impact on our portfolios. If you have any questions or concerns about your own strategy, please get in touch.

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05/06/2022

It's been a very volatile stretch, with markets swinging drastically on a nearly daily basis. With this kind of market action and increasing fears, it's tempting to think you can get in and out at the right time.

After nearly 30 years as a student of the markets in this business, having traded for several banks, brokerage firms, and hedge funds, I've observed that it's very hard to successfully time the markets.

Picking highs and lows is particularly difficult because inevitably emotions get involved and information is imperfect. The most successful strategy remains to stay invested and avoid trying to time entries and exits to generate excess returns. To learn more, watch this video.

If you have questions or concerns about the market and your investments, please get in touch.