Episode 4

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Published on:

28th Oct 2022

#4: Tips for surviving a bear market - Experienced guidance for prosperity and happiness !

I am fortunate to have some really good people to help me do my job. If you listened to podcast number two entitled “Where are we now?” you heard from Nadeem Kassam, Chief Investment Officer with Raymond James Canada, he’s part of my investment committee and then there was Sami Nathoo our financial planner, from our first podcast on rising interest rates and how that affects your financial plan.

In this episode, you will meet my podcast producer and top-notch assistant; Nicholas Saranczuk, as we chat about surviving a bear market and lessons from my book; The Black Belt Investor.

  • What were the worst bear markets for Mary over her more than 30 years managing money? [02:34]
  • Gilbert’s story and the dot-com bubble. [03:45]
  • Lessons learned after the bubble burst. [06:09]
  • The Great Recession of 2008-2009 and how it compares to the pandemic and present bear market. [07:09]
  • Mary's tips for helping clients survive and thrive during bear markets. [10:22]

Thank you for listening

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About the Podcast

The Prosperous and Happy Life
Money doesn’t guarantee happiness, but it sure can help. In this podcast, I bring you expert advice on how to achieve not only wealth …. But happiness too!
I shares tips and experiences from my quest to help my clients be prosperous and happy. Over more than 30 years I have worked with thousands of clients and countless experts, all looking to live a rich and fulfilling life. In my podcast interviews I share my stories and wisdom, along with advice from the many experts I have encountered along the way.

About your host

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Mary Hagerman

Mary Hagerman is an award winning portfolio manager and investment advisor with the Montreal office of Raymond James Ltd. Considered a female pioneer in building ETF-based discretionary portfolios for her clients, Mary is an expert columnist on ETFs for industry publications in French and English, and she is regularly quoted in the media. Mary combines her personal passion for karate with her professional experience in her book, The Black Belt Investor.

This podcast has been prepared by and expressed the opinions of Mary Hagerman, and are not necessarily the opinions of Raymond James Ltd. (RJL). Statistics, data and other information presented are from sources RJL believes to be reliable, but their accuracy cannot be guaranteed. This podcast is for information purposes only and is not to be construed as an offer or solicitation for the sale or purchase of securities. Investors considering any investment should consult with their Investment Advisor to ensure that it is suitable for the investor’s circumstances and risk tolerance before making any investment decision. Past performance is no guarantee of future results. Information provided in this podcast is general in nature and should not be construed as providing legal, accounting and/or tax advice. Should viewers have any specific questions and/or issues in these areas, please consult your legal, tax and/or accounting advisor. RJL is a Member of the Canadian Investor Protection Fund.