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5 foundational investment principles & santa claus rally
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Content provided by The Farwell Group at Scotia Wealth Management. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Farwell Group at Scotia Wealth Management or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Darren Farwell is the founder of the Farwell Group and the senior wealth advisor and director at Scotia Wealth Management. With The Farwell Group, Darren and his team provide simplicity and convenience to the total wealth management experience of successful investors and time starved entrepreneurs.
Darren has over five professional certifications and has been featured in publications such as the Business News Network (BNN), Zoomer Radio, City News, Financial Post, and more. Outside of the office, he is an avid skier, golfer, and fitness enthusiast.
Eddy Leung is a Portfolio Manager and Wealth Advisor at The Farwell Group at Scotia Wealth Management. Over his past 20 years in the wealth management field, Eddy has managed and advised clients through three challenging bear markets.
Since becoming a Portfolio Manager and completing his CFA charter in 2013, Eddy has built and managed customized portfolios for high net worth investors to capitalize on turbulent market trends.
In this episode…Let’s face it: investing is difficult. From the many factors to consider before making an investment, such as when and where to invest, to the jargon thrown around by financial gurus—like “Santa Claus Rally” and “tax efficiency”—it’s easy to feel confused, anxious, and overwhelmed.
Thankfully, financial wealth specialist Darren Farwell of the Farwell Group has five foundational investment principles to guide you through the complicated investment process: diversification, tax efficiency, active management, quality source of income, and rebalancing. By following Darren’s five principles, you’ll be making prudent and profitable investments in no time!
In this episode of The What Has Changed Podcast, Rise25 Co-founder Dr. Jeremy Weisz interviews Darren Farwell and Eddy Leung of The Farwell Group about the dos and don’ts of investing. Listen in as Darren and Eddy talk about everything from the five foundational investment principles to the curious Santa Claus Rally phenomenon—you don’t want to miss this enlightening episode!
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