Steve's Investing Insights

Retiring reliably, leaving a legacy or balancing both?
In fall 2010, I posted a blog on the subject of retirement planning: “Is it you … or the kids?” It’s been helpful ever since,

Q&A: What do powerful political plays mean to my investment portfolio?
From the Clinton vs. Trump U.S. presidential elections, to the unfolding U.K. Brexit news, to keeping an eye on our own “T2” prime minister on

Q&A: What is behavioural finance: And what’s it to me?
We have written extensively on evidence-based investing, or how capital markets really operate, and how we can profit from this knowledge. We’ve also dedicated blogs

Building your financial stop-doing list: Stop chasing dividends
During the 20+ years I’ve been a financial advisor, I’ve noticed how often the market keeps playing the same devilish tricks, each time in a

What is “Total-Return Investing”?
What is “total-return investing” and how does it work? In our recent blog post, STOP Chasing Dividends, we argued against employing the perennially popular strategy

The timely and timeless roles of fixed income investing
We are going to take a break from our Financial “Stop Doing” series this month to address a subject that is of both timely and
