Advisor bias happens too
As a financial advisor, I am biased. Not because of my profession, mind you, but because of my humanity. All…
On big banks, conflicting compensation and bad behaviour
In last month’s post, “Big banks in big denial,” I commented on an escalating CBC News exposé on how big…
Q&A: Stock markets are at all time highs … should we sell?
Here’s a question I received recently, which rhymes with many I’ve heard before: Now that the Dow has hit 20,000,…
Have low interest rates got you down?
Are you familiar with Shakespeare’s famous advice: “Neither a borrower nor a lender be”? Penned more than 400 years ago,…
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?”…
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…
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…
Interest rates are rising (or falling): What should I do with my bond investments?
Question: What should I do about bond market news? Answer: There is rarely a lack of breaking news related to…
What is an Investment Policy Statement and what should it include?
Your Investment Policy Statement (IPS) is one of the best ways we know of to ensure that you are investing…
The greatest disservice your financial advisor can offer
In Business Marketing 101, one of the first things they teach is the importance of having an “elevator speech” ready…