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Read more about the article Four Lessons Delivered in 2020

Four Lessons Delivered in 2020

  • Post published:January 13, 2021

Sometimes, it takes years for key investment lessons to play out to the point we get to say, “See? Told…

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Read more about the article It’s official: Canadian investors are on their own

It’s official: Canadian investors are on their own

  • Post published:July 11, 2018

From my perspective, June was a disappointing month for investors.  This didn’t have anything to do with the global stock…

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Read more about the article Simple investing isn’t easy

Simple investing isn’t easy

  • Post published:June 5, 2018

In my last post, Why Simplicity Beats Complexity, I covered why simplicity often beats complexity, especially when investing.  To quote…

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An Odd Way to Invest

  • Post published:March 14, 2018

Today’s post is inspired by a recent conversation with my two teenage kids.   They were humouring me one day,…

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Read more about the article Battle of the Brains: Market Portfolio 1, Fancy Hedge Fund 0

Battle of the Brains: Market Portfolio 1, Fancy Hedge Fund 0

  • Post published:December 4, 2017

Over a decade and after costs, which approach should come out ahead: investing in a simple, S&P 500 index fund,…

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Advisor bias happens too

  • Post published:July 21, 2017

As a financial advisor, I am biased.  Not because of my profession, mind you, but because of my humanity. All…

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Read more about the article On big banks, conflicting compensation and bad behaviour

On big banks, conflicting compensation and bad behaviour

  • Post published:May 8, 2017

In last month’s post, “Big banks in big denial,” I commented on an escalating CBC News exposé on how big…

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Q&A: Stock markets are at all time highs … should we sell?

  • Post published:February 3, 2017

Here’s a question I received recently, which rhymes with many I’ve heard before: Now that the Dow has hit 20,000,…

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Beware of the silly season of investment advice

  • Post published:December 18, 2016

This is a trick title, because it seems there are always examples of financial forecasting foolishness. But it does seem…

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Read more about the article Retiring reliably, leaving a legacy or balancing both?

Retiring reliably, leaving a legacy or balancing both?

  • Post published:September 20, 2016

In fall 2010, I posted a blog on the subject of retirement planning: “Is it you … or the kids?”…

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