Four Lessons Delivered in 2020
Sometimes, it takes years for key investment lessons to play out to the point we get to say, “See? Told…
It’s official: Canadian investors are on their own
From my perspective, June was a disappointing month for investors. This didn’t have anything to do with the global stock…
Simple investing isn’t easy
In my last post, Why Simplicity Beats Complexity, I covered why simplicity often beats complexity, especially when investing. To quote…
An Odd Way to Invest
Today’s post is inspired by a recent conversation with my two teenage kids. They were humouring me one day,…
Battle of the Brains: Market Portfolio 1, Fancy Hedge Fund 0
Over a decade and after costs, which approach should come out ahead: investing in a simple, S&P 500 index fund,…
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,…
Beware of the silly season of investment advice
This is a trick title, because it seems there are always examples of financial forecasting foolishness. But it does seem…
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?”…