Blog: Cutting Through the Noise

Personal Investing

Who's This Money for Anyway?

Excerpt from Tom Bradley's blog on February 7, 2007

This past weekend I came across an investment situation that I see quite often. It relates to the portfolios of super seniors (80 plus years). The situation is this: The senior has a regular income from a pension plan or ...

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Ivy League Lessons

Excerpt from Tom Bradley's blog on February 1, 2007

The January 20th issue of The Economist had a good article on the investment success that American university endowments have had. The article points out that these endowments have done better than other types of investors (pension funds being the ...

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The ETF Diaries - Part 2

Excerpt from Tom Bradley's blog on January 22, 2007

Jonathan Chevreau's column in today's Financial Post provides more data on the Claymore ETFs of which I spoke in a recent posting ( ETFs' I've Seen This Movie Before ). The column reinforced some of the views I put forward: ...

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Yearly Predictions

Excerpt from Tom Bradley's blog on January 18, 2007

I've been under the weather over the last week and have had lots of time to sit and read. Thank goodness I've had other things to read besides the newspapers, otherwise I'd be going crazy right now. For a few ...

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Going Global

Excerpt from Tom Bradley's blog on January 18, 2007

Posted by Scott Ronalds For a while, my partner Tom Bradley has been talking about how Canadian investors are less diversified than they should be ( Feeling Comfortable? Maybe it's Time to Shake Up Your Portfolio ). At times, it's ...

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In Investing or Exercise, There are No Quick Fixes

Excerpt from Tom Bradley's blog on January 12, 2007

The Globe and Mail, Report on Business Published January 12, 2007 The YWCA that I go to is always busier in the early part of January. This year is no exception. As part of our New Year's resolutions, we all ...

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If these Investment Vehicles were Ice Cream, I'd Take Vanilla

Excerpt from Tom Bradley's blog on December 18, 2006

The Globe and Mail, Report on Business Published December 15, 2006 I've been in the investment business since 1983 and I find that with each passing year simplicity becomes more and more appealing. And I don't think I'm alone; it's ...

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U.S. Housing: Long, Extreme Up Cycle... Quick, Painless Down Cycle? Not Likely

Excerpt from Tom Bradley's blog on December 16, 2006

There was an article in the Wall Street Journal this week (December 13, 2006) which suggested that first-time buyers were starting to look at homes again. The reasoning was that prices had come down a little and affordability was better. ...

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ETFs - I've Seen This Movie Before

Excerpt from Tom Bradley's blog on December 7, 2006

Exchange-traded funds (ETFs) are a great product. They provide exposure to the equity market for a reasonable price. If you buy the iShares XICs, you can be assured of getting the return of the S&P/TSX 60 for only 0.17%. That's ...

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Income Trusts: It's all About the Fundamentals

Excerpt from Tom Bradley's blog on November 17, 2006

The Globe and Mail, Report on Business Published November 17, 2006 "It's like a spotlight in the darkness... it focuses on what's moving and everything else is blotted in the darkness." Those words came from Eric Sevareid in a PBS ...

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A Trick and a Treat

Excerpt from Tom Bradley's blog on November 8, 2006

My colleague, Scott Ronalds (last seen on the beach in Hawaii), has written some comments on the tax changes of last week. Here they are: Finance Minister Flaherty's Halloween announcement that income trusts will lose their tax advantaged status by ...

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Income Trusts II - There's Still Stuff to Worry About

Excerpt from Tom Bradley's blog on November 2, 2006

The attention will be focused on the government's tax announcement for a while to come, but we shouldn't forget that there are other things to think about with regard to the income trust market. The tax changes have certainly shaken ...

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