Blog

Cutting Through the Noise


March 19, 2018

By Scott Ronalds

The rise of the superstar CEO

Corporate leaders have become celebrities. But is all this attention a good thing?

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February 15, 2018

By Tom Bradley

A once-in-a-year opportunity

As investment dealers start to send out their annual fee and performance reports, it can be a great opportunity to have a more informative discussion with your provider.

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February 6, 2018

By Scott Ronalds

Volatility is back

Volatility is back and the last few days have been turbulent. But it's important to put the recent stock market declines in perspective.

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January 26, 2018

By Tom Bradley

Good for who - Me or you?

Why we love the Questrade ads about the high cost of investing with full-service advisors.

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January 3, 2018

By Scott Ronalds

Fifty-seven thousand five hundred!

With the turn of the calendar comes a fresh $5,500 in contribution room for your Tax-Free Savings Account (TFSA). Even better, the lifetime contribution limit for these accounts now stands at $57,500!

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December 22, 2017

By Tom Bradley

Competition? What competition?

A look at the growing trend of corporate mergers.

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December 8, 2017

By Tom Bradley

Volatility - This is wild

Stock market volatility has been remarkably low this year. CC&L has produced a great chart that shows just how unusual this period has been.

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November 24, 2017

By Salman Ahmed

What Sears can teach you about your pension

Sears' bankruptcy is a good reminder that the terms laid out in a defined benefit (DB) pension plan are not always written in stone.

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October 27, 2017

By Tom Bradley

Ama-conned

238 towns and cities have submitted a proposal to become Amazon's second headquarters. But it's been a colossal waste of time and resources for many of them.

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October 23, 2017

By Tom Bradley

The great trailer fee fight rages on, but the writing is already on the wall

Embedded commissions for investment advisers are going the way of the dodo. Here’s why it’s about time.

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October 18, 2017

By Scott Ronalds

What's up with the low volatility?

Stock market volatility has been particularly low, which is making some investors uncomfortable. Here's our take on it.

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October 6, 2017

By Tom Bradley

Value versus growth

While growth stocks have been shining, there are good reasons to believe value managers will have their day in the sun again.

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September 14, 2017

By Tom Bradley

Making a statement

A recent JD Power survey suggests that most Canadian investors don't fully understand their account statements. If you need help with yours, give us a call!

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August 15, 2017

By Tom Bradley

Bank profits: Are the customers tapped out?

Canadian banks are strong, insanely profitable companies, but their primary customers - individual Canadians - are getting tapped out.

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July 20, 2017

By Tom Bradley

Interest rates and inflation

Tom weighs in on why the recent increase in interest rates is fully justified.

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May 29, 2017

By Tom Bradley

Banks: On the backs of the Canadian public

Everyone has been picking on the banks lately, but we shouldn’t feel sorry for them.

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May 17, 2017

By Scott Ronalds

Of dragons, wealthy barbers and saving more

Observations from an investment lunch with David Chilton.

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May 15, 2017

By Tom Bradley

The fee mystery

An amusing and depressing story about a Wall Street Journal reporter who tries to find out what fees she's paying her investment advisor.

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May 11, 2017

By Tom Bradley

Is a GIC an investment?

Many people think of Guaranteed Investment Certificates (GICs) as investments. But maybe they shouldn't. We explain.

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May 8, 2017

By Tom Bradley

Almost live from Omaha

Key takeaways from the Woodstock for Capitalists.

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May 4, 2017

By Tom Bradley

CRM2 - A missed opportunity

CRM2 presented a great opportunity for Canadian wealth managers, but too many of them whiffed. Here's what they're missing.

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April 18, 2017

By Scott Ronalds

A closer look at America's domination of the global stock market

America increasingly dominates global stock market indices, which isn't such a good thing.

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March 28, 2017

By Scott Ronalds

Best case / worst case

A look at some of the triggers that could cause the markets to climb appreciably higher or spark a meaningful pullback.

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March 10, 2017

By Tom Bradley

Canadian banks: sales or service?

In another case of the big banks behaving badly, TD is in the hot seat for its sales practices.

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March 8, 2017

By Tom Bradley

If not now, when?

Words of wisdom from marketing guru Seth Godin.

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