Blog

Cutting Through the Noise


July 27, 2016

By Salman Ahmed

The ETF industry is evolving, not in a good way

A look at how ETF providers are engaging in the same bad behaviours that the mutual fund industry has been guilty of.

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July 21, 2016

By Scott Ronalds

Investing: An amazing concept that deserves more love

At its core, investing is simply about owning companies. We sometimes forget just why this is a very cool thing.

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July 18, 2016

By Tom Bradley

Investors, advisors welcome to the age of transparency

CRM2 has finally arrived. Here’s what it means to fee and performance disclosure.

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July 14, 2016

By Scott Ronalds

Mid-year review

A recording of our mid-year review webinar, which touches on Brexit, the Founders Fund and our outlook for bonds and stocks.

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July 8, 2016

By Scott Ronalds

Bradley's Brief - Q2 2016

A brief look at the letter from the Prez.

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July 6, 2016

By Tom Bradley

The pitfalls of negative interest rates

The world economy is not designed to work with negative interest rates. It doesn’t mean we shouldn’t invest, but it does require that we proceed with caution.

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June 30, 2016

By Tom Bradley

Happy trails

It appears that trailing commissions, or trailers, are going the way of the dodo bird.

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June 24, 2016

By Tom Bradley

Brexit: What it means and what we're doing

The UK's 'Brexit' referendum has been a jolt to the capital markets. Here's what it means and what we're doing.

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June 22, 2016

By Scott Ronalds

Distribution cuts: Income Fund and Founders Fund

A look at why we're reducing the quarterly distributions for the Income Fund and Founders Fund.

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June 20, 2016

By Tom Bradley

Please sir, I want some more

When I read about the steps the banks are taking to maintain their oligopolistic profits – staff cuts and fee increases – I feel a little like Oliver Twist asking for more gruel.

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June 14, 2016

By Tom Bradley

The older I get ...

Tom's post-holiday reading prompted some words of wisdom from a mentor: "The older I get, the more I realize that simpler is better."

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June 9, 2016

By Scott Ronalds

Checking in on the 5-Year Club

Investors who've been with us for 5 years get a break on their fees. Is it because we appreciate our clients more than the banks and mega-fund companies do? Well, ya.

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