Blog

Cutting Through the Noise


December 28, 2016

By Tom Bradley

Another world

Tales of a baby boomer investment guy at a digital marketing conference.

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December 21, 2016

By Tom Bradley

50 million more reasons for CRM2 - Episode 4

With BMO being the latest bank guilty of double-charging their clients, the new client reporting regime ("CRM2") can't come soon enough.

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December 19, 2016

By Tom Bradley

Investors, make this temperamental market your friend

Don’t read too much into the market’s mood swings. Instead, take advantage of these times.

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December 15, 2016

By Tom Bradley

Holy shit ... 9.4%

Successful investing isn’t just about hot managers and low fees. There are a whole host of factors that go into it, the most important being asset mix and investor behavior.

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December 13, 2016

By Tom Bradley

OMG ... the markets are hitting new highs!

With stock markets being so strong, we're hearing it a lot lately. "The Dow Jones hit a new high today." Or, "The winning streak continues." And closer to home, "The TSX surged into record territory today."

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December 9, 2016

By Tom Bradley

You've been sold – Part 27

Unlike branch banking, investment management is an anti-scale business.

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December 8, 2016

By Tom Bradley

Getting comfortable with being uncomfortable

Words of wisdom on dealing with uncomfortable moments in the markets.

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December 5, 2016

By Tom Bradley

Don't sweat the return outlook

Investors hate risk, but at times the biggest risk is not investing at all.

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November 29, 2016

By Scott Ronalds

The agonizing reality of moving an account

A rant about Canada's slow moving banks.

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November 28, 2016

By Scott Ronalds

Year-end distributions

All you need to know about distributions, and the estimated year-end figures for our funds.

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November 24, 2016

By Tom Bradley

It's all about Trump ... or is it?

Stocks have been surprisingly strong since Trump's acceptance speech. Investors shouldn't read too much into any one factor, however, that may appear to be driving markets.

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November 21, 2016

By Scott Ronalds

Why you always want some exposure to parts unknown in your portfolio

A reminder why we always want to have exposure to emerging markets in our portfolios.

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