Blog

Cutting Through the Noise


February 1, 2021

By Tom Bradley

Keep your eye on the 'lost returns' in your annual investing report

The wealth management industry is pathetic when it comes to transparency (we strive to be better), so be your own advocate on fees and returns.

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January 28, 2021

By Salman Ahmed

What is ESG integration?

A primer on ESG integration, the branch of responsible investing our managers subscribe to.

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January 21, 2021

By Tom Bradley

New vs. existing clients: A balancing act

Discount brokers are in the news again, as their customer experience in 2020 left a lot to be desired. Brand new and prospective clients were treated well, but existing ones? Not so much. In our view, businesses need to find a better balance between loyal, long-standing clients and fresh, shiny new ones.

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January 18, 2021

By Tom Bradley

2020 was a year of extremes for investors, but it shouldn't change your approach going forward

When Canadians open their year-end account statements over the next few weeks, the range of returns for 2020 will be as wide as ever. To understand why your number might be dramatically different than your neighbour's, here are some of the reasons for the huge disparity.

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January 15, 2021

By Scott Ronalds

The benefits of diversification

A colourful look at the benefits of diversification.

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January 13, 2021

By Salman Ahmed

Responsible Investing 101

A closer look at the different approaches to responsible investing, including ESG integration, SRI (socially responsible investing), and impact investing.

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January 11, 2021

By Scott Ronalds

Bradley's Brief — Q4 2020

Tom Bradley's quarterly letter to clients.

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January 8, 2021

By Tom Bradley

True Wisdom

A reader provides some wise words on the missing components in social media conversations.

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January 6, 2021

By Salman Ahmed

Sustainable Steadyhand

A look at our framework for responsible investing, or what we're calling Sustainable Steadyhand.

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January 4, 2021

By Tom Bradley

Why keeping a few simple investment resolutions for a few days can change your outlook for a few years

Whether you’re an experienced investor or raw rookie, the buck stops with you, so your 2021 resolutions should revolve around the high-level questions a CEO would ask.

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December 30, 2020

By Scott Ronalds

Is it over yet?

2020 will forever remain etched in our memory. From an investing standpoint, we haven’t seen anything like it since 2008. Yet, for all the vagaries of the year just passed, one thing turned out to be fairly normal: your returns.

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December 28, 2020

By Tom Bradley

Big lessons from history

A great read from Collaborative Fund's Morgan Housel.

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