Blog

Cutting Through the Noise


April 15, 2021

By Tom Bradley

Greenwashing and the AI challenge

A look at how artificial intelligence is being used in the field of ESG and some of the 'greenwashing' going on.

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April 12, 2021

By Tom Bradley

The Davids can beat the money management Goliaths — as long as they stick to their strengths

With wealth management in Canada now dominated by Goliaths, can the Davids survive and thrive? Tom Bradley explores in his latest Financial Post article. (Spoiler alert: Yes. Yes they can!)

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March 29, 2021

By Tom Bradley

The last 12 months have been wonderful to investors, but don't let the end-date sensitivity fool you

When short-term results are fantastic, like they will be on your upcoming statement, make sure you enjoy them. Just don’t change your investment plan, or lifestyle.

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March 18, 2021

By Tom Bradley

Where do young investors go?

An unmistakable feature of the market’s run over the last year has been the surge of new and mostly young do-it-yourself investors, with much of the new money going into highly speculative bets. For those looking for some guidance and a less dicey approach, there are good options out there, including Steadyhand ;)

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March 15, 2021

By Tom Bradley

Three words that can help investors take advantage of stock market mayhem

The stock market is getting wilder by the day. We offer some tips to take advantage of the mayhem.

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March 4, 2021

By Tom Bradley

Bad accounting? Thoughts on Canadians' rising net worth

Canadians’ net worth increased 5% in the first nine months of 2020. But are we looking at the right number? Tom Bradley explains.

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March 1, 2021

By Tom Bradley

When it comes to SPAC investing, the house always wins. The public, not so much

SPACs (special purpose acquisition company) are being billed as a better way for pre-IPO companies to go public. But better for who?

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February 16, 2021

By Tom Bradley

What would Warren Buffett make of this stock market silly season? He's already told us

Mr. Buffett is eminently readable and forever logical, and his words are a wonderful counterpoint to the times we're in.

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February 12, 2021

By Tom Bradley

Fantastic February

One prognosticator recently laid out 10 reasons why February may be a fantastic month for investors. While we're all suckers for market calls, they're largely a waste of time and space — which is why ours is rather succinct: Markets will go up. And down. And sideways.

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February 2, 2021

By Tom Bradley

Thoughts on the GameStop saga

The price surges in GameStop, AMC, Blackberry and other stocks that are being hyped in chat rooms is the talk of the town. How does it end? We weigh in.

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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 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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