Blog

Cutting Through the Noise


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.

Read More 0 Comments

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.

Read More 0 Comments

January 8, 2021

By Tom Bradley

True Wisdom

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

Read More 0 Comments

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.

Read More 0 Comments

December 28, 2020

By Tom Bradley

Big lessons from history

A great read from Collaborative Fund's Morgan Housel.

Read More 0 Comments

December 21, 2020

By Tom Bradley

This year investors had their cake and ate it too. Will there be consequences in 2021?

Generally, investing is all about trade-offs. To get something, you need to give up something else. But in 2020, there are numerous examples of investors having their cake and eating it too.

Read More 0 Comments

December 10, 2020

By Tom Bradley

The 2020 Bank Profit Indicator

Canada's big banks make gobs of money. We feel obligated to report just how much.

Read More 0 Comments

December 7, 2020

By Tom Bradley

Be wary of what's baked in the cake

People are rightly enthusiastic about companies with exciting growth prospects like Tesla and Zoom. But as investors, we need to be wary about what's already baked in the cake.

Read More 0 Comments

November 23, 2020

By Tom Bradley

Gold can be whatever you want it to be — which is why you should treat it with caution

Gold is back in vogue, rising from US$1,200 two years ago to US$1,900 today. In his latest Financial Post article, Tom Bradley provides some perspective on the precious metal and the role it can play in your portfolio.

Read More 0 Comments

November 12, 2020

By Tom Bradley

RRSP transfers: The dark side

If you move your RRSP to a new firm, they'll process the paperwork and get you up and running in no time. If you transfer assets out, it can take weeks. This imbalance is appalling and worthy of a rant. Here goes.

Read More 0 Comments

November 9, 2020

By Tom Bradley

The Dip

Being a successful investor is less about being good at reading the economy, timing the market, or picking individual stocks, and a whole lot about dealing with the inevitable dips.

Read More 0 Comments

November 4, 2020

By Tom Bradley

Red, white and who?

We woke up this morning to an undecided U.S. election. Here's why we suggest you sit tight through the drama and leave the investment stress to us.

Read More 0 Comments