Cutting Through the Noise
April 12, 2021
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!)
Read MoreMarch 29, 2021
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.
Read MoreMarch 18, 2021
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 ;)
Read MoreMarch 15, 2021
The stock market is getting wilder by the day. We offer some tips to take advantage of the mayhem.
Read MoreMarch 4, 2021
Canadians’ net worth increased 5% in the first nine months of 2020. But are we looking at the right number? Tom Bradley explains.
Read MoreMarch 1, 2021
SPACs (special purpose acquisition company) are being billed as a better way for pre-IPO companies to go public. But better for who?
Read MoreFebruary 16, 2021
Mr. Buffett is eminently readable and forever logical, and his words are a wonderful counterpoint to the times we're in.
Read MoreFebruary 12, 2021
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.
Read MoreFebruary 2, 2021
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.
Read MoreFebruary 1, 2021
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.
Read MoreJanuary 21, 2021
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 MoreJanuary 18, 2021
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 MoreJanuary 8, 2021
A reader provides some wise words on the missing components in social media conversations.
Read MoreJanuary 4, 2021
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 MoreDecember 28, 2020
December 21, 2020
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 MoreDecember 10, 2020
Canada's big banks make gobs of money. We feel obligated to report just how much.
Read MoreDecember 7, 2020
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 MoreNovember 23, 2020
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 MoreNovember 12, 2020
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 MoreNovember 9, 2020
November 4, 2020
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 MoreOctober 26, 2020
If you find yourself listening to someone pontificate about where the market is going, it's best to change the channel.
Read MoreOctober 13, 2020
The U.S. election is seriously overhyped when it comes to investing — focus on these trends instead.
Read MoreSeptember 28, 2020
High growth stocks like Shopify, Netflix, Tesla, Slack and Snowflake look extremely expensive when future earnings are discounted at 10%. At 5% it can be a much different story. Tom Bradley explains in his Financial Post column.
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