Blog: Cutting Through the Noise

Postings

Rebalaphobia

Excerpt from Tom Bradley's blog on October 31, 2014

re∙bal∙a∙pho∙bi∙a (noun) - the fear of rebalancing. On the Vanguard blog this week, Colleen Jaconetti picked up on the Halloween theme with a piece about the fear of rebalancing. It’s a good read and re-enforces what we’ve been saying to clients over the last ...

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Job Opportunity: Administration Support (Temporary)

Excerpt from Neil Jensen's blog on October 31, 2014

We are currently seeking candidates for a temporary, full-time administrative support assistant in Vancouver. As part of this diverse role, the team member will do whatever it takes to make our team efficient, and our clients feel welcome. The role begins in early ...

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Too Much Information?

Excerpt from Tom Bradley's blog on October 28, 2014

Ryan Males at CIBC World Markets in Vancouver passed on this thought-provoking quote from Herbert Simon, who won the Nobel Prize for Economics. In an information-rich world, the wealth of information means a dearth of something else: a scarcity of whatever ...

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Market Timing

Excerpt from Scott Ronalds's blog on October 23, 2014

mar∙ket ti∙ming (verb) 1). The act of trying to time, or predict, which asset class will perform the best in the near term and focusing a portfolio in said asset class. 2). To invest in a specific asset class based on a short-term prediction. 3). To forego diversification by buying one asset class and selling another based on speculation. 4). A risky and difficult way of trying to achieve superior returns ...

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Central Bankers Have an Ego Problem

Excerpt from Tom Bradley's blog on October 21, 2014

“We get by with free markets in all other walks of economic and financial life – why let the price of money itself be dictated by a handful of State-appointed bureaucrats?” In his September 29th letter, Tim Price of PFP Wealth Management is referring to one ...

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Three Ways to Manage Risk in this Volatile Market

Excerpt from Tom Bradley's blog on October 18, 2014

Most investors weren’t thinking about risk management a month ago, but they are now. With stock markets in decline and headlines accentuating the negative, the focus has quickly shifted from “what’s the upside” to “how bad can it get.” Managing risk means different ...

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A Narrowing Housing Market

Excerpt from Tom Bradley's blog on October 16, 2014

In its weekly letter, the economics team at BMO published an interesting piece on residential real estate – Canada’s Housing Boom: And Then There Were Three. Senior Economist Sal Guatieri points out that the housing market is being carried by the ‘Hot-3’ ...

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Bradley's Brief - Q3 2014

Excerpt from Scott Ronalds's blog on October 14, 2014

From our Quarterly Report: When I was a kid growing up in Birchwood Heights (Winnipeg), I loved Cub Scouts - Akela … dib, dib, dib, dob, dob, dob … badges … Senior Sixers … fooling around on the way home. For us Cubs, the big thing was, ‘Be Prepared’ ...

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Tom on BNN

Excerpt from Scott Ronalds's blog on October 10, 2014

Tom was on BNN yesterday discussing why it’s a good time to give your portfolio a gut check. Valuations for stocks and bonds are at the high end of their normal range, which suggests it’s a time for caution, not greed. Tom also addresses the recent market ...

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Why We Have Low Interest Rates

Excerpt from Tom Bradley's blog on October 9, 2014

In Connor, Clark & Lunn Investment Management’s latest ‘Outlook’, there is an excellent rundown of why interest rates are going to stay low. The manager of our Income Fund is of the view that rates will increase, but not fast and not far from current levels ...

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Carry on Bravely

Excerpt from Tom Bradley's blog on October 7, 2014

I wouldn’t normally comment on short-term market moves, but it feels like the recent turbulence is elevating the emotions of some investors. It’s understandable given that markets have gone straight up since September 2011 and volatility has been relatively ...

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The Poor Banks

Excerpt from Tom Bradley's blog on October 2, 2014

With more stringent banking regulations post-2008, the lending and finance landscape has changed significantly. Specifically, the U.S. and European banks have exited a number of businesses because they’re now required to hold more capital against the assets ...

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