Blog: Cutting Through the Noise
Globe and Mail Articles
Covered Call ETFs: Are They for You?
Excerpt from Tom Bradley's blog on May 12, 2012
A long-standing investment strategy is back in vogue. “Covered call writing” is designed to generate income from a stock by selling a call option against it (the right to buy the stock at a set price in the future). While the strategy has been around forever...Read More
Why the Smart Money is Cutting Back on Bonds
Excerpt from Tom Bradley's blog on April 28, 2012
As your buy side correspondent, I make a point of reading a whole stack of investment manager reports each quarter. I particularly focus on managers who think long term (no frequent traders), are prone to non-consensus views and aren't afraid...Read More
Lessons Learned in the Wealth Management Trenches
Excerpt from Tom Bradley's blog on April 14, 2012
We’re celebrating our firm’s fifth birthday this week, which has brought on lots of reflection. Before we started up, I sought counsel from as many people as possible under the theory that if you want money, ask for advice. As it turned out, I got little money...Read More
A Contrarian's Radar Says Cheez Whiz Yes, China No
Excerpt from Tom Bradley's blog on April 1, 2012
I’m wired to be a contrarian. That means I tend to be early getting on and off trends. I was worried about the U.S. housing cycle in 2004 and thought the Rolling Stones were over the hill two decades ago (was I wrong?). I’m still calling for Cheez Whiz to...Read More
Real Estate as an Investment? Look Elsewhere
Excerpt from Tom Bradley's blog on March 17, 2012
As an active manager of stocks and bonds, we’ve always considered our biggest competitor to be the market indexes. Over time, our clients expect us to beat them. These days, however, we’re facing another formidable foe. It’s called real estate. Investors...Read More
Dividends Obsession Distracts Investors From Big Picture
Excerpt from Tom Bradley's blog on March 3, 2012
Would you rather see your portfolio earn 3 per cent per year and provide monthly distributions of 5 per cent, or earn 5 per cent with irregular payments totalling 2 to 3 per cent? It may seem like a ridiculous question, but it’s reflective of the choices being...Read More
Lose Those RRSP Blues: The Benefits of Saving are Certain
Excerpt from Tom Bradley's blog on February 18, 2012
The RRSP season ain’t what it used to be. In the 1980s and ’90s when investing was fun, it was a focal point on the investment calendar. You couldn’t open the newspaper or walk a block without seeing an advertisement. Banks stayed open late to...Read More
For Money Managers, Small Can be Beautiful
Excerpt from Tom Bradley's blog on February 4, 2012
Boyd Erman wrote an article before Christmas titled “Squeeze Is On For Smaller Investment Firms.” When I saw the headline, I shuddered a little. Was he going to talk about firms that don’t have billions of dollars under management? Was he going...Read More
Your Portfolio Performance Needs a Regular Check-up
Excerpt from Tom Bradley's blog on January 21, 2012
A meeting I had with a prospective client a few years ago has always stuck with me. She told me her adviser had done well for her in the previous five years, but had been letting her down more recently. After reviewing the data, we discovered the...Read More
Five Keys to Staying on the Long-term Track
Excerpt from Tom Bradley's blog on January 7, 2012
My holiday reading included two journal articles that challenge the notion that investing for the long term reduces risk. The message: It’s all well and good to recommend that an investor take the long view and not worry about short-term market dips...Read More
A List to Santa That'll Make the Investing World a Better Place
Excerpt from Tom Bradley's blog on December 23, 2011
I came out of the “me” generation (have I told you about my latest injury?), so even though this time of year is about giving, I’m mostly into receiving. In our household, my wife Lori goes for quantity at Christmas, while I’m all about quality. When I wrote...Read More
In a World of Negatives, Search for What Could go Right
Excerpt from Tom Bradley's blog on December 10, 2011
It’s a remarkable time to be an investor and investment professional. After decades of overspending, we’re watching Europe melt down and the American empire decline faster than anyone expected. The debt burden has accelerated the power...Read More
