Cutting Through the Noise
February 27, 2023
A good read from Joe Wiggins on investor behaviour.
Read MoreNovember 25, 2022
'If you wait for certainty you'll miss the market.' These words of wisdom from Bob Hager refer to the notion that by the time the concerns and risks of the day are resolved, stock prices will already be significantly higher.
Read MoreAugust 30, 2022
Words of wisdom from Baillie Gifford, a Scottish growth manager that's been under pressure recently due to a stretch of underperformance.
Read MoreJune 17, 2022
Investing has been a test of mettle lately. We look back at some words of advice from the spring of 2020 that are also hopefully helpful in these bumpy markets.
Read MoreJanuary 20, 2022
Selling is an underrated skill in investing. It’s also an area where investors act less rationally. Here are a few words of wisdom on the topic from Howard Marks.
Read MoreJune 29, 2020
It’s human nature to look for insight and foresight in wild times like we're experiencing now. But it’s not the time to bet the farm on one view of the future.
Read MoreOctober 15, 2019
The struggle between thinking long term and making decisions based on short-term information and feedback is a mighty one. Here's a great video that brings it to life.
Read MoreJanuary 7, 2019
Some words of wisdom from the steadiest of hands in this charged environment.
Read MoreJune 13, 2017
December 8, 2016
Words of wisdom on dealing with uncomfortable moments in the markets.
Read MoreJune 14, 2016
Tom's post-holiday reading prompted some words of wisdom from a mentor: "The older I get, the more I realize that simpler is better."
Read MoreJune 6, 2016
June 19, 2014
January 7, 2014
Another sketch for the archives from Carl Richards. Richards is an American fee-based financial planner and author. His sketches appear in the New York Times Bucks Blog ...
Read MoreAugust 20, 2013
I saw the movie Jobs last night in spite of a number of poor reviews. Just like Apple’s first prototype, I’d say it was just O.K. The flick ended, however, with one of Apple’s great commercials (spoiler alert), the 1997 ‘Think different’ ad: Here’s to the crazy...
Read MoreJuly 3, 2013
“I long ago concluded that regression to the mean is the most powerful law in financial physics.” ... “Approximately 99% of the time, the single most important thing investors should do is absolutely nothing.” ... “This time is never different.” In an article last...
Read MoreMarch 5, 2013
I came across a wonderful piece on the Blackstone Blog last week (I apologize, but I can’t remember who pointed me there). It’s entitled, ‘Byron Wien Discusses Lessons Learned in His First 80 Years’. As the title implies, Mr. Wien is an industry veteran and has lots...
Read MoreOctober 24, 2012
The Report on Business today published excerpts from an interview with John Bogle, the father of indexing and founder of Vanguard. We found one of his answers on the wealth management industry particularly poignant. “Today, that profession with elements of...
Read MoreOctober 19, 2012
Another timeless sketch from Carl Richards. Richards is an American fee-based financial planner and author. His sketches appear in the New York Times Bucks Blog and he writes a column for Morningstar (USA). Through simple drawings, he makes complex financial concepts easy to understand. We admire that.
Read MoreJuly 30, 2012
A great, timeless sketch from Carl Richards. Richards is an American fee-based financial planner and author. His sketches appear in the New York Times Bucks Blog and he writes a column for Morningstar (USA). Through simple drawings, he makes complex financial concepts easy to understand. We admire that.
Read MoreFebruary 9, 2012
Warren Buffett’s perspectives on investing are worth their weight in gold (or better yet, stocks). Invest in things you understand. Wait for the right pitch. Don’t follow the herd. Buy things you’d be comfortable holding forever. In a recent article in Fortune...
Read MoreNovember 14, 2011
September 26, 2011
"The risks are the usual: what you don’t know; what you’re not thinking about; probably the biggest risk is what you are 100% sure about.” Bruce Berkowitz, Fairholme Capital Management, in a speech at Columbia University earlier this year...
Read MoreSeptember 9, 2011
"The stock market has forecast nine of the last five recessions" - Paul Samuelson (Nobel Economist)
Read MoreJune 8, 2011
A 7-game playoff series is a unique animal. It’s a roller coaster ride with potential mood swings after each game. It reminds me a lot of investing actually. As I sit here with my Canucks jersey on, I feel like the boring realist. I’ve celebrated each victory and got pissed off after each loss, but in between, I've refused to get too caught up in the hyperbole. I've found myself in a few conversations that go...
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