Blog

Cutting Through the Noise


May 3, 2018

By Scott Ronalds

Rebalancing with Bruce

Checking in on Bruce as he rebalances his RSP after a period of strong returns from stocks.

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April 26, 2018

By Scott Ronalds

Mountain timing

It was one of those perfect après ski days on the patio at Dusty’s. But then the conversation took a 180, from talk of fresh tracks off Harmony Ridge to market timing. Here’s what ensued.

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April 23, 2018

By Tom Bradley

In high-flying markets, the forgotten investors may be the wisest of all

It’s important that you diversify your information sources as you would diversify your portfolio.

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April 16, 2018

By Scott Ronalds

A tough go for Canadian stocks

It hasn't exactly been the best of times for investors who stick close to home.

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April 10, 2018

By Scott Ronalds

Bradley's Brief — Q1 2018

A brief look at the letter from the Prez.

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April 9, 2018

By Tom Bradley

Why the great growth-value reversal will come with a whimper, not a bang

While growth stocks have been the market darlings over the last several years, value stocks have beaten their shinier, sexier cousins over the long term.

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April 4, 2018

By Tom Bradley

The next Warren Buffett will be a woman

How female investors are more like Warren Buffett than their male counterparts.

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March 29, 2018

By Salman Ahmed

Blockchain ... Just another story stock?

When a stock or industry is being driven more by speculation than fundamentals, we're happy to sit on the sidelines.

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March 26, 2018

By Tom Bradley

Stick to your strategic asset mix — or face the consequences

A look at why your strategic asset mix, or SAM, is the most valuable tool you have for balancing return and risk.

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March 23, 2018

By Tom Bradley

Equity Fund Manager News

CGOV announced today that it has agreed to be acquired by Fiera Capital. We do not anticipate any changes to how our Equity Fund will be managed, but will be monitoring the transition closely.

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March 22, 2018

By Scott Ronalds

America the expensive

When stocks appear expensive, it's wise to be cautious. In our view, this means owning less U.S. equities than normal today.

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March 19, 2018

By Scott Ronalds

The rise of the superstar CEO

Corporate leaders have become celebrities. But is all this attention a good thing?

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March 12, 2018

By Tom Bradley

If you think low rates and high debt levels can last forever, think again

The bull market fuelled by debt, interest rates and growth-oriented stocks is nine years old. Time to challenge some assumptions.

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March 9, 2018

By Tom Bradley

Hidden commissions – who knew?

If the provincial regulators needed more impetus for getting rid of embedded mutual fund commissions, known as trailers, they got it recently.

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March 7, 2018

By Scott Ronalds

Deadline Day, and how to avoid it

The best way to avoid the RRSP deadline drama? Set up a pre-authorized contribution plan.

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February 26, 2018

By Tom Bradley

The Great Bifurcation is coming to money management and that's bad news for closet indexers

One of the biggest transitions in the wealth management business in the years ahead will be the redistribution of the “mushy middle.” That is, funds that purport to be actively managed, but instead closely follow an index.

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February 23, 2018

By Tom Bradley

Our RRSP tips

At this time of year, we’re being fed a daily diet of investing features and advertorials, which makes it a good time for us to throw in our RRSP reminders.

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February 21, 2018

By Salman Ahmed

Every decision has a trade-off — Even shoe purchases

A look at one of the most important trade-offs in investing — higher potential long-term returns or lower volatility.

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February 15, 2018

By Tom Bradley

A once-in-a-year opportunity

As investment dealers start to send out their annual fee and performance reports, it can be a great opportunity to have a more informative discussion with your provider.

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February 12, 2018

By Tom Bradley

Everyone is scared and prices are down - and for long-term investors, it's a beautiful thing

Nine things you need to know about bearish markets, to help ensure they work in your favour.

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February 6, 2018

By Scott Ronalds

Volatility is back

Volatility is back and the last few days have been turbulent. But it's important to put the recent stock market declines in perspective.

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February 5, 2018

By Scott Ronalds

PAC's: The fiber of investing

Pre-authorized contribution plans are a great way to eliminate the temptation of trying to time the market, smooth out your returns, and keep your investing regular.

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January 30, 2018

By Salman Ahmed

Global Equity Fund Update

A review of some of the topics that our Global Equity Fund manager (Edinburgh Partners' Sandy Nairn) covered during recent presentations in Vancouver and Toronto.

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January 29, 2018

By Tom Bradley

'Technique is everything': What a spin class can teach you about investing

Spinning and investing have more in common than you might think.

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January 26, 2018

By Tom Bradley

Good for who - Me or you?

Why we love the Questrade ads about the high cost of investing with full-service advisors.

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