Blog

Cutting Through the Noise


November 14, 2017

By Tom Bradley

What are you expecting from your portfolio?

A recent survey found that individual investors are expecting an annual return of 10.2% over the next 5 years. Not to be a downer, but they're likely going to be disappointed.

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November 9, 2017

By Scott Ronalds

Looking at the future

Thinking long term is great in concept, yet harder to execute on. But what if we could actually see the long term?

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November 6, 2017

By Tom Bradley

Behavioural economics applied

A look at some of the behavioural challenges that investors encounter.

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November 3, 2017

By Scott Ronalds

New look

The story behind the new look to our homepage.

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October 30, 2017

By Scott Ronalds

Fighting fire with fire

In investing, sometimes the best course of action doesn't sound right or feel very good at the time. Like fighting fire with fire.

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October 27, 2017

By Tom Bradley

Ama-conned

238 towns and cities have submitted a proposal to become Amazon's second headquarters. But it's been a colossal waste of time and resources for many of them.

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October 25, 2017

By Scott Ronalds

"The market is at an all-time high"

Why this phrase annoys me so much.

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October 23, 2017

By Tom Bradley

The great trailer fee fight rages on, but the writing is already on the wall

Embedded commissions for investment advisers are going the way of the dodo. Here’s why it’s about time.

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October 20, 2017

By Scott Ronalds

The performance wagon

Why it's important to remember that not all parts of our portfolio will be running at the same clip.

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October 18, 2017

By Scott Ronalds

What's up with the low volatility?

Stock market volatility has been particularly low, which is making some investors uncomfortable. Here's our take on it.

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October 11, 2017

By Scott Ronalds

Bradley's Brief - Q3 2017

A brief look at the letter from the Prez.

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October 10, 2017

By Tom Bradley

Style? What style?

What it means to be style agnostic.

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October 6, 2017

By Tom Bradley

Value versus growth

While growth stocks have been shining, there are good reasons to believe value managers will have their day in the sun again.

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September 25, 2017

By Tom Bradley

Don't let a juicy yield distract you from overall returns

You're getting ready to retire. For decades, you've been making contributions to your RRSP and TFSA with the purpose of building up a nest egg. Growth was the priority. Now, it's time to shift gears. You'll be drawing an income from your investments, so the focus will be on capital preservation and income.

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September 19, 2017

By Scott Ronalds

Tips for keeping your portfolio in tune

Investing tips for your inner rock star.

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September 14, 2017

By Tom Bradley

Making a statement

A recent JD Power survey suggests that most Canadian investors don't fully understand their account statements. If you need help with yours, give us a call!

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September 13, 2017

By Tom Bradley

Whole lotta shakin' goin' on … except on the TSX

Maybe Jerry Lee Lewis was singing about the current investment landscape...

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September 11, 2017

By Tom Bradley

Investing's answer to gravity

We can't help it. It's human nature. Our view of how our investments will do in the future is influenced by how they've done in the recent past and what the headlines are telling us today. Unfortunately, both factors are poor predictors of what returns will be.

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September 7, 2017

By Tom Bradley

Posting in the Post

After working with the Globe and Mail for 11 years, I'm starting a new chapter in my writing life. Starting this week, my columns will appear every second Saturday in the National Post.

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September 6, 2017

By Scott Ronalds

Eating our own cooking

One of our key business principles is co-investment, or investing alongside our clients. Here's what it means in real money.

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August 25, 2017

By Scott Ronalds

The rosé craze

Sales of rosé are booming, but is the pink wine a good investment idea?

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August 17, 2017

By Tom Bradley

If you're thinking about investing in a hedge fund, read this first

Hedge funds are complex vehicles. Which is why it's key to educate yourself on their ins and outs if you're pondering this strategy.

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August 15, 2017

By Tom Bradley

Bank profits: Are the customers tapped out?

Canadian banks are strong, insanely profitable companies, but their primary customers - individual Canadians - are getting tapped out.

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August 10, 2017

By Tom Bradley

Truths in the post-truth era

Howard Marks of Oaktree Capital provides a refuge in the post-truth era. The following gems are from his presentation, 'The Truth about Investing'.

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August 8, 2017

By Salman Ahmed

"You remind me of a diaper. Self-absorbed and full of crap."

Trash talking is everywhere on the investing gridiron. Here's how you can arm yourself for it.

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