Blog

Cutting Through the Noise


December 30, 2017

By Tom Bradley

2018 - The year ahead

While we don't make short-term market forecasts, we can say with perfect foresight that 2018 is sure to be interesting. Here's a look at some potential market drivers.

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December 22, 2017

By Tom Bradley

Competition? What competition?

A look at the growing trend of corporate mergers.

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December 18, 2017

By Tom Bradley

2017 was the year everything went right, and that's enough to make anyone paranoid

After years of markets over-reacting to political and socio-economic news, nothing could shake investors in 2017.

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December 8, 2017

By Tom Bradley

Volatility - This is wild

Stock market volatility has been remarkably low this year. CC&L has produced a great chart that shows just how unusual this period has been.

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December 4, 2017

By Tom Bradley

Why you shouldn't sweat the fed, and the danger of chasing dividends

Breathlessly watching central bankers for their next move does little to enhance your returns.

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November 29, 2017

By Tom Bradley

Hello? Is anybody there?

A rant on companies that don't answer their phones.

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November 20, 2017

By Tom Bradley

Hoping to turbocharge your returns by borrowing to invest? Read this first

Things to consider if you're thinking of borrowing to invest.

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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 6, 2017

By Tom Bradley

Behavioural economics applied

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

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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 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 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 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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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 4, 2017

By Tom Bradley

Bond buyers look for a designated driver

This week, a group of bond buyers and dealers issued a letter to the U.S. Treasury. The 'Treasury Borrowing Advisory Committee of the Securities Industry and Financial Markets Association' advised the Treasury to be careful as it moves to normalize short-term interest rates...

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July 20, 2017

By Tom Bradley

Interest rates and inflation

Tom weighs in on why the recent increase in interest rates is fully justified.

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July 17, 2017

By Tom Bradley

Bulls vs. bears: How to get the most out of opposing market predictions

Is the market going higher, or is it highly overvalued? A guide to getting the most out of the many and varied market predictions.

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June 13, 2017

By Tom Bradley

When good is better than perfect

There's no such thing as a perfect portfolio.

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