Blog

Cutting Through the Noise


December 15, 2015

By Tom Bradley

Market Weakness: Keeping our Eye on the Prize

Our survival guide for this market turbulence.

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December 3, 2015

By Tom Bradley

Balance Your Portfolio With Care

With "safer" assets being expensive and growth tough to come by, investors need to balance their portfolios with care.

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December 2, 2015

By Tom Bradley

The Alberta Analogy

A look at how Alberta's reality provides some valuable lessons to B.C. and Ontario.

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November 18, 2015

By Tom Bradley

100 Minus Your Age How You Feel

It's time to revisit an old rule of thumb for how much you should have invested in stocks.

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November 10, 2015

By Tom Bradley

2015 – A Year of Learning

Some lessons we've learned over the past few months.

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November 9, 2015

By Tom Bradley

Coming Soon to Late Night TV: Financial Infomercials

We liken leveraged ETFs and index-linked notes to late night infomercials - they're bad for your financial health!

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November 4, 2015

By Tom Bradley

FOMO and Other Lessons From Valeant

The fall of a market darling reinforces some important lessons in investing.

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October 29, 2015

By Tom Bradley

Volatile Year Offers Investors Ideal Opportunity for a Real Gut Check

Investors have seen it all this year - which makes it an ideal time to assess your portfolio. We walk through a few simple steps you can take.

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October 20, 2015

By Tom Bradley

Are You Getting Your Share?

The banks are looking to cut costs and improve efficiencies. What will it mean for service levels and fees?

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October 14, 2015

By Tom Bradley

How to Narrow the 'Behavior Gap' That's Hurting Your Portfolio

In his Globe and Mail column, Tom highlights four things you can do to improve long-term returns.

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September 23, 2015

By Tom Bradley

Why I'm Buying Stocks Again

In his latest Globe article, Tom explains why he's more optimistic about stocks after a choppy summer.

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September 17, 2015

By Tom Bradley

The Fed Blinked Again

While the media is fixated on the Federal Reserve's next move, we try to keep the noise to a minimum and focus on building portfolios for the next five years.

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September 14, 2015

By Tom Bradley

Home Cooking - We Like it That Way

Our latest co-investment numbers show that we eat our own cooking. A lot of it.

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September 2, 2015

By Tom Bradley

Pro-cyclical - To Be or Not to Be?

With several ETFs being terminated, a good reminder that it's dangerous to let industry trends determine your portfolio holdings.

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August 21, 2015

By Tom Bradley

Weak Markets - What to Do?

Some important points to remember in light of the current market weakness.

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August 20, 2015

By Tom Bradley

Good Debt, Bad Debt

Canadians are carrying a lot of debt, which no matter how the banks spin it, is not a good thing.

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August 17, 2015

By Tom Bradley

Your Retirement Depends on How Well You Understand Your Portfolio Now

In his latest Globe article, Tom emphasizes that how you invest now will play a big role in your standard of living in the last third of your life.

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August 13, 2015

By Tom Bradley

Yuan Devaluation

Some perspective on China's currency devaluation.

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August 11, 2015

By Tom Bradley

Failure to Connect

A look at why we should never assume the stock market is tightly linked to the economy.

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August 5, 2015

By Tom Bradley

The Negative Impact of Near-zero Interest Rates

Central bankers' views on near-zero interest rates are changing, and hopefully more balance is coming into the conversation.

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July 31, 2015

By Tom Bradley

Small-Cap Equity Fund Update

Notes from a recent meeting with our small-cap manager.

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July 15, 2015

By Tom Bradley

Three Disconnects in the Markets Add to Confusion

There are always disconnects in the markets. Things that are out of whack with what we've come to expect. As Charlie Munger, Warren Buffett's investment partner points out in the quote above, there seems to be more than usual right now.

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June 18, 2015

By Tom Bradley

The Big Disconnect

Are central bankers getting in the way of the natural path of an economic cycle?

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June 10, 2015

By Tom Bradley

Is It Market Timing?

In response to an investor's question, we explain the difference between being cautious and market timing.

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June 8, 2015

By Tom Bradley

Flabbergasted

A quote from Charlie Munger captures the essence of the economic experiment that we’re all taking part in.

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