Blog

Cutting Through the Noise


August 15, 2018

By Tom Bradley

A humble request: Remember the shareholder

Barry Critchley recently filed his last column with the National Post. For 35 years, he wrote about deals, products and people, and was never one to mince words — as his final piece attests.

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August 13, 2018

By Tom Bradley

Why you should embrace your ignorance when investing

In his Financial Post column, Tom explores the folly of market forecasts and wonders why the investment industry tries to be so precise about something that's anything but.

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July 31, 2018

By Tom Bradley

The bull market is showing its age

A 9-year bull run has pushed client expectations higher, and yet, opportunities to generate future returns are lower. Here's what it means for investors.

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July 16, 2018

By Tom Bradley

The Converse All Stars of investing

Before straying from the tried and true when investing, here are some things to know about the new and fancy.

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July 3, 2018

By Tom Bradley

Don't fall in love with Canadian bank stocks and more diversification dangers

Canadian investors love their banks. To be sure, they've been solid investments. But it's important to make sure they don't make up too much of your portfolio.

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June 25, 2018

By Tom Bradley

A bad day for the Canadian investor

Regulators took a stance last week on the controversial topic of embedded commissions. Here's why we're disappointed with the decision.

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June 21, 2018

By Tom Bradley

Meet Jeff

Meet our newest Associate Investor Specialist, Jeff Stashuk.

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June 18, 2018

By Tom Bradley

The asset management industry life cycle

Companies and industries go through life cycles. In asset management, we've been going through the consolidation phase.

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June 6, 2018

By Tom Bradley

The balance between sales and service

It’s a fine line. Is your bank or investment representative serving you or selling you?

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June 4, 2018

By Tom Bradley

The most likely bookend to a long, strong cycle

In his Financial Post column, Tom explains why his biggest concern is the duration of the next market pullback, not the magnitude.

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May 22, 2018

By Tom Bradley

What your portfolio needs to make a good long run

The Jets' playoff run this spring was a product of discipline, patience and courage. There's some good investing lessons there too.

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May 7, 2018

By Tom Bradley

Here's where your investing returns really come from

A look at where your investing returns come from, in order of importance.

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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 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 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 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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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 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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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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