Dec 17

Translating US Fed speak

"Today's US Fed message is quite simple to me." Think of it this way: The global economy is still growing at a…

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Dec 15

Fears and Anxieties Overwhelm Investors

Last week was filled with plenty of give and take, mainly take. An ugly week for the history books. Investors are overwhelmed…

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Dec 8

Challenge: Change Biases That impact Investment Behaviour

"Investment behaviour is dramatically affected by the biases we have adopted". Our challenge is extended to every investor. Change your biases…

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Dec 2

Investing Near Zero Returns

Canadian yields to maturity for 10-year bonds are near 2.0%. Similarly, 30-year bond yields hover under 2.5%. Not exactly long-term returns to…

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Nov 25

Splitting Family Income

"Splitting family income is very beneficial. Take full advantage of the provisions that apply." All families are keenly interested in paying…

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Nov 19

Three Global Headwinds

Here is our brief synopsis: 1. China's growth has been slowing. 2. Europe has become an economic mess. 3. Japan has just dipped…

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Nov 17

Deferring OAS & CPP pensions

The changes pertain to deferring receipt of OAS and CPP benefits. However, those changes may not be understood by all. Today's maximum…

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Nov 10

Considering new investments

You've done your investment research with plenty of due diligence. Perhaps, you have a bundle of ideas from advisors you quizzed. At…

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Nov 3

Markets Resemble a Box of Chocolates

"Life’s like a box of chocolates. You never know what you're gonna get." — Well known line from Forrest Gump, the…

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Oct 29

Great Crash of 1929 at 85

Today is the 85th anniversary of the Great Crash. A look back at October 29, 1929, known as "Black Tuesday": The Dow…

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Oct 20

5 Tips Help Retirement Nest Eggs Last Longer

"Every investor seeks assurance that the retirement nest egg will outlast the family needs. Especially during periods of market mayhem." Say…

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Oct 16

October Volatility Uncovered

The month of October is building quite a reputation for volatility. One not to be envied. Investors may view yesterday's 460 point…

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Oct 6

Five Moneywise Strategies to Apply at Any Age

Let's assume life expectancy to age 90. That's roughly 30 years to learn some basics, 30 years to save and 30…

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Sep 29

Revisit Your Asset Allocation

Our role as portfolio managers is to keep perspective. Focusing on the fundamentals of investing, not the headlines. Studies show that…

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Sep 25

Triple Digit Market Jitters on the Prowl Again

"Stock markets are once again feeling the wrath of triple digit jitters."   You have two choices: 1. If you're a short term…

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Sep 22

How to Overcome Market Jitters

Dealing with market jitters is part of everyone's investing experience. Last week the TSX delivered a 266 point haircut; 200…

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Sep 18

Euphoria of Initial Public Offerings

"Social media giant "Facebook" reawakened the euphoria of Initial Public Offerings (IPO) in 2012. Alibaba is the latest name looking to…

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Sep 15

Canadians Overloading on Debt

"Canadians keep backing up the truck to load up on debt. Now higher than 160% of disposable income." Debt can be…

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Aug 11

Adopt Sensible Investment Strategies That Add Value

"Learn the basics about investment strategies that add value to the nest egg. Then adopt the sensible ones that help…

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