Investment Management

Real Advice Doesn’t Come From a Magazine

I was looking through an old magazine from 2010 the other day and I came across an article that prescribed seven specific stocks to buy. What a load of malarkey. I’m not saying these stock picks were bad investments. I actually have no idea what their past performance has been. What I’m saying is that…

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The Stock Market is like Riding a Motorcycle.

Two of my favourite things are investments and motorcycles.  The other day I realized that the stock market and riding a motorcycle have something in common. In order to turn a corner at speed on a motorcycle you need to counter-steer.  Counter-steering is a pretty weird idea when a person is learning how to ride…

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Financial Pornography

Yesterday I was looking for some information on the Internet, and I ended up watching a few video clips from one of these business news channels. This is unusual for me. When I say unusual I’m not referring to researching stuff – I usually spend about 2 hours a day reading – I’m referring to…

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A Tale of Two Clients

This week I was speaking with two people who were looking at their investments in completely different ways. The first person had some mutual funds, and she was disappointed in their performance. She was looking to sell them and transfer her account to something else. Now I haven’t actually sat down with her yet, so…

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Rebuttal: Long-term Investment Alive and Well

Read Brad’s column on Advisor.ca, entitled Rebuttal: Long-term Investment Alive and Well.

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I Don’t Want To Invest Now Because…

Last week, with the Dow Jones Industrial Average at 9474, I was speaking with a colleague. She expressed her concerns about the state of the world and what the future may bring for her investments. Her concerns are valid. They are also not new.  Sure, the crisis of the day in 2002 may have a…

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Don’t Touch It!

I just caught up with a young fellow that I set up with some investments back in 2000. He was a student at the time, and he has moved around a bit in the years between then and now, so it’s been harder to get a hold of him over the years. The reason that…

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