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Author Archives: Brad Brain
Entertainment is not Wisdom
A few days ago I was asked for some recommendations on books to read by a person who was looking to learn a little more about the world of finance. Normally, that’s something that I can help with. I read a lot, and as it happens I was in the local bookstore just a few…
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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…
Posted in All Columns, Investment Management
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The Secret to Financial Success
There is one thing that is of primary importance on the road to financial success. It’s not your income, or Registered Retirement Savings Plans, or home ownership, or negotiating a better interest rate from your bank. The most important thing that determines whether a person will be financially successful is controlling your cash flow. What…
Posted in All Columns, Money Management, Retirement Planning
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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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Clients Seek Growth with a Dose of Reassurance
Originally published in The Insurance & Investment Journal, February 2010. By Al Emid, featuring Brad Brain
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Planning For The Worst
Originally published in The National Post Business Magazine, March 2003. By Pam Withers, featuring Brad Brain. View the images below, or the downloadable PDF.
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Couple’s Legacy is Their Grandsons’ Education
This article originally appeared in Investment Executive, December 2008.By Catherine Harris, Featuring Brad Brain “Financial Checkup” is an ongoing series that discusses financial planning options. In this issue, Investment Executive speaks to Brad Brain, certified financial planner and registered financial planner with Manulife Securities Incorporated in Fort St. John, B.C., and Warren Baldwin, CFP, RFP…
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Reorganizing Investments and Taxes to Achieve Goals
This article originally appeared in Investment Executive, December 2008.By Catherine Harris, Featuring Brad Brain The Scenario The clients, Bill and Carol, are a couple living in suburban Vancouver. Both are 55 years old and have two fully employed children in their late 20s. The couple have never borrowed except for real estate; they are frugal…
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The Worst Plunge In Years
In late July North American stock markets suffered the worst decline in years. Or did they? I don’t mean to say that the markets didn’t come down. They did. What I mean is, was it really the worst downturn in years? Well, yes and no. And it’s mostly no. Here’s the thing about the financial…
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