Investment Management

Inflation-proofing your investments

“Without question, people worry about bad things happening to their money. The idea of losing money can cause considerable mental anguish. Unfortunately, sometimes people may not be worrying about the right things. People will overestimate the risk of something rare but dramatic, and underestimate the risk of something common but boring.” Smart Money Inflation-proofing your…

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Also posted in All Columns, Planning Encyclopedia |

Do you have a Financial Ninja as an advisor?

“Canadian financial regulators are cracking down on who can use the term “financial advisor.” Going forward, anyone who is going to call themselves a financial advisor will actually have to have a financial planning, or equivalent, designation.” Smart Money Do you have a Financial Ninja as an advisor

Also posted in All Columns, Money Management |

What are you going to do about these low interest rates?

“Are you an investor looking for something more from the safe part of your portfolio? Do you seem to perpetually roll over your Guaranteed Investment Certificates for another term because you don’t really need the money, but you don’t know what else to do?” Smart Money What are you going to do about these low…

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Also posted in All Columns, Insurance Columns |

What should you do with your investments in light of the Russian invasion of Ukraine?

“So what should you do with your investments in light of the Russian invasion of Ukraine? Generally speaking, I would say that this is a scary time, but probably not a great time to make reckless decisions. Market timing is a strategy that historically has produced inconsistent results. As things stand now, anyone that was…

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Do you drink your coffee at home?

“​I keep seeing this idea that to retire wealthy you need to drink your coffee at home. In other words, if you have a $5 a day coffee habit, instead of buying the fancy gourmet triple lattes with cinnamon, you brew your own coffee at home at a fraction of the cost. Then you take…

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Also posted in All Columns, Money Management |

Knowing when you don’t know

“The inspiration for this week’s column comes from a series of social media posts from people who clearly did not know what they were talking about. Of course, opinionated people on social media with no knowledge of what they are talking about is nothing new. But one twitter thread, about inadvertently buying options contracts, was…

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What’s the big deal about inflation?

“There has been a lot of talk about inflation recently. Generally, this is the type of bland subject matter that only intrigues economists, but lately more and more people are paying attention. So, what is inflation, and why should you care?” Smart Money Whats the big deal about inflation

Also posted in All Columns, Retirement Planning, Risk Management |

Chasing past performance

“All things being equal, if investment decision making was rational, then we would have seen record purchases of mutual funds in 2020 when investment prices were on sale, and a return to regular buying activity in 2021 after the big sale was over. Instead, we saw people stop buying in 2020 because the future was very…

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Also posted in All Columns, Risk Management |

Hot stock tips!

“I know that some people read this column hoping for some hot stock tips. And, without question, there is no shortage of that kind of content in the financial media. If you tend to read columns like this one, it won’t very long before you see an article along the lines of ‘Ten Stocks to…

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2021 was the year of audacious speculation

“In 2021 we saw the rise of meme stocks. “What the heck is a meme stock?” you may ask. A meme stock is a stock that experiences unbelievable price appreciation, not because of the fundamentals of the underlying business, but purely because the stock has captured the public’s imagination.” Smart Money 2021 was the year…

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