Yes, it was quite a week. On Tuesday I helped friends at BMO open the markets. No, I did not get to press the button. Well, you’ll see my mock stock market opening pose shot below. Not a great hair day, but what are you going to do? BMO introduced some new ESG ETFs. That […]
Let’s not forget the lost decade for US stocks.
We forget a lot things as investors. Currently, we don’t know what a real stock market correction feels like. We certainly had a couple of love taps in the last several years. But we have not had an emotionally-crippling, serious fight with the stock markets. We are soft. It feels like stock markets always go […]
2019. The investment year in review. Most everything worked.
2019 was a year that would have been more than difficult to mess up. Most of us should be walking away with very decent returns. Everything seemed to work from stocks to bonds to gold and commodities. Stocks delivered in Canada, the US and International markets. Grab your coffee and enjoy the 2019 year-end market […]
Has that Canadian home bias really hurt the Canadian investor?
Most of us make the same ‘mistake’. We invest with a home bias. You will see many estimates that show Canadians investing some 50% or more in the Canadian stock markets. What has been the cost to the Canadian investor? A quick look shows that a Canadian portfolio home bias has not hurt the Canadian […]
You have your plan in hand from your advice-only planner. Now what?
There can be incredible value in financial planning. And a new and growing trend is to seek out an advice-only planner. You can access advice and pay for what you need. You do not have to fork over a percentage of your portfolio value every year. And it’s conflict-free advice. But how do you invest […]
Is this the end of the traditional balanced portfolio?
The death of the balanced portfolio gets a lot of press. You’ll typically see it written as the death of the 60/40 portfolio. Should we plan the funeral for this tried and true investment approach? Or perhaps the balanced portfolio might reply that “the reports of my death are greatly exaggerated.” Is the 60/40 portfolio […]