Blog: World
Is Gold A Safe Haven?
When markets spiral down, investors have traditionally sought shelter in gold. That faith is misplaced. Research from CNBC shows that when the S&P 500 or the Dow are down 6% in a week, gold trades negative the majority of the time. When the Chinese market is down...
Making Sense Of The Tough Start To The Markets In 2016
It's been a disastrous start to 2016 from a markets perspective. The TSX, The Dow Jones Industrial Average, The Nasdaq Composite, Stoxx Europe 600, the Shanghai Composite Index have all entered bear-market territory. These are the facts. The big question is Why?...
Diversification Does Not Mean Buying As Many Investment Types As You Can
Too often, investors hold too many investments thinking it's the best way to spread the risk and protect their wealth. While it is absolutely true that diversification is key to a successful portfolio, you don't have to be everywhere. Over-diversification can work...
BNN Interview – Equity Market Losses Don’t Make Sense
This morning I discussed with Amber Kanwar at BNN that the depth of the equity market losses so far this year don't make sense. Stocks have been trading like there's a recession and it's time for investors to take advantage of the fall and look for buying...
CityNews Interview: Stock Markets Start 2016 With A Sharp Drop
Stock markets got off to a tumultuous start in the first trading day of the year as a sharp decline in China triggered a sell-off that spread worldwide. Watch the CityNews news story by Amanda Ferguson and my thoughts on today's market selloff.
Why Do People Say: When You Purchase A Mutual Fund, You Are ‘Buying’ The Fund Manager?
Put simply, actively managed mutual funds are the result of the work of their managers. It's the manager that researches the huge number of investment products available and then chooses and buys the ones that best reflect their investment style. As an investor, you...
Why Is It So Hard To Buy Low & Sell High?
Of course, as a smart shopper, you want to buy clothes, shoes, cars, furniture, travel--you name it--when it's on sale. It's just good sense. Everyone likes to get a deal. So you check the item to make sure there are no holes, tears or any other type problem and make...
What’s Your Investment Style?
Investors are typically defined by their risk tolerance, age and time horizon until retirement--all key characteristics of your investing profile. Less understood but perhaps more important is to know your preferred style of investing. Understanding your investment...
Active Investing Is Key To Stress Free Retirement
I'm sure a number of you are finding retirement different from what you expected. It's always interesting to compare the world we live in with the world we anticipated it was going to be. Who could have foreseen an era of ultra-low interest rates? While low rates can...
BNN Interview – The Markets
Great conversation with Michael Hainsworth today on BNN's The Close. We discussed the markets, interest rates, and the technology, banking, and biotech sectors. Watch the full interview here.
Can Buy & Hold Still Work For Retired Investors?
For many retirees, one of the first investment strategies they likely ever heard was the 'buy-and-hold' approach to investing. You will likely remember this simple concept - people purchase investments and hold them for an extended period of time, riding through the...
BNN Interview – Top Canadian Plays In Manufacturing, Financials, & Healthcare
I sat down to speak with Mark Bunting at BNN. We spoke about the economy, a broad range of market sectors including: energy, manufacturing, biotech, and the banks - and also where I look for investments outside Canada. Watch the full video here.
Estate Planning: Passing Wealth From One Generation To The Next
The single largest intergenerational wealth transfer in human history is about to take place. Over the next 40 years, baby boomers will pass an estimated $40 trillion to millennials. How You Transfer That Wealth Is Critical How you transfer that wealth is...
BNN Interview – Markets Likely To Move Higher In Q4
This morning I sat down with Paul Bagnell from BNN. We discussed the markets, current volatility, the automotive and banking sectors, and why the markets are likely to move higher in Q4. Watch the full interview here.
The Art Of Creating A Portfolio For Retirees
Over the last few years, creating portfolios specifically tailored to the needs of retired investors has become more complex. The days of buying an investment and holding it for the long term are long gone. With volatility as prevalent as it is today, and with all the...
BNN Interview – Value In Canadian Banks
Friday, I sat down with Amber Kanwar from BNN. We discussed the value in Canadian banking stocks, the recent purchase by BMO of General Electric's Transportation Finance Division in the U.S, and the opportunities in the financial sector. Watch the full interview...