Navigating Market Crashes

Why Is Inflation Scarier Than a Market Crash?

Inflation is now the #1 fear with “6 in 10 Canadians concerned they might not have enough money to feed their family”, according to an Ipsos poll. Most Canadians have never experienced high inflation. It has been flat at 2% for 3 decades, but jumped to 8% in 2022 and is down to 5% now…

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Why You Need A Growth Mindset

If there is one video you should watch of mine – it’s this one. It is my underlying outlook on life and financial planning. This is the outlook that leads to financial success. In my latest YouTube video, you’ll learn about the differences between a fear-based mindset and a growth mindset, and how wealthy people…

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Live Q&A from Canadian Financial Summit

I expected questions on my 2 talks at the Canadian Financial Summit a month ago. I was surpised to get questions on many topics, including: How to setup a tax-efficient retirement income. The truth you need to hear about why the investment industry forces you to invest in bonds. Bonds – a horrible place to…

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Perspective on a Trump Government

After last night’s US election result, everyone is asking why Trump won and what this means for the US and the world. I have been reading about this all day and came across this insightful perspective from a particularly intelligent fund manager:   “Last night’s election results remind me of the1971 Monty Python album “And…

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The One Gigantic Mistake You (and Your Advisor) Keep Making

  You review your investments and notice that one is not doing well. You sell and buy a different investment that has been doing well for a few years. You heard favourable news in the media, internet or from your advisor related to the new investment. That’s it! That is the gigantic mistake you keep…

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Are you too focused on Risk Reduction vs. Growth?

A few years ago, we held a client event that highlighted the difference between how different types of investors think. I had invited my favourite Hedge Fund Manager and my favourite Growth Fund Manager. It was the contrast in their thinking that I found fascinating. Read more…

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Are you “Smart Money” or “Dumb Money”?

Amateur investors often look down on professional fund managers thinking they are not worth their fees. Meanwhile, professional fund managers tend to think of amateur investors as “dumb money”. What is “dumb money”? It is investors that invest when the markets are high and then sell when the markets are low.

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Death of Equities – Again?

“The cult of equity is dead.” – Bill Gross, CIO of PIMCO & manager of the world’s largest bond fund   Perhaps the most famous spectacularly incorrect forecast was the August 13, 1979 BusinessWeek article titled “The Death of Equities”. It signaled the start of one of the greatest bull markets in history with the…

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