
Market peaks shouldn’t be scary
It’s hard to open a financial newspaper, check your social media feed or even listen to the news these days without hearing someone talking about

Market peaks shouldn’t be scary
It’s hard to open a financial newspaper, check your social media feed or even listen to the news these days without hearing someone talking about

The importance of finding better problems
Last year, we had the folks from a very successful organization come into Ottawa to facilitate a one-day workshop called “Creating a personal/business vision of

Why optimism is the only realistic outlook
It’s tough being an optimist these days. The political culture wars are driving friends, families and countries apart. Europe and the Middle East are engulfed

Staying put in a tough market is hard: Trying to time the market is worse
Investors have been on quite the roller coaster over the last five years. We’ve had three bear markets – when markets go down more than

Fat tails and the precautionary principle: How Isaac Newton lost his shirt in the stock market
Sir Isaac Newton was a mathematician, physicist and philosopher who was considered by many to be the father of the scientific revolution, and one of

Too many investors fear longevity too little – and market volatility too much
In 1993, the cost to mail a letter in Canada was 43 cents. Today (assuming anyone were to actually want to mail a letter) it

Cheap and boring: Why the least exciting stocks look pretty good right now
Mark Twain has been credited with saying that “history doesn’t repeat itself, but it often rhymes.” In my experience, this sage observation is particularly fitting

When is the right time to exercise stock options or sell stock in your company?
One of the most frequent questions I get from clients who own their own companies, or who have a significant portion of their money tied

How to crash-proof your retirement income
There are three big things you can do right now to protect your nest egg – and your retirement income – from almost any potential

When to take OAS and CPP – another perspective
We’re all getting older and one of the hot topics for us aging boomers is when to take our OAS and CPP. The rewards for
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