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The Globe & Mail

Three time-tested investment mantras for advisors

As published in The Globe and Mail on September 26, 2024 (for subscribers only). Use low sentiment to your advantage  Rush hour traffic is no one’s idea of fun. Studies show idling on crowded roads negatively affects our health and lowers satisfaction with work and life. Likewise, crowded trades are no picnic for advisors who […]

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Three ways to identify capital compounders

As published in the Globe & Mail on July 9, 2024 (for subscribers only) There are thousands of publicly listed companies globally, yet only a small percentage generate long-term wealth for shareholders. In a study that analyzed the performance of 64,000 global stocks over a 30-year period, from January 1990 to December 2020, researchers discovered […]

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Risk tolerance is emotional and can’t be measured easily

As seen in the Globe & Mail on May 16, 2024 (for subscribers only) In the professional sphere, investment risk is defined in technical terms with mathematical ratios, such as standard deviation, Sharpe Ratio, Beta, R-Squared and so forth. These can be useful tools. In addition, each type of asset class has its own peculiar risks. […]

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