Behavioural finance

Advisor's Edge

When to pull the goalie

What an unorthodox hockey strategy teaches us about investing and managing clients

By Mark Burgess |October 15, 2018

4 min read

Advisor's Edge

Expert confidential: Kelley Keehn

Financial literacy advocate, speaker and author of nine personal finance books

By Susan Goldberg |September 21, 2018

3 min read

Advisor's Edge

What is bubble theory?

Bubbles can build and burst at different intervals, or not burst at all

By Katie Keir |September 21, 2018

4 min read

Industry

Canadians’ top financial regrets

The number-one regret reveals the need for advisors

By Staff |May 7, 2018

1 min read

Economic Indicators

What U.S. trade tariffs mean for investors

Last week, U.S. tariffs were announced on steel and aluminum imports—25% on steel and 10% on aluminum. Canada and Mexico are excepted, so long as NAFTA negotiations are ongoing. The exception notwithstanding, the development isn’t good news for investors. “Protectionist U.S. trade policies will do more harm than good, not just to the country’s export […]

By Staff |March 12, 2018

4 min read

Advisor's Edge

Is it time to nix the VIX?

The oft-quoted fear index is widely misunderstood

By Al and Mark Rosen |February 17, 2018

3 min read

Market Insights

Maintain consistent risk to avoid large declines

Discover a potentially better way to capture returns, beyond growth or value strategies

By Mark Yamada |February 17, 2018

3 min read

Industry

The challenge of resolutions and behavioural biases

Canadians who are trying to stick to financial resolutions in the new year have their work cut out for them. That’s because one in five Canadians has a credit card balance that’s larger than their savings, finds a survey commissioned by FPSC and Credit Canada. Gift-buying could be a contributing factor, with 21% of those […]

By Staff |January 15, 2018

2 min read

Advisor's Edge Report

Why understanding gambling can help investors

Professional managers often dislike gambling comparisons, but there are lessons

By Mark Yamada |December 15, 2017

4 min read

Market Insights

How to increase returns by 1.5%

At the end of 2015, the S&P 500 had a 20-year annualized return of 8.2%. In contrast, actual investor return was 4.7%, reveals research from Dalbar Inc. Why the 3.5% difference? Some can be attributed to a lack of cash or a need to remove capital from the market (1.2%); some, to fund expenses (0.8%). […]

By Staff |November 13, 2017

2 min read

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