Some investors think we’re at the beginning of a commodity supercycle that will keep prices elevated for a long period. Others are enthusiastic about the prospects of technology stocks, especially   Read More

Small-cap stocks take great effort to analyze and understand. That’s why we think most investors are better off relying on mutual funds for these types of investments.
The greatest potential for   Read More

“Earnings” seems like a simple concept. It’s just revenues less costs, right? But things are seldom as simple as they seem.
How can any corporation, income trust or other organization steadily   Read More

But devote only a small part of your portfolio to small-cap stocks. It’s impossible to keep track of a 1,000-stock portfolio.
It stands to reason that huge winners—stocks that go up   Read More

Ken Norquay notes that small investors can move in and out of markets without disturbing a thing. Large investors can’t. Our plans should take this into account.
Today the press is   Read More

Small-cap stocks take great effort to analyze and understand. That’s why we think most investors are better off relying on mutual funds for these types of investments.
The greatest potential for   Read More

But devote only a small part of your portfolio to small-cap stocks. It’s impossible to keep track of a 1,000-stock portfolio.
It stands to reason that huge winners—stocks that go up   Read More

There are countless sophisticated strategies you can use to achieve better investment results. But the best investment strategy is to use plain common sense and patience.

Devising an investment strategy that   Read More

Ken Norquay notes that small investors can move in and out of markets without disturbing a thing. Large investors can’t. Our plans should take this into account.
Today the press is   Read More

There are countless sophisticated investment strategies to try to better your investment results. But experience shows that your best investment strategy is to use plain common sense.
Devising an investment strategy   Read More

Odlum Brown’s model portfolio is well-diversified with reasonably-priced, high-quality stocks that have the ability to grow and raise prices to offset inflationary pressures.
Twenty-seven years ago, on Dec. 15, 1994, our   Read More

Warrants cost a lot less than the stocks they give you a right to buy—and when stock prices rise, warrant prices often rise faster. But warrants are also far riskier   Read More

With all our other investment choices, be it stocks or trusts or bonds or cash, we all make our own decisions on what and when to buy and sell. Not   Read More

There are countless sophisticated strategies you can use to achieve better investment results. But the best investment strategy is to use plain common sense and patience.

Devising an investment strategy that   Read More

There are countless sophisticated investment strategies to try to better your investment results. But experience shows that your best investment strategy is to use plain common sense.
Devising an investment strategy   Read More

Odlum Brown’s model portfolio is well-diversified with reasonably-priced, high-quality stocks that have the ability to grow and raise prices to offset inflationary pressures.

Twenty-seven years ago, on Dec. 15, 1994, our   Read More

Warrants cost a lot less than the stocks they give you a right to buy—and when stock prices rise, warrant prices often rise faster. But warrants are also far riskier   Read More

With all our other investment choices, be it stocks or trusts or bonds or cash, we all make our own decisions on what and when to buy and sell. Not   Read More

Some income investors are turning to straight preferred shares to increase the cash they earn. But this can cost them money if they ignore the yield-to-call of older preferred shares.
Some   Read More

Aim for balance when you diversify your portfolio. Decide how much you should invest in each stock or industry group so that it will have meaningful representation.
Most investors learn the   Read More

If investment optimism fades, consider Beutel Goodman Canadian Equity Fund. Its undervalued stocks are meant to offer a measure of downside protection.

In the first half of this year, positive trends   Read More

Sideways patterns are rare, but they do happen. When you spot one, take a hard look at the fundamentals of the security. If they’re sound, take advantage.
I love to see   Read More

The reinvestment of dividends is essential to building wealth. Only spend your dividends in retirement.

Investors building their wealth usually depend on stocks. Many studies have shown that stocks outperform bonds   Read More

Ordinary investors need to know that these are not ordinary times. It’s time to review your risk tolerance. Ken Norquay asks: Are you satisfied with the profits you have just   Read More

Asking a friend or relative to execute your estate may be a recipe for unpleasantness or worse after you’re gone.
As baby boomers husband their assets and approach the inevitable, many   Read More

Aim for balance when you diversify your portfolio. Decide how much you should invest in each stock or industry group so that it will have meaningful representation.
Most investors learn the   Read More

Financial trends illustrate the forces at work in the economic world. Behavioural finance analyst Ken Norquay wonders how this tangled web will unwind.
“It’s like déjà vu all over again,” baseball’s   Read More

Some income investors are turning to straight preferred shares to increase the cash they earn. But this can cost them money if they ignore the yield-to-call of older preferred shares.
Some   Read More

If investment optimism fades, consider Beutel Goodman Canadian Equity Fund. Its undervalued stocks are meant to offer a measure of downside protection.

In the first half of this year, positive trends   Read More

Historically, small stocks beat big stocks. But the better gains of small stocks was due to one unusual nine-year period. Big stocks should keep up with small stocks.

At first glance,   Read More

Financial planner Mark Halpern says your generosity can make a real difference in the lives and causes you are passionate about . . . and inspire your own future generations.

We   Read More

Asking a friend or relative to execute your estate may be a recipe for unpleasantness or worse after you’re gone.
As baby boomers husband their assets and approach the inevitable, many   Read More

Each quarter, we make a 180-day forecast of what we expect the economy and the stock market to do over the next six months.

Here’s our forecast of what we expect   Read More

The reinvestment of dividends is essential to building wealth. Only spend your dividends in retirement.

Investors building their wealth usually depend on stocks. Many studies have shown that stocks outperform bonds   Read More

Add to equity markets in Canada, Europe, the UK and Japan. Go easy on investing in US stocks.

The economic recovery continues to be propelled by monetary and fiscal stimuli, the   Read More

If investment optimism fades, consider Beutel Goodman Canadian Equity Fund. Its undervalued stocks are meant to offer a measure of downside protection.

In the first half of this year, positive trends   Read More

Accountant Mark Goodfield (aka The Blunt Bean Counter) reviews six common investment errors he has observed over the years.
I am involved in wealth advisory for some of my clients as   Read More

Aim for balance when you diversify your portfolio. Decide how much you should invest in each stock or industry group so that it will have meaningful representation.
Most investors learn the   Read More

Ordinary investors need to know that these are not ordinary times. It’s time to review your risk tolerance. Ken Norquay asks: Are you satisfied with the profits you have just   Read More

Sideways patterns are rare, but they do happen. When you spot one, take a hard look at the fundamentals of the security. If they’re sound, take advantage.
I love to see   Read More

Each quarter, we make a 180-day forecast of what we expect the economy and the stock market to do over the next six months.

Here’s our forecast of what we expect   Read More

The reinvestment of dividends is essential to building wealth. Only spend your dividends in retirement.

Investors building their wealth usually depend on stocks. Many studies have shown that stocks outperform bonds   Read More

Add to equity markets in Canada, Europe, the UK and Japan. Go easy on investing in US stocks.

The economic recovery continues to be propelled by monetary and fiscal stimuli, the   Read More

Asking a friend or relative to execute your estate may be a recipe for unpleasantness or worse after you’re gone.
As baby boomers husband their assets and approach the inevitable, many   Read More

Oh yeah? Mark Goodfield (aka The Blunt Bean Counter) encourages discussing your will with your family and explaining your intentions to avoid or minimize sibling estate issues.

In December 2019, I   Read More

A long-term study found that share price gains accounted for about a third of most investors’ stock returns. Reinvested dividends made the other two-thirds of the returns.

A study found that   Read More

How have stocks and bonds done over the previous six months? If there are disparities in the relative performances of various types of your investments, it’s time to rebalance.

Your asset   Read More

The reinvestment of dividends is essential to building wealth. Only spend your dividends in retirement.

Investors building their wealth usually depend on stocks. Many studies have shown that stocks outperform bonds   Read More

Blind adherence to an asset allocation model may not always prove optimal. We suggest a seemingly counter-intuitive, but more flexible, approach.

Many’s the investor who, when faced with retirement and the   Read More

Discretionary family trusts have a tax life span of 21 years. Without proper planning, the family trust may be subject to a deemed capital gain, says tax lawyer Samantha Prasad.
The   Read More

The Soviet Union was once famous for its constantly evolving five-year plans. Maybe they were onto something.
At times like these, when stock markets bump up against new highs and investors   Read More

This refresher is designed to both promote the use of, and inject a little sanguinity into, the Rule of 72.

Here’s a little refresher on the Rule of 72. It’s called   Read More