Take Chalten’s free Risk Questionnaire to receive a risk report and personal risk score. I long ago decided that horseback riding was not going to become a meaningful part of my life. Nonetheless there are others in my life that aren’t yet as ruthless about how they decide to spend their time or treat their tailbone. If I’m […]
Simplicity is not a simple thing. – Charles Chaplin The real measure of our wealth is how much we’d be worth if we lost all our money. – Jowett We love to read and share – here’s some notable things from the last week covering life, investing, planning, financial literacy for kids and caveman living […]
Carl Richards has a great column in the New York times called Sketch Guy where he boils complex financial issues down to simple concepts sketched on the back of a cocktail napkin. We recently saw Carl Richards speak and he talked about how people benefit from working with a financial planner. Here is our attempt at a Carl […]
The core principle of an evidence-based approach is that risk and return are related. The remaining principles of the evidence based approach flow from this core principle. In the fourth installment of our series on Evidence-Based Investing we presented some of the evidence which demonstrates that asset allocation should be based on risk tolerance and disciplined rebalancing. […]
The core principle of an evidence-based approach is that risk and return are related. The remaining principles of the evidence based approach flow from this core principle. In the third installment of our series on Evidence-Based Investing we presented some of the evidence which demonstrates that investors should diversify their investment holdings. In this fourth installment we focus […]
The core principle of an evidence-based approach is that risk and return are related. The remaining principles of the evidence based approach flow from this core principle. In the second installment in our series on Evidence-Based Investing we presented some of the evidence which demonstrates that a buy and hold “passive” investment strategy will outperform […]
The core principle of an evidence-based approach is that risk and return are related. The remaining principles of the evidence based approach flow from this core principle. In this second installment in our series on Evidence-Based Investing we present some of the evidence which demonstrates that over time a buy and hold “passive” investment strategy will outperform an “active” strategy […]
Recently we published a piece titled Why do many reasonable people doubt the science of investing? inspired by the lead article in the March 2015 issue of National Geographic. Over the next few days we will introduce some of the evidence that drives our conviction to follow a disciplined and evidence-based approach that is aligned with […]
Structural issues in the financial advice industry in Canada may be responsible for certain adverse outcomes for clients but the path to progress presents a bit of a conundrum. At the end of February the Ombudsman for Banking Services and Investments (OBSI) released its 2014 Annual Report – we paged through to the section where the […]
The lead article in the current issue of National Geographic, “Why Do Many Reasonable People Doubt Science?” is worth a read for those bewildered why more people haven’t embraced the science of investing. Many investors still seem willing to pay high fees for professionals to try to beat the stock market when the evidence demonstrates that investment returns are driven by risk […]