As proud Canadians, nothing gets us going more than a good Canada vs. USA discussion. When you live in the shadow of something so big it’s hard not to be a little defensive sometimes. These days, I’m a little sensitive about hockey – so many taunts coming in from friends south of the border trying to […]
There is a very interesting debate (actually it’s gone beyond debate at this point) going on south of the border right now about whether or not the US Department of Labor should impose a fiduciary rule on brokers who work with retirement accounts. A fiduciary is required to put the interests of their clients ahead […]
Last week the BC Securities Commission issued a warning to investors alongside its Smarter Investor Study. The crux of the message: trusting your financial advisor might prevent you from seeing trouble spots with your investments. The study found that while most people acknowledged that ultimately it is their responsibility to research and monitor investments recommended by their […]
Welcome to the Q4 2015 installment of the Chalten Investment Review. Partway through January one can’t help but feel that Q4 was an investing lifetime away! The rearview mirror reflects a status quo very different to what we’re experiencing now. For some, the recent volatility will feel like chaos and panic, for some it will […]
It’s hard to feel good looking at media commentary on the performance of stocks in 2015 and 2016 – here’s a sample: Canada’s year of ‘serial disappointments’ leave investors reeling – Financial Post 5 reasons why the market meltdown matters to all Canadians – Global News Sell everything ahead of stock market crash, say RBS economists […]
Earlier this week we wrote about the home bias many Canadians have when it comes to their investments (see Only two resolutions for Canadian investors in 2016). This home bias turned against investors in 2015 as the underperformance of the energy sector and the loonie teamed up for a double whammy hit to investors’ portfolios. […]
“The lowest risk way to increase returns on your investment portfolio is to pay less to the financial services sector.” “If you want something different You Gotta do something different.” – Nathaniel Williams We love to read and share – here’s some notable things from the last week covering life, investing and financial planning. […]
We have heard so many suggested new years resolutions over the last couple of weeks but believe it’s worth piling on two more for Canadian investors. We hope not but suspect we’ll be highlighting the same resolutions for years to come. Chalten has been open for business for less than a year but already we have seen some very concerning […]
“The pain of discipline is far less than the pain of regret.” -Sarah Bombell “If you want something different You Gotta do something different.” – Nathaniel Williams We love to read and share – here’s some notable things from the last week covering life, investing and financial planning. Perspective Your Choices to Make […]
There are some really good reasons to choose an investment. When we hear things like, “it’s low cost, liquid, diversified, fits with my risk profile and is complementary to my other portfolio holdings”, we shout bravo! Unfortunately we hear lots of other reasons that aren’t so good – here’s a selection: “The people involved in it are […]