Your Portfolio Has a Plan for a Bad Year. Does the Rest of Your Life?

Markets get most of the attention. The years that cost families the most usually start somewhere else.

The 20-Year Question

People usually assess risk with the wrong kind of clock. The one that really matters is as follows.

What Happens on a Tuesday?

Money and happiness, and the 15 years nobody plans for

The Perfect Portfolio Is a Myth

The Game You're Already Playing

What game theory tells us about markets, decisions, and staying in long enough to win

The Story the Headlines Are Missing

Nobody knows what comes next. Here's what we do know

Why Owning the Right Stocks Is Harder Than You Think

An educational guide for investors who want to make evidence-based decisions

A Different Way to Think About Change

Understanding Why We Stay Stuck - And How to Actually Move Forward

The Hindsight Illusion: The Past Wasn't Better - We Just Know How It Ends

If today feels more stressful than the past, it's not because the world is crazier - it's because you already know how the past ended.

The Mental Edge: What Games Reveal About Long-Term Success

Why Wall Street's sharpest minds practice staying present, questioning wins, and playing the long game.

The Game Strategies That Shape Wall Street’s Sharpest Minds

Why Your Birth Year Matters More Than You Think

The decade you were born in may have (unknowingly) shaped your financial future

'Twas the Week Before Christmas

The Missing Piece in Your Retirement Plan: Long-Term Care and Family

There's often an unspoken assumption that children will automatically become caregivers, but this needs to be questioned before the need arises

The New Math of Retirement: Planning for 40 Years

Retirement isn't what it used to be. And if you're still planning with old assumptions, you're setting yourself up for a gap that grows wider every year.

Rethinking Wealth: Why Purpose Matters

What are you delaying today because you're waiting for a number in your account?

Building Wealth Across Generations: A Guide to Saving for Your Children's Future

The answer isn't as straightforward as many would hope.

The Investor's Compass: Why Patience Beats Panic in Today's Market

Another Market Timing Article (Except Not Really)

When "Doing Something" Feels Better Than Doing the Right Thing

Slow and Steady: Why Patient Investing Beats Chasing the Latest Trend

Remember the old story about the tortoise and the hare? That ancient fable has never been more relevant to today's investment landscape.

Should You Protect Your Portfolio Right Now?

A Clear-Eyed Look at Market Valuations, Timing, and What Actually Works

Your "Safe" Index Fund Might Be Riskier Than You Think

But here's what most investors don't realize: that supposedly diversified index fund might be carrying more risk right now than at any point in the past 50 years.

The Data Paradox: Why Less Might Be More

As you review your quarterly statement this month, we want to share something counterintuitive: your quarterly statement should be the most data you look at for a while.

Why Surveying Banks Isn't Enough to Protect Canadian Investors

Three months after shocking revelations, investor advocates demand regulators stop studying and start regulating.