Advice

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.

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

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.

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

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

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.

Social Media Is Full of Lousy Money Advice

While it can be entertaining, it’s also overflowing with questionable financial advice.

Presidential Elections: What Do They Mean for Markets?

Presidential Elections: What Do They Mean for Markets?

Bank of Canada Makes Supersized Cut

Bank of Canada Makes Supersized Cut

Hidden cameras capture bank employees misleading customers

Hidden cameras capture bank employees misleading customers

Pervasive sales culture at Canadian banks

Pervasive sales culture at Canadian banks

The Paradox of Investing: Why Doing Less Often Means Winning More