Archive for the ‘Pensions’ Category

Why Engage The Services Of An Investment Fiduciary?

By Mark Barnicutt on November 30th, 2014

As the concept of fiduciary is being discussed more in the media and among Canadian securities regulators, we believe it is important to address this concept as it’s all about putting the investor-client interests first!We view....

It is time to prepare for the bear

By Dan Hallett on November 26th, 2014

All year I've been wanting to write an article urging advisors and individual investors to prepare for the next bear market.  When stock markets hit a pothole in late summer and early fall, it struck me as an opportune time to refresh this idea. ....

Are you chasing an investment celebrity or the superior money manager?

By Dan Hallett on October 17th, 2014

So-called 'Bond King' Bill Gross made headlines with his recent decision to leave PIMCO - the firm he founded more than 40 years ago - to join Janus Capital Group.  How best to deal with manager changes and whether investors and advisors should....

CalPERS’ hedge fund decision offers important lessons

By Dan Hallett on September 26th, 2014

The California Public Employees' Retirement System - aka CalPERS - announced plans to liquidate its $4 billion hedge fund portfolio.  It's big news because CalPERS is considered a well-run pension plan.  It's huge - at nearly $300 billion USD -....

Smart Beta needs to come out of the closet

By Dan Hallett on February 9th, 2014

With the 2000s’ ballooning list of indexing products I was compelled to give indexing hopefuls a dose of straight talk nearly five years ago.  My message then:  To fully capture indexing’s long-term benefits investors should simply focus on....

Long-Term Thinking: 1800-2013

By Guest Contributors on January 23rd, 2014

Long-Term Thinking died on Tuesday. He was 213 years old.Long-Term Thinking lived an illustrious life since the start of the Industrial Revolution, when for the first time, people could think about more than their next meal. But poor incentives....

“The Rest of the Story” – Upbeat Outcome or Not

By Guest Contributors on January 9th, 2014

When transitioning wealth from one generation to the next, “the rest of the story” occurs after the estate transitions.  Sadly, the rest of the story does not have an upbeat outcome. Unfortunately the rest of the story is that only about 30% of....

My 2014 New Year’s ‘financial’ resolutions

By Dan Hallett on January 3rd, 2014

As the calendar turns to another year, I've wasted no time thinking about resolutions that will help improve your chances for successful wealth management and investment management in 2014 and beyond.  Even if you commit to just a few of these....

When Patience is Not a Virtue

By Warren Mackenzie on December 20th, 2013

There is an old saying attributed to philosopher John Dewey, “Patience is a virtue, possess it if you can, seldom found in woman, never found in man.” In the investing world, patient investors usually do better than impatient investors.....

Avoid these missteps to be a better investor in 2014

By Dan Hallett on December 19th, 2013

My recent review of many investors' portfolios prompted the saying "the more things change, the more they stay the same" to keep ringing in my mind.  With a new year quickly approaching, investors would do themselves a favour by resolving to avoid....

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