Author Archive

I’ve spent a few weeks speaking about conservative investment strategies in light of recent events. However, the strategy that each investor should take is a function of individual objectives and constraints. In other words, what investors do now...

A recent series of articles in this space spoke about tax smart investing and the trend toward tax-managed funds in the US. One uniquely Canadian trend, which wasn’t mentioned in that series, has picked up steam over the past year and is worthy of...

I’m not one for bold predictions but over the past year, it was tough to ignore the urge to call for the “tech bubble’s” inevitable burst. I made my first formal recommendation to lighten up on tech stocks back in mid-September and...

The bigger they are, the harder they fall, as the saying goes. During this past week, investors felt the power of that statement when the giant of Canadian capital markets, Nortel Networks, tripped over its “disappointing” financial results. I...