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Busting the sell-in-May stock market myth

Investing by stock market lore could be a money-losing strategy “Sell in May, go away, and don’t come back ’til Labour Day” is one of those bits of market lore that’s trotted out from time to time. Other instances of such supposed deep wisdom include, “Never try to...

SELF-PUBLISHED

The hard lessons of market risk

Get a fix on your true level of risk tolerance Until very recently, things had been looking up in the U.S. The Labor Department reported that the U.S. unemployment rate dropped to 11.1% in June, as millions of Americans began returning to work. That helped lift...

SELF-PUBLISHED

Post-pandemic portfolio planning

Rebalancing for recovery The March market meltdown, bond market gyrations, repricing of assets, and the flight to safety over the past couple of months has thrown many portfolios into disarray, particularly those of the do-it-yourself variety. The turmoil is likely...

TELEVISION

Outsmarting the COVID-19 financial panic

Robyn Thompson is featured in CTV’s “Your Morning” with Anne-Marie Mediwake, discussing how to handle your investments and personal finances in the wake of the COVID-19 pandemic scare. With stock markets now into bear market territory, a global recession looming,...

SELF-PUBLISHED

Dealing with market scares

Resist the urge to “do something” Unless you’ve been away on vacation in a secluded place, you’ll know that stock markets sank alarmingly earlier this month as the U.S. Treasury bond yield curve “inverted” – that is, the yield on short-term bonds climbed above the...

SELF-PUBLISHED

The role of a financial advisor

Differentiating from robots and algorithms In this era of robo-advisors and artificial intelligence, it’s easy to believe that the expert, professional flesh-and-blood financial advisor has gone the way of the horse and buggy. It’s even easier to believe if you buy...

SELF-PUBLISHED

Don’t panic! But do review your portfolio

Some annual housekeeping to keep allocations on track Concerns about the health of the global economy, the effects of the U.S.-China trade and tariff dispute, rising interest rates, and the flattening yield curve combined to make the stock market slump of the...

SELF-PUBLISHED

The right financial advice doesn’t cost, it pays

Choosing the best financial advisory team Once you’re established in your profession or career, and you’re accumulating a sizeable nest-egg, getting financial advice from your second cousin or the bank teller just won’t do. You need to get some professional money...

SELF-PUBLISHED

How – and why – to review your portfolio

Avoid falling into the unintended investment-risk trap Looking at your annual bottom-line performance is, of course, key. But it doesn’t tell the whole story. Conducting an annual investment review over and above the pure performance number tells you not only how...

SELF-PUBLISHED

Avoid these three wealth destroyers in 2017

Common investment errors can hit your portfolio hard Investors who sold out of equities after Brexit and again just after the Trump election victory quite possibly lost money last year, even though the big stock market indices turned in strong gains. Turns out they...

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