Guest Author

Dan Solin

The New York Times' best-selling author of the Smartest series of books

Dan is a best-selling author and a sales coach to advisory firms throughout the World. He gives presentations to large groups, conducts workshops and engages in one-on-one coaching.
Dan is a best-selling author and a sales coach to advisory firms throughout the World. He gives presentations to large groups, conducts workshops and engages in one-on-one coaching.
Personal Wealth
Your Investing Confuses Academics

Your Investing Confuses Academics

Academics are fascinated by the way you invest. You shouldn’t be flattered by their interest. They engage in sophisticated analysis in an effort to explain why you invest in a way that so irrational. The underlying premise of their studies is that your investing behavior makes no sense.

Personal Wealth
Bitcoin Desk Cellphone by david shares on Unsplash

Bitcoin in Perspective

The rapid rise in price of Bitcoin has generated intense speculation about the future of cryptocurrencies. It’s instructive to take a closer look at some of the commentary about the future price of Bitcoin, because it tells you a lot about speculation, investing and financial journalism.

Behavioural Finance
Hidden Danger

A Hidden Danger Few Investors Understand

Over the years, I’ve written extensively on how to invest intelligently and responsibly, based on sound, peer-reviewed evidence. Together with many others, I’ve extolled the virtues of low management fee index funds, global diversification, keeping costs and fees as low as possible and avoiding or deferring taxes.

Personal Wealth
Financial Advisor

Things Great Advisors Say

Do you want to know if your advisor is “great”? One way to tell is to evaluate what’s being said to you. Advisors have conflicts of interest. If your advisor is charging you a fee based on assets under management, advice that reduces those assets will reduce your advisory fee.

Personal Wealth
Person Holding Canadian Leaf by donnie rosie on unsplash

Canadian Banks Don’t Return Your Love

You can’t spend meaningful time in Canada without hearing how much Canadians love their banks. There are five large banks in Canada that dominate the banking industry. Their activities pervade all aspects of the financial lives of Canadians, including investing.

Personal Wealth
Male Financial Advisor Explaining Clients Listening

A Test For Your Broker

Brokers are a friendly lot. They’re also supremely confident of their ability to manage your money. They’re rarely challenged, which is too bad. Many brokers tout their ability to “beat the market”, by market timing, stock picking or selecting the next “hot mutual fund manager.

Market Research
Legendary Advisor

The Two Most Dangerous Words For Investors

I won’t keep you in suspense. The two most dangerous words for investors are “legendary investor.” This description is bandied about by the media to describe an assortment of stock market “gurus”, billionaires and wannabes who’ve made a fortune by managing other people’s money.