Advanced Investing

The Rational Reminder Podcast Episode 72: Interest Rates, Optimal Asset Location, and Reverse Mortgages

Today on The Rational Reminder Podcast, we talk about the relationship between asset allocation and outcome, the ins and outs of reverse mortgages, and finally, life insurance (or lack thereof) in Canada. However, we begin by sharing some interesting points covered in a recent Barry Ritholtz interview with Eugene Fama and David Booth for his Masters in Business show.

Personal Wealth

Good News? Bad News? No News Is Best When You Go To Invest

Okay, today, I’m taking on a subject I’ve been dancing around for a while. This is one two-step I’m tired of! So let me tell it to you straight: Most of the financial media is out to get you. Their goal is to lure you into staying tuned to their channel, website, or whatever … all day, every day. And they know just how to do it. They bait their trap with an endless stream of BREAKING NEWS.

Market Research

Why the smart move is to stay invested

It may be bad memories from last October coming to the surface, but I’ve been sensing more nervousness about the stock market in recent weeks. You’ll recall the markets went through a bad patch around this time in 2018, with the S&P/TSX Composite down 6.3% in October and another 5.4% in December. South of the border, the S&P 500 plunged 6.8% in October and 9% in December.

Advanced Investing

The Rational Reminder Podcast Episode 69: Quantitative Investing: The Solution to Human Bias with Wes Gray

Today we are joined by Wesley Gray who is the CEO of Alpha Architect, a firm in the US that specializes in concentrated factor strategies. Having completed his MBA and PhD at the University of Chicago – the Harvard of the finance world – Wes is an authoritative voice when it comes to quantitative research and factor investing.

Market Research

Straight Talk on Passive Investing

Michael Burry’s words reported in a Bloomberg article caused a good deal of commotion and may even have shaken some investors’ confidence in passive funds. In my opinion, the article delivers three negative messages about index funds without offering the slightest proof. Let’s take a closer look.

Personal Wealth

What’s Your Read on Financial Literacy?

Along with reading, writing, and arithmetic, you’d think personal financial literacy would be just as core to our kids’ education. Instead, the subject rarely makes its way into the standard curriculum of grade schools or high schools. I’ve even seen postsecondary business programs pass it by.

Featured Contributors

  • Peter Guay

    MBA, CFA, Portfolio Manager
  • Benjamin Felix

    MBA, CFA, CFP, Portfolio Manager
  • Nancy Graham

    CPA, CA, CFP®, CIM, TEP, Portfolio Manager
  • Raymond Kerzérho

    CFA, Director of Research
  • Brady Plunkett

    CIM®, Associate Portfolio Manager
  • James Parkyn

    Adm. A. CIM, FCSI, F.Pl, Portfolio Manager
  • Justin Bender

    CFA, CFP, B.Comm., Portfolio Manager
  • Dan Bortolotti

    CFP, CIM®, Portfolio Manager
  • Graham Westmacott

    CFA, Portfolio Manager
  • Susan Daley

    CFA, CFP, Portfolio Manager
  • Anthony Layton

    MBA, CIM®, Chairman of the Board, Portfolio Manager
  • Kristine van der Pas-Norenius

    Certified Retirement Transition Coach and happy PWL client
  • Peter Forsyth

    Emeritus Professor
  • Jennifer Vachon

    PWL Former Chief Compliance Officer
  • Dan Solin

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

    Writer, Broadcaster, PWL client and advocate
  • François Doyon La Rochelle

    B.B.A., CFA, Portfolio Manager
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