Tag: knowledge

What About Rate of Return?


Back in the  ’80’s there existed a financial advisory firm that could make anyone’s financial plan work.  Need more, can only save a little, or have a only a little time to retirement?  No problem, we can make it work for you. A pretty… Continue Reading “What About Rate of Return?”

Investing and Situational Awareness


Investing as a tool in a financial plan is not as simple as merely choosing to buy some fund or portfolio and then forget it.  It is more like the process that a baseball infielder goes through before every pitch.  What can happen and… Continue Reading “Investing and Situational Awareness”

What Is Your Fear Factor?


Halloween seems the right day to talk about fear. Ghosts and Goblins may not be the only fears we have. Everyone has a fear capability so possibly it makes more sense to talk about what to do about it. We need to know about… Continue Reading “What Is Your Fear Factor?”

Do You Know About The Q Ratio?


Tomorrow (25 September 2013) the Federal Reserve will release the Flow Of Funds Account statistical release for the second quarter of 2013. You may expect to see stories about the release although they will not refer to it specifically. Instead they will talk about… Continue Reading “Do You Know About The Q Ratio?”

Are There Any Absolutes?


If you had asked me that question yesterday, I might have said yes.  After all there is “the real world,” morals and ethics, the laws of physics and more.  One absolute that I had never thought about before was “F”  The mark you get… Continue Reading “Are There Any Absolutes?”

What Would Warren Buffet Do?


There is a theory in finance that claims that stock prices are “efficient.” By efficient they mean that everything known and knowable is built into the price. Future conditions. Competitors actions. Cost of financing. Obsolescence. Demographics. Tax rates. Government regulation. Everything. The theory, of… Continue Reading “What Would Warren Buffet Do?”

Sane Comment About Fees


There has been much commentary on transparent investment fees in the past several months. This one in the Globe & Mail by Preet Banarjee is excellent. Financial industry needs more transparency on fees Preet makes several good points. For example, some advisers and fund… Continue Reading “Sane Comment About Fees”

On Transparent Fees


If you earn income by arranging investment funds for clients, you must address the MER question. There is a quite a lot of discussion going on, so you clients probably already know part of the story. You don’t know which part yet. If you… Continue Reading “On Transparent Fees”

I Am, Once Again, Disappointed With The Financial Post


Canadian mutual fund fees have again appeared in a misleading Financial Post story. This time – Canada’s mutual fund fees still highest of 24 countries by David Pett 16 May 2013 Financial Post Page 6 While the article clearly parrots the Morningstar “Global Fund… Continue Reading “I Am, Once Again, Disappointed With The Financial Post”

Does Your Business Model Rely On Knowledgeable Customers?


In the early ’90’s I had lunch with two executives in the Toronto movie production business and my late friend Doug Dales, who supplied equipment to the movie industry. All were interested in and had interests in satellite delivered TV. The meeting was about… Continue Reading “Does Your Business Model Rely On Knowledgeable Customers?”

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