Celtics, perceptions and investments

For a while last spring, Canada became a basketball-mad country. The Toronto Raptors surprised a lot of people, especially in the U.S., by winning the NBA championship.

  • January 21, 2020

    30-second reviews

    We review insights from behavioural economics books to reconnect you with useful things you might have already read – and help connect those ideas to investor behaviour.

  • November 27, 2019

    Presidents on trial

    History hints at how markets will react to Trump’s impeachment.

  • September 12, 2019

    How to use video marketing to grow your business

    To connect, build and nurture strong relationships, you need to meet your audience where they are.

  • August 31, 2019

    MFS insights: in an aging bull market, investors get picky

    Despite global equity markets providing double-digit returns in the first half of the year, investors are discriminating to a degree that has not been seen in years.

  • August 19, 2019

    Are advisory fees deductible? It depends

    Many dealers have been switching to a fee-based model. The perceived benefit, from the investor’s point of view, could be the potential ability to deduct advisory fees on a non-registered account.

  • August 01, 2019

    Series descriptions

    Mutual funds are categorized into different “series” or “classes” which are designed to provide different benefits for investors and/or different compensation arrangements for the advisors that sell the fund.

  • August 01, 2019

    A detailed look at segregated fund taxation: how it’s different, and why

    We often find that the tax nuances of segregated funds are glossed over, with a general, high-level comparison to non-registered mutual fund trusts.

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