Category Archives: Behavioural Finance

What is Your Investment Personality? Are you an Independent?

The final investor type that we are going to explore in my Fall 2017 Investor’s Guide to Thriving is the independent analyst. Independents are actively involved in the investment process and enjoy the research part of investing. They are good decision-makers and have no problem

What is Your Investment Personality? Are you a Follower?

My Fall 2017 Investor’s Guide to Thriving tour features “What’s Your Investor Personality?” – a fascinating talk about the behavioural science of successful (and not so successful) investing. I will lead the audience through an exercise to identify what type of investor they are of

What is Your Investment Personality? Are you a Preserver?

My Fall 2017 Investor’s Guide to Thriving tour features “What’s Your Investor Personality?” – a fascinating talk about the behavioural science of successful (and not so successful) investing. I will lead the audience through an exercise to identify what type of investor they are of

Are You a Growth Investor? What is Your Investment Personality?

My Fall 2017 Investor’s Guide to Thriving tour features “What’s Your Investor Personality?” – a fascinating talk about the behavioral science of successful (and not so successful) investing. I will lead the audience through an exercise to identify what type of investor they are of

What Does Market Valuation Tell Us About Future Returns?

You have probably heard from me and others that the US market is overvalued. You have also probably heard (from others) that since interest rates are so low, the market deserves a higher valuation. One of my favourite investment managers (GMO – Grantham, Mayo, &

Assessing the Risk of a Market Correction

We finally saw a bit of volatility last week ignited by the tough talk between Trump and North Korea. Will this be the catalyst to ignite the next material market decline? Reading the “Tape” is not for everyone. It’s a skill that is fraught with

How Should You Use Gold In Your Portfolio?

The most important portfolio factor for many investors is diversification. Lowering portfolio risk while generating yield is something that every investor should strive for. One asset class that engenders a multitude of emotions but has no yield is precious metals and gold in particular. Gold

Webinar Replay: Smart Portfolios with Larry Berman

For those of you who missed Larry’s webinar on June 29th, or missed The Investor’s Guide to Thriving series this past spring (or if you attended but just want to see the presentation again) you are in luck! Below you will find a link to