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Introducing our new portfolio review service for professionals
The vast majority of pensions funds, charities, endowments and other institutional portfolios have underperformed the market for decades. The way to stop the rot is to have an independent portfolio review, reduce fees and complexity, and increase diversification. From today, that’s precisely what TEBI is offering. As anyone who’s read The...
Don’t stress about things you have no control over
By JONATHAN CLEMENTS Here’s the least surprising thing you’ll read this week: you can’t control the financial markets. They’re driven by news — and we simply don’t know what news we’ll get in the weeks and months ahead, whether it’s about...
How much should the economy matter to stock market investors?
By PATRICK CAIRNS It seems logical to believe that the performance of a country’s stock market is linked to the state of its economy. After all, if GDP growth is strong, company profits are good, and that should help share prices....
How do you know if you can trust your adviser?
It’s very important that you have absolute trust in your financial adviser. But how do you go about choosing one? In this video, Herman Brodie, an expert on the adviser-client relationship, says the first priority is to establish that an adviser is...
Three questions to ask if you’re worried about the stock market
The world is gripped by fear about COVID-19. We shouldn’t be surprised. Human beings are finely attuned to what we see as immediate threats. It’s how we evolved. But it isn’t always helpful. What about the potential impact on your investment portfolio?...
Why you shouldn’t join the endowment club
By PRESTON McSWAIN A message like the following is being delivered over and over to individual investors and trustees: To be a good fiduciary of wealth, you need to “join the [endowment] club” and “place 40% or more” of your assets...
Is market-cap indexing a form of momentum investing?
By BEN JOHNSON If I had a nickel for every time I’ve heard someone say that market-cap weighting is a momentum strategy because investors in cap-weighted index funds “buy more of the biggest stocks as their price goes up,” I’d be...
