Here’s a question I received recently, which rhymes with many I’ve heard before: Now that the Dow has hit 20,000, we should seriously get out and put the cash under the mattress ... don't you think? This time it was the Dow’s recent high-water mark. In the past, it’s been the same question in various forms, all of which could be rephrased to this question behind the question: Should the all-time nominal stock market highs be used as some sort of signal to reduce equity holdings? Or … [Read more...]
Q&A: Are financial advisor conferences worthwhile (to you)?
If your financial advisor is out of the office, attending a conference, is that a good, bad or non-event for you? To be honest, this is not actually a question I’m frequently asked – at least not out loud. But I think it’s a subject worth exploring anyway. Recently, I took time out of my busy schedule to attend a Dimensional Fund Advisors advanced advisor forum. On the flight home, as I was thinking through all that I’d learned and how I’d make good use of it … it hit me. There’s a big … [Read more...]
Q&A: What do powerful political plays mean to my investing?
From the Clinton vs. Trump U.S. presidential elections, to the unfolding U.K. Brexit news, to keeping an eye on our own “T2” prime minister on the eve of his one-year anniversary in office, this year’s political power plays are generating heightened emotions and strong opinions across the board. I’ve been fielding a lot of questions from investors of all political bents, on whether it might be time to adjust their investment portfolio in light of the latest news. If you want to skip reading … [Read more...]
Q&A: Should I invest in real estate (and if so, how)?
As we described in our post, “Stop believing that real estate has magic powers,” there are often good reasons to include a measure of real estate in your well-managed, globally diversified investment portfolio. That said, there are better and worse ways to get the job done. Take a “worse way,” and the inherent risks can quickly override the potential benefits. What approach do we suggest? These days, investors have easy and cost effective access to Real Estate Investment Trust (REIT) funds … [Read more...]
Q&A: With CRM2’s revised performance reports, how do I know when my investments have “won”?
Last fall, we offered a Q&A overview of Canada’s Client Relationship Model, Phase 2 (CRM2), when the model was still squishy – molded but not yet gelled. As of June, CRM2’s new regulations aimed at establishing more uniform financial performance reports went into effect. For many investors, the results won’t be apparent until they receive their year-end reports in early 2017, but it’s worth being aware of what to make of the required format when it arrives. You and Your Performance … [Read more...]
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