What Makes for a Smart Investor?
Investors tend to frame intelligence as an edge—the right analysis, the right company, some insight the market hasn’t fully priced in yet. That framing is understandable, but it conflates intelligence with wisdom, and in investing, the distance between the two is where most meaningful decisions get made. We put the question directly to our Investment […]
Technical Analysis: Counting Stripes with Janine Guenther
By Janine Guenther CFA, CMT, CFP® In her submission to the CMT Association’s Technically Speaking, Janine Guenther shares an insightful reflection on the importance of thinking critically and independently when it comes to investing—a task that technical analysis is well-suited for. “Looking for zebras in a herd of horses…” This was the answer that my […]
Why You Don’t Want a Tax Refund
Canadians often see a tax refund (the balance owed or owing after the process of submitting your tax return) as a small victory at the end of the year—a “bonus” cheque from the Canada Revenue Agency (CRA) that feels like a reward for another successful filing of taxable income. In reality, a large refund is […]
Alternative Investments Masterclass with Bob Sewell
“Diversification always comes back to the same underlying theme: being diversified.” – Bob Sewell In recent years, alternative investments have moved decisively into the mainstream for high-net-worth Canadian families and global investors. The conversation surrounding these strategies now centres not only on diversification and returns but also on enhancing portfolio resilience, managing risk, and achieving […]
A Guide to Charitable Giving in Canada
“No one has ever become poor by giving.” – Anne Frank Canada’s charitable landscape is shifting. Fewer philanthropic Canadians claim charitable donations on their tax returns each year, yet total giving and the average donation have reached record highs—signalling a quiet concentration of generosity among a smaller group of committed households. For families with the […]
Your Guide to Better Investment Decisions
Risk, Financial Markets, and You: A Guide to Better Investment Decisions is an entertaining and practical book full of examples and tips that will revolutionize the way you make investment decisions.
The Psychology of Money: From Biases to Better Decisions
Bellwether Investment Management recently featured Dr. Preet Banerjee, a neuroscientist-turned-financial expert, for an eye-opening client webinar on the psychology of money hosted by Bob Sewell, the firm’s founder and chairman. His central message? We’re fighting against millions of years of evolution when it comes to making smart financial decisions. The evolutionary trap Dr. Banerjee opened […]