Ben Carlson

Author of "A Wealth of Common Sense"- a blog that focuses on wealth management, investments, financial markets and investor psychology. 

Some of his articles are listed below:

The Life Cycle of Wealth

"Even though young people may be behind financially because more of us went to college than the older generations, there is still plenty of time to make up for that shortfall.

You just have to start sooner rather than later" " 

Edges That Won't Go Away

"Individual strategies may come and go but I believe there are certain edges that will never be arbitraged or competed away in the markets"

  • Slow traveling ideas
  • Buying hand over fist during bear market
  • Understanding the drawbacks to your strategies but investing with it anyways
  • Systematically taking your lesser self out of the equation 
  • The ability to ignore what others are doing with their money
  • Getting rich slowly

 

 

Performance Chart for 2018

Update on asset class returns on an asset allocation quilt created by Ben Carlson

**Note: Usually a different asset class offers the dominant return in any given year

 

The Forgotten Bear Markets

By Ben Carlson

“After closing at an all-time high on September 20, the S&P 500 entered a bear market on Christmas Eve. The technical definition is a 20% peak-to-trough drawdown, but I’m willing to give this 19.8% fall the benefit of the doubt.”

 

2017 vs. 2018 in the Stock Market

By Ben Carlson

“The first few days of 2019 make it seem like there was a carryover in volatility from 2018 but there was also a carryover in gains at the start of 2018 from 2017 and those obviously didn’t last.”

 

 

Things You See During Every Market Correction

By Ben Carlson

"From the peak close in late-September through the week before Halloween, the S&P 500 fell around 10% for a quick little correction.Over the ensuing 10 trading days stocks have now bounced 6%.

Does this mean the correction is now over? Was it simply another flash correction?"

 

Trends & Time Lapses

By Ben Carlson

"..interesting time lapses this week that do a nice job of showing past and future trends in the economy and the markets."

 

"Good Advice vs. Effective Advice"

By Ben Carlson

Example:

"Good advice is to ignore the noise.

Effective advice is to create a comprehensive investment plan which focuses exclusively on those things that are within your control.

Good advice tells you how to succeed.

Effective advice shows you how to succeed."


Bob Dickey

Managing Director, Technical Strategist with RBC Wealth Management for over 45 years

 

Jim Allworth

Portfolio and Investment Strategist with RBC Wealth Management, for over 40 years

Some of his articles are listed below:
 

"A new phase"

“In what we expect will be a repeated theme in this space, we counsel investors to revisit the question of "risk apetite" were an economic and earnings downturn to play out sometime in the coming quarters. Focusing on the quality of holdings also seems more than usually appropriate.”

"Late cycle"

"One way of looking at the two North American benchmark averages - the U.S.'s S&P 500 and Canada's TSX Composite- would be to note they are a few percentage points higher than at this time last year. A more vivid description would be that they are close to regaining last year's summer peaks after enduring a deep, scary correction in the last four months of 2018."

“Mind the Gap”

“2018 was not a great year for equities in Canada or, for that matter, anywhere. In our view, 2019 should be a better one, if only because the starting point is comparatively depressed vis-à-vis the highs of last year”

"Still alive"

“Second-quarter GDP results for the major economies were mixed. As long as economic data continues to support confidence in next year's earnings estimates and in the idea that the next downturn / recession lies beyond 2019 then global equity portfolios should be able to deliver worthwhile, all-in returns.”

 

 

Perspective: A magazine for clients

Business Owner Special Edition. Volume 6, Issue 2

RBC Wealth Management Services has created a magazine to help us educate clients and prospective clients about wealth management topis and other services from our RBC partners.

The magazine highlights topical issues relevant to high-net-worth clients – from expert advice on tax strategies to family and lifestyle interests. It has been designed to provide a comprehensive wealth management advice and service.

Contact us to get a complimentary copy of the magazine.


 

Articles by other research analysts:

No asset in your estate can be as emotionally charged as the family cottage

By Leanne Kaufman (Head of Estate & Trust Services, President and CEO of Royal Trust) 

As a cottage owner, open dialogue with the next generation is critical for avoiding conflict for those you leave behind. Plan ahead with the help of our in-house specialists.

 

Riding the latest 'crisis' and other market lessons

By Peter Hodson (CFA is a CEO of 5i Research Inc., an independent research network providing conflict-free advice to individual investors) 

Some advice on his favorite investment rules and guidelines:

  • There is always a crisis in the stock market
  • Fear always results in greater volatility than greed
  • Investors still focus too much on the short term
  • Momentum is an investor's best friend

 

 

Seven tips for Choosing your Executor
By Bal Russel (Vice-President, RBC)
"The person you name as your executor has a very important responsibility- settling you estate according to your wishes. By naming someone your executor, you may believe you are honouring them. However, you are also giving them numerous duties - not to mention a potential personal liability. That's why it's important to carefully consider who you choose as your executor."

 

 

 

 

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