Behind the Numbers Blog

Become a better investor by overcoming behavioral biases. Discover common investing pitfalls such as loss aversion and overconfidence; and gain insight from real-life examples to better navigate market emotions for better outcomes.

Discover the advantages of IPPs for business owners. These plans enjoy higher contribution limits, tax benefits, catch-up deposits, and growth potential. Learn how to set up an IPP tailored to your needs, and maximize your retirement benefits.

History shows that the majority of investors are often wrong, and how missing even a few days can significantly impact returns. This is why investors should instead focus on staying invested, and exercising patience for long-term success.

There are a few certainties in life, and predicting tops or bottoms in markets is not one of them. We’ve written in the past that timing the market is futile, and making decisions based on emotions is even worse. This is why we default to using methodology...

As we mentioned in our last blog post – we have recently undertaken some of the more significant changes to our portfolio management approach in some time. While we have always believed in having a stable “core” of our portfolios, which makes longer-term...

For the last several years, we have been trying our hand every January at making some predictions for the year ahead. We decided to do the same thing this year, but instead of focusing on predicting events, we decided to make predictions about behaviours...

One of the most popular topics in technology right now is the concept of the “metaverse”. This term has been popularized most recently by Mark Zuckerberg, CEO of the company formerly known as Facebook, now named Meta Platforms Inc. The term “metaverse”...

Everything we do is centered around making our clients, and everyone around us into better investors. While portfolio management and investment selection is a key part of this, so too is creating the optimal structure within which to invest your assets...

One of our most strongly held beliefs when it comes to investing is that the core of our portfolio should always be exposed to long-term secular growth themes. One question we hear fairly often is: What does “secular growth” mean? While there is no precise...