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Newsletters,
Commentary, Reports and Perspectives |
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December 2010 |
Capitalism In Crisis 4:
Depth Dynamics of debt, GDP, world trade and
quantitative easing. |
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September 2010 |
Point of Sale Disclosure and
Regulatory Failure in Canada |
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April 2010 |
Submission to task force for
financial literacy |
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September 2009 |
Comments on IIROC CRM
Proposals |
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May 2009 |
Theatre of The Absurd/A
Retail Financial "Ground Hog Day" |
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April 2009 |
Should you really be
rebalancing? A basic return model for the current
environment |
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April 2009 |
Shorts April |
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April 2009 |
Global Blog Comment
Compendium |
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March 2009 |
Shorts - March |
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March 2009 |
After The Descent, Products
and Product Fads - Corporate Series |
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February 2009 |
After The Descent, Roles of
Advisors - Corporate Series |
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February 2009 |
After The Descent, Market
Timing/Buy and Hold - Corporate Series |
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February 2009 |
After The Descent,
Investment Planning Issues - Corporate Series |
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February 2009 |
After The Descent, Costs and
Other Issues - Corporate Series |
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February 2009 |
After The Descent, Financial
Economic Crisis Issues - Corporate Series |
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January 2009 |
After the Descent, Intro -
Corporate series |
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October 2008 |
GMWB RIsk Modelling &
Sequence of Returns Sun Life Data |
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September 2008 |
GMWB Sequence of Returns
Manulife Data |
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July 2008 |
Submission to Expert Panel
on Securities Regulation based on presentation to Expert
Panel 18 June 2008 |
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June 2008 |
Perspectives on Capitalism
in Crisis 3 - Market timing, Money Supply and Economic
imperatives |
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May 2008 |
Price Earnings Multiples,
Inflation and Valuations |
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February 2008 |
Buffet Bullish on US
Economy- A TAMRIS Perspective |
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January 2008 |
IDA Complaints Process, OBSI
Terms of Reference & Suitability |
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December 2007 |
A High Wire Act -
Leverage & The GMWB |
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November
2007 |
Perspectives on Capitalism
In Crisis - Consumer Debt & Related Issues |
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October
2007 |
Perspectives on Capitalism
In Crisis - Money Supply, Interest Rates & Inflation |
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July 2007 |
Commentary : Joint Forum of
Regulators, Point of Sale Documentation |
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July
2007 |
Guaranteed Minimum
Withdrawal Benefit Plans Report Compendium; (1)
Sun Life SunWise Elite Plus update; (2) "A Sleight
of hand or a Viable Portfolio Solution"; (3)
Index-Linked GIC analysis; (4) Product Educational
Supplement. |
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April 2007 |
The Insanity of Income
Trusts Part 1 Taxation and the Valuation Premium |
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January
2007 |
House of Commons Finance
Committee: Presentation on Income Trusts |
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October 2006 |
The Malign March of the
Product: A Warning |
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September 2006 |
The
Fundamentals of Asset Allocation, Weaknesses of
M.P.T. & A Fundamental Framework for the Management
of Assets and Liabilities |
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July 2006 |
Hedge Funds &
Their Place in the Private Client Portfolio |
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June 2006 |
Another side of diversification, correlation and
volatility |
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June
2006 |
Derivatives,
The Risks They Pose & Consumer Fundamentals |
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June 2006 |
Income and the "New
Realities of retirement(?)" |
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May 2006 |
The US Consumer |
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May 2006 |
Diversification is risk ; Warren Buffett & The
Paradox of Diversification |
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May 2006
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Beating the drum regarding
Monte Carlo - Mail to E Roseman Toronto Star |
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March 2006 |
In Search of the Truth:
Magic Numbers & Safe Withdrawal rates |
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February 2006 |
Second Opinions &
Independent Structural Assessments |
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January 2006 |
The Global Bubble Economy; A Canadian Portfolio
Perspective |
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January 2006 |
Suitability,
Minimum Standards & Fiduciary Duty In the Canadian
Financial Services Industry |
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October 2005 |
Income Trusts: are they really "the only game in town."? |
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September 2005 |
Products & Related Issues, A
Critical Look |
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June 2005 |
Registration Reform Project
Working Committee paper comments |
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May 2005 |
Investors have rights. |
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Historic Documents - Pre
Money Managed Properly |
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TAMRIS:
Introduction & technical document summary |
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TAMRIS:
The portfolio problem & portfolio optimisation in
liability space |
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TAMRIS:
A General Document |
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TAMRIS:
Fundamentals |
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TAMRIS:
Total Asset Life Cycle Wealth Management |
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TAMRIS:
Asset Liability Modelling |
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TAMRIS:
Investment Planning |
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TAMRIS: Valuation, Allocation & Management |
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TAMRIS: RIsk Profiling, Education & RIsk Assessment |
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TAMRIS: Weakness of Retail Risk Assessment |
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TAMRIS: Personalised Model Portfolio |
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TAMRIS: Liability Management Frameworks |
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