Vishal Dhawan on discipline in investing, not predictions

What exactly are long-shorts? And how do they differ from traditional ETFs? In this episode, Lu Lin and your host, Erika Toth, CFA, delve into the popular alternative strategy to answer your frequently asked questions. They explore: • How long-short strategies work • Their role in investors’ portfolios • What sets BMO Long-Short Strategy ETFs apart from the rest Click here to listen now: http://spr.ly/6042ASwnM

The most common traps investors fall into aren’t hidden but disguised as opportunity. High-pressure pitches, unrealistic promises, and vague strategies all point to the same risk: lack of trust. Real investing is steady, transparent, and built on principles, not shortcuts. #InvestorMindset #WealthManagement #GoldInvesting #SmartInvesting #InvestorStrategy

Institutional investing is built on an inherent imbalance: liabilities that stretch for centuries and assets that move with every cycle. The pursuit of permanence lies in bridging this gap – generating steady outcomes despite volatility, flawed frameworks, and imperfect signals. It is a reminder that true money management is not about pursuing short-term returns, but about discipline, clarity of purpose, and building systems that can endure. The infinite game of investing is built on patience and discipline, and its rewards lie in the ability to compound purpose and impact across generations. 🔗 Full episode and blog in the comments. Srinivas Pulavarti | Mohandas Pai

"When it comes to investing, putting all your eggs in one basket can be risky. That’s why diversification across asset classes is a key part of building portfolios, it can help manage risk and smooth out returns over time. Watch Matthew Stanesby, Head of Collectives, share his insights on why spreading investments across different asset classes can make all the difference. Capital at risk. #InsightFocus #income #investing #Diversification #PortfolioManagement #AssetAllocation #FinancialWisdom

Ryan A. Bailey CFA, FRM, CAIA, CMT, CIO of Paradigm Global Investors, sat down with Asset TV at FIN Forum in Frisco to share his thoughts on liquidity, evaluating managers and finding true informational edge in today’s markets. Watch the full interview here.

Equity analysts are continually challenged by investment counsellors. They’re asked to chase answers and examine details as they work through Qube’s 3-phase approach to stock research.   By the time a company makes it to the Steering Committee to be pitched, it’s pretty common for an analyst to have spent 40+ hours in the valuation process for that recommendation. #wealth #money #success #stockmarket #finance #investing

There’s something to be said for being a humble investor. 😌 Overconfidence bias can make investors override a well-established plan when they’re feeling overly confident, putting themselves at risk of losses. Being an unemotional, thoughtful investor is key to building long-term wealth. 💸 Learn more about common investment biases here: https://lnkd.in/di-y-MrX #NewSquareCapital #BehaviorFinance #WealthManagement

Understanding the balance between carry and convexity is at the heart of fixed income investing — and right now, that balance is being tested. In this clip from my conversation with Nicholas Gentile, CFA, CIO of Knights of Columbus Asset Advisors, we explore how his team is positioning duration and navigating today’s curve to capture yield while managing risk. It’s a concise look at how CIOs think about income, volatility, and discipline in a changing rate environment. Have a wonderful weekend ahead!

More choices should mean better outcomes… but in investing, too many options often lead to paralysis, regret, and poor decisions. This is the Paradox of Choice — and it’s one of the most common behavioural traps investors face. In this video, Benis Kumar Moses explains: Why too many investment options overwhelm investors How choice overload leads to regret and switching strategies Simple rules to cut through noise and focus on what matters The process to build clarity and long-term wealth 🔔 Subscribe to Financial Freedom with Benis Kumar Moses for weekly insights on behavioural finance, investor psychology, and wealth creation. #BehaviouralFinance #InvestorPsychology #InvestingTips #FinancialFreedom https://lnkd.in/eX6kETww

As market volatility creeps in like a Halloween chill, the Cetera Investment Management team brews up five essential ingredients for building a resilient portfolio in our latest commentary. From understanding risk tolerance to incorporating alternative investments, this seasonal piece blends timely themes with practical diversification insights to help investors stay grounded—no broomstick required. Read now: https://lnkd.in/gY_kcjfk