Sam in the News

To navigate market volatility, investors should focus on long-term goals, diversify their portfolios, and avoid emotional decisions during market swings. Patience and a disciplined, diversified approach have historically outperformed short-term reactions, delivering more consistent returns over time.

Overcomplicating your investments can lead to higher costs and lower returns. Simple strategies—like diversification, minimizing fees, and focusing on long-term goals—often outperform complex, actively managed approaches

What happens when the market takes an unexpected turn, a global crisis shakes our confidence, or we have personal upheaval?

Implementing behavioural “nudges” can lead to better investment decisions. We can learn to break free from the recency bias trap. After all, as Mark Twain noted, “History doesn’t repeat itself, but it often rhymes.”

By trimming winners and bolstering laggards, investors can keep their portfolios aligned with their goals, reducing risk, and potentially enhancing returns – a winning strategy both on and off the ice.

When the Reddit IPO hit the market last month, the stock surged almost 50 per cent on its first day, turning heads and sparking discussions everywhere.

In fact, studies show that about 90 per cent of people fail to achieve their New Year’s resolutions. And it’s not simply a lack of willpower.

How much can you afford to lose when you are wrong? This is a key question to consider. Many things are out of your control.

The principle of subtraction can prove beneficial, even when applied to our financial practices. It offers a fresh perspective on how we manage our portfolios.

Knowing what your retirement savings are meant to help you do is as important as having a financial plan.

There are limits to the prediction machine. It doesn’t factor in individual human preferences or experiences.

A famous study found that people who trade the most – action bias and overconfidence at work – turning over their entire portfolio almost twice.

Individual behaviour that is completely rational may not make sense at a larger, or collective, level.

Artificial intelligence may help identify biases, but improving investor behaviour requires a human touch.

Make your financial goals a default position and you’re more likely to meet those goals.

Make your financial goals a default position and you’re more likely to meet those goals.

One contributing factor was SVB’s decision not to hedge interest-rate risk. SVB had a large portfolio of long-duration bonds on their balance.

In the case of the weekend warrior, an anchor point can be a high school personal best.

Ultimately, whether as investors or politicians, we are all susceptible to the “hot-cold empathy” gap – allowing time to cool down before acting.

So, what will 2023 hold in store for us? Well, many are expecting continued interest-rate hikes, higher consumer prices and even a recession.

Social media hype leads investors to believe that everyone is investing and leads to a fear of missing out.

The purpose of this research was to review the existing literature and, using an online analytical survey, conduct a statistical analysis to determine the relationship between risk tolerance and risk-taking.

Building wealth isn’t rocket science, writes industry executive Sam Sivarajan in his 2022 book Making Your Money Work: The Secrets to Financial Health. “It is simple, but it is not easy.”

From an investment standpoint, the role of an adviser is to construct a variety of portfolios with differing risk and return trade-offs, obtain an understanding of the investor’s preferences.

The Canadian M&A market pulled back a bit in the third quarter after several quarters of historically strong deal flow, according to the latest data from Toronto’s Crosbie & Co.

London, Ont.-based London Life and Toronto-based Mackenzie Investments are launching a goals-based asset management program and a new mutual fund family.

Chris Kirk and Sam Sivarajan join the Winnipeg-based insurer from Scotiabank and Manulife Private Wealth, respectively.

Sam Sivarajan, head of investments at Manulife Private Wealth, says an investor’s risk tolerance varies depending on the financial goal.

UBS today announced that it is expanding its Canadian KeyClient Group (KCG). The group provides a comprehensive suite of wealth management services to Canadians with investible assets of more than $50 million.

UBS today announced that it has established a KeyClient Group in Canada dedicated to serving the firm’s ultra high net worth clients.

On today’s show, we’re going to unravel the secrets to achieving your financial resolutions and making 2024 your most prosperous year yet! The key to success isn’t just about willpower; it’s about approaching your goals in the right way. Believe it or not, there’s a method to the madness, and we’re here to guide you through it.

Financial modeling isn’t just about crunching numbers; it’s a blend of technical skill and strategic thinking. Sam reminded us that while the technical aspects are crucial, the true art lies in the assumptions and justifications behind the model.

A major theme of our discussion revolved around lowering expectations to be more reasonable (i.e., less bullish).

This is episode 110: Sam Sivarajan, Author of Uphill: How to Apply Ancient Wisdom and Modern Science to Life’s Choices and Challenges.

Tonight, Wednesday, June 21st, at 6 pm on The Brian Crombie Hour I interview Sam Sivarajan.

This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Sam Sivarajan, a best-selling author and senior financial services executive and leader.

Tonight, Thursday, February 23rd, at 6 pm on The Brian Crombie Radio Hour on Sauga 960 am I interview Sam Sivarajan.

Tonight, Tuesday, January 17th at 6 pm on The Brian Crombie Radio Hour on Sauga 960 am I interview Sam Sivarajan.

Saijal speaks with Sam Sivarajan, Behavioural Scientist and author of, ‘Making Your Money Work: The Secrets to Financial Health,’ to discuss the science behind human behaviour when it comes to finances and investing.

Tune in to The News Forum for more news, updates, and in-depth interviews from a Canadian perspective where all voices matter.

In his BNN Bloomberg interview, Sam Sivarajan discussed Canada’s 2020 M&A trends, emphasizing the drive for scale to counter declining margins and the growing focus on acquiring digital technology and talent to stay competitive in an evolving market.

In this video, we explore the importance of goal prioritization in investing. Learn how to navigate competing financial goals and understand the critical factors of time horizons and risk tolerance. This conversation emphasizes the significance of tailored strategies to achieve individual investment objectives, making it a must-watch for anyone looking to enhance their investment approach.

Sam Sivarajan, head of Manulife Private Wealth, tells Bloomberg why Canada is a “tale of two markets.” While growth is slow in Canada, economists are taking an optimistic tone.