A 3 percentage point shortfall in annual investment returns, from a target of 8% to an actual 5%, resulted in a client of David Fagan having to work an additional 6 to 7 years before retirement.

David Fagan's rebalancing rule is to trim equities if his fixed income allocation falls to 5% and buy more equities if it rises to 15%.

David Fagan's personal investment strategy allocates 90% to low-cost index funds and 10% to fixed income.

Stig Brodersen and David Fagan have launched a new website and YouTube channel called Compounding Simplicity, produced by The Investor's Podcast Network, to educate Canadian business owners on managin...

An investment advisor proposed that a client of David Fagan, who was saving $150,000 annually, put all their savings into a whole life insurance policy for 10 years, a product that would have generate...

David Fagan's accounting firm, MBF Chartered Professional Accountants, implemented a principle called "one-hour flights," limiting senior manager time to one hour per file to focus on high-value coach...

David Fagan observed a competing professional services firm's growth strategy of accepting any client request ultimately led to disorganization, high staff turnover, and an inability to complete work.

A portfolio manager at a large Canadian bank admitted to David Fagan that he could not manage a multimillion-dollar portfolio using only a few ETFs because, in his words, "it would look too simple."

Approximately 90% of large-cap fund managers in the United States underperform the S&P 500 after fees and expenses.

According to the Bessenbinder Research Report, only 4% of stocks created all the net worth in the market since 1930.

Warren Buffett, in his 2013 shareholder letter, advised the trustees of his estate to invest 10% of cash in short-term government bonds and 90% in a low-cost S&P 500 index fund.

In Canada and Europe, assets held in index funds are approximately 12% and 13% respectively.

Over the last 15 years in Canada, 98% of Canadian equity managers failed to outperform the S&P/TSX index.

In a 1968 study by psychologists Robert Rosenthal and Lauren Jacobson, students randomly labeled as having 'exceptional potential' showed significantly larger IQ gains after 8 months.

Portfolio turnover can cost investors up to 2% of gross returns annually due to taxes and fees.

Although approximately 50% of assets in the US market are classified as passive, only about 23% are held in true index funds.

Index funds account for only 1% of the total trading volume in the US stock market.

Southwest Airlines maintained profitability for approximately 40 consecutive years until the COVID-19 pandemic.

Research by Barry Schwartz in his book "The Paradox of Choice" indicates that an excess of options leads to decision paralysis and stress, and that well-being improves when choices are limited.

Southwest Airlines achieved an average plane turnaround time of approximately 25 minutes, compared to the airline industry average of around 60 minutes.