Ask the Spud: GICs vs. Bond Funds
Q: I would appreciate it if you could write an article contrasting the advantages and disadvantages of holding bond funds versus GICs. – A.R. All of my model Couch Potato portfolios include bond funds [...]
Q: I would appreciate it if you could write an article contrasting the advantages and disadvantages of holding bond funds versus GICs. – A.R. All of my model Couch Potato portfolios include bond funds [...]
It’s hard to keep a straight face while arguing for active strategies in asset classes like large-cap stocks or government bonds. Those markets are so liquid and so well covered by analysts that it’s [...]
Last week’s blog introduced a new white paper, The Role of Preferred Shares in Your Portfolio, coauthored with my colleague Raymond Kerzérho, director of research at PWL Capital. That article looked a [...]
Preferred shares are often considered a hybrid security, since they share characteristics of both common stocks and corporate bonds. Like bonds, preferreds typically have a predictable income stream. [...]
Everyone loves a discount, but if you’re buying bonds these days you may be out of luck. Just over a year ago, the BMO Discount Bond (ZDB) was launched as a tax-efficient alternative to traditional bo [...]
Back in September, my colleague Justin Bender and I published a white paper entitled After-Tax Returns: How to estimate the impact of taxes on ETF performance. Justin has now updated his Excel calcula [...]