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ETFs & Funds
Horizons Swap ETFs: The Next Generation
It’s been a stressful few months for investors using the popular swap-based ETFs from Horizons. These funds have ...
Fundamental Indexing in the Real World
Earlier this week I discussed the promise of fundamental indexing. This strategy takes aim at the shortcomings of ...
How ETFs Came Under Fire
ETFs are on the hot seat these days. On Wednesday, a US Senate subcommittee held a hearing to ...
The Promise of Fundamental Indexing
Last Friday, I had the pleasure of attending a talk by Rob Arnott, the creator of the Research ...
Are ETFs Growing for the Wrong Reasons?
On the day his company announced it was acquiring Claymore, BlackRock’s CEO Bill Chinery called ETFs “electric cars ...
Under the Hood: Vanguard Total International Stock (VXUS)
This post is part of a series called Under the Hood, where l take a detailed look at ...
Indexing Basics
Debunking Dividend Myths: Part 3
This post is the third in a series exploring the myths and misunderstandings about dividend investing. The goal ...
Passive Investing: The Movie
There are countless books laying out the case for index investing, but as far as I know there ...
Review: The Elements of Investing
Whenever people ask me where they can learn more about Couch Potato investing, I need to answer carefully ...
How to Argue With a Couch Potato
Last week, Advisor.ca published a debate under the heading “Faceoff: Index, friend or foe?” The arguments against passive ...
A Different Perspective On the Last Three Years
Your eyes open slowly, and the light stings your retinas. Your mouth is burning with thirst, your muscles ...
Another Reason to Distrust the Fund Industry
I recently had a chance to interview Ken Kivenko, who runs Canadian Fund Watch and is allied with ...
Financial Planning
What Is the Advisor’s Role?
John Lawrence Reynolds' newest book, The Skeptical Investor, argues that Canadians were badly served by their advisors during ...
A Monte Carlo Case Study: Can I Retire Early?
Last week’s post about Monte Carlo simulations in financial planning sparked some interesting comments, so I thought a ...
It’s Time to Ban Advisor Commissions
Should financial advisors be banned from collecting commissions on mutual funds? That’s been hotly debated for years, and ...
Ask the Spud: Is My Pension Like a Bond?
Q: My wife and I have been using the Couch Potato strategy for a few years now, but ...
Why Plans Should Come Before Products
When I wrote the MoneySense Guide to the Perfect Portfolio [now out of print], I waited until Chapter ...
Ask the Spud: Am I Vulnerable to US Estate Taxes?
Q: I am ready to follow the Couch Potato and would like to use the US-listed Vanguard ETFs ...
Behavioural Finance
Why RESPs Should Be Kept Simple
In the last couple of weeks I’ve received two questions from readers who were trying to figure out ...
Cost Versus Convenience in “ex Canada” ETFs
I used to own one of those one-piece cutlery tools designed for hiking and camping—the kind with a ...
Why Simple Is Still a Hard Sell
Last January, I overhauled my model portfolios to make them simpler. Some of the older options included small-cap ...
Podcast 20: One-Stop ETF Shopping
I’ve always tried to stress that successful investing is about the right process, not the right products. But ...
Should You Buy Stocks For Your Kids?
If you’re a parent, how can you set your child on the road to investing success? One popular ...
Podcast 25: Dr. Steve Wendel on Investor Success
The latest episode of the Canadian Couch Potato podcast features an interview with Dr. Stephen Wendel, Head of ...
Portfolio Management
How to Set Up a Hands-Off ETF Portfolio
For DIY investors, asset allocation ETFs may be the greatest gift to come along in decades. It’s never ...
It’s Time to Reboot Your Portfolio
It’s been a while since the last new article appeared on the Canadian Couch Potato blog, and over ...
A New Rebalancing Spreadsheet for ETFs
It’s easy enough to build an index fund portfolio with your desired mix of stocks and bonds. But ...
TD e-Series Returns for 2020
The TD e-Series index mutual funds remain a useful alternative to the asset allocation ETFs that take centre ...
Ask the Spud: Can I Make Taxable Investing Easier?
In Episode 4 of the Canadian Couch Potato podcast, I answered the following question from a listener named ...
Is VRIF Right for Your Portfolio?
In my last few posts, I introduced the newly launched Vanguard Retirement Income ETF Portfolio (VRIF), explained where ...
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