ETF Dividend Dates Explained

May 9, 2013

This post is excerpted from The DIY Investor’s Handbook, coauthored by myself and Justin Bender, and available exclusively to clients of our DIY Investor Service. Occasionally when you buy an ETF you won’t be eligible to receive the fund’s next dividend payment. At other times you’ll sell an ETF only to be paid a dividend [...]

Read the full article →

Are Investors Really This Clueless?

May 7, 2013

Franklin Templeton recently released its 2013 Global Investor Sentiment Survey, which polled 9,518 people from 19 countries. The survey found that 81% of Canadian investors “expressed optimism about reaching their financial goals.” However, many of the other results suggest this optimism may be misplaced. I want to stress this wasn’t a random survey conducted on [...]

Read the full article →

Understanding Floating-Rate Notes

May 2, 2013

By now every serious investor understands the consequences rising interest rates will have on bond portfolios. For more than four years we’ve been reminded that when rates go up, bond prices fall—and the longer a bond fund’s duration, the greater the losses will be. The conventional wisdom is to keep your bond duration short if [...]

Read the full article →

← Previous Entries

Next Entries →