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ETFs & Funds
Inside the BMO Asset Allocation ETFs
In our last blog and video, Justin and I compared the popular Vanguard and iShares asset allocation ETFs, ...
TD e-Series Returns for 2021
In my last post I reviewed the returns of my model ETF portfolios in 2021. Now let's take ...
Couch Potatoes: Not the Next Financial Time Bomb
I would have been kicked out of journalism school for writing this: “The culprit behind the epidemic of ...
More Swap Talk With Horizons
Here's part two of my interview with Jaime Purvis, Executive Vice-President, National Accounts, for Horizons ETFs. (See part ...
Fundamental Indexing in the Real World
Earlier this week I discussed the promise of fundamental indexing. This strategy takes aim at the shortcomings of ...
Tim Pickering on Managed Futures, Part 2
Here's part two of my interview with Tim Pickering, president of Auspice Capital Advisors, who manages both the ...
Indexing Basics
Is Indexing Less Risky?
Tom Bradley of Steadyhand Investment Funds wrote an insightful blog post yesterday about a television commercial for ING ...
The S&P 500 Effect
On Tuesday, February 16, Berkshire Hathaway will become part of the S&P 500, the most widely followed stock ...
Debunking Dividend Myths: Part 6
This post is the sixth (and last) in a series exploring the myths and misunderstandings about dividend investing ...
Are Target Date Funds Right For You?
Think about all the elements you need to be a successful index investor. First, you need to choose ...
Lessons From the Last Decade
This has been a scary few months in the markets, and nervous investors may be tempted to second-guess ...
A Reality Check for Couch Potatoes
The investment industry never misses an opportunity to take credit for outstanding performance. In fact, many mutual fund ...
Financial Planning
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 ...
What Is the Advisor’s Role?
John Lawrence Reynolds' newest book, The Skeptical Investor, argues that Canadians were badly served by their advisors during ...
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 ...
Dividends: Not As Tax-Friendly As You May Think
If your investments include RRSPs, TFSAs and taxable accounts, asset location is an important consideration. The returns of ...
Why Plans Should Come Before Products
When I wrote the MoneySense Guide to the Perfect Portfolio [now out of print], I waited until Chapter ...
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 ...
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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