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ETFs & Funds
ETF Risks in Perspective: Securities Lending
This is the final post in a series of three looking at the potential risks that ETFs may ...
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 ...
Swap-Based ETFs: What Are the Risks?
Monday's post discussed the inner workings of the two swap-based ETFs launched by Horizons in late 2010. Many ...
Where Does VRIF’s 4% Payout Come From?
In my last post, I introduced the new Vanguard Retirement Income ETF Portfolio (VRIF), an asset allocation ETF ...
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 ...
Dude, Where’s My Distribution?
Investors using the TD e-Series mutual funds may have noticed an unusual episode at year-end. The TD International ...
Indexing Basics
Are Active Funds Adding Value?
Just how well are mutual fund investors faring in Canada? That question isn’t as straightforward as it may ...
Debunking Dividend Myths: Part 5
This post is the fifth in a series exploring the myths and misunderstandings about dividend investing. The goal ...
Debunking Dividend Myths: Part 1
This post is the first in a series exploring common myths and misunderstandings about dividend investing. The goal ...
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 ...
Worst Mutual Fund Ad of the Year?
The mutual fund industry loves to sell past performance, and it's not above massaging the data to make ...
The S&P 500 Effect
On Tuesday, February 16, Berkshire Hathaway will become part of the S&P 500, the most widely followed stock ...
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 ...
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 ...
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 ...
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: 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 ...
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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