Articles
Dan is a regular contributor to publications such as MoneySense and The Globe and Mail. Here is where you’ll find links to his latest articles on external sites.
Do I really need to rebalance my portfolio?
Being a hands-off investor is fine, but everyone needs to rebalance occasionally—not to boost returns, but to manage risk [MoneySense]
Should you favour dividend ETFs in retirement?
Drawing down your Couch Potato portfolio? That doesn't mean you need to switch to a dividend strategy. [MoneySense]
Should you rebalance more frequently?
Can you boost returns by rebalancing your portfolio more often? Turns out the opposite may be true [MoneySense]
What happens if I sell a fund before a distribution?
Many investors worry they'll be losing out if they sell a mutual fund or ETF right before it pays a distribution [MoneySense]
Can ETFs provide downside protection?
We all want to capture most of the market's upside while significantly limiting losses. Unfortunately, it’s fantasy. [MoneySense]
Are your return expectations realistic?
An investor is frustrated because her portfolio is down in value. But is the advisor really to blame? [MoneySense]
Using asset allocation ETFs for your RESP
One-fund ETF portfolios can be ideal for education savings [MoneySense]
You don’t need an optimal portfolio, you just need an excellent one
All-in-one ETF portfolios make investing easier and cheaper than ever [Globe & Mail]
Using GICs in a fixed income portfolio
GICs get little respect, but these humble investments can play a useful role in a balanced portfolio [MoneySense]
Investing tips for dual citizens of Canada and the U.S.
If you're a U.S. citizen in Canada, the IRS is watching you [MoneySense]