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]
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 as any experienced investor knows, your asset allocation changes over time as markets move in different [...]
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]
Couch Potato Portfolio Returns for 2018
No one can say they weren't expecting it. After a long and giddy bull market that began in 2009, we finally experienced a calendar year when even balanced portfolios delivered negative returns—somethi [...]
Beyond One-Stop ETF Shopping
The new asset allocation ETFs launched by Vanguard and iShares in 2018 have made it easier than ever for investors to build a low-cost balanced portfolio. If you want a globally diversified mix of 80% [...]
iShares Launches All-in-One ETF Portfolios
Back in February, writing about the newly launched Vanguard’s asset allocation ETFs, I asked why it had taken so long for someone to create an ETF version of the traditional balanced index mutual fund [...]
Podcast 21: Larry Swedroe on Investing in Retirement
In my final podcast episode of 2018, I’m joined by Larry Swedroe, who has long been one of my favourite authors on investing and financial planning. Larry and I discuss his latest book, Your Complete [...]
What to do if you have too much in one stock
Nick is retiring with one-third of his investments in his employer's stock. What's the best way to diversify without taking a huge tax hit? [MoneySense]
Should I favour dividend ETFs?
Mike wants to know whether dividend-focused ETFs are a good choice for retirees [MoneySense]
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 good products certainly help. In the latest episode of the podcast, my guest is Todd Schla [...]