Managing Multiple Family Accounts
Model portfolios like those I recommend are ideal for investors who have a single RRSP account. But life isn't so simple once you've accumulated a significant portfolio: chances are you'll be managing [...]
An Inside Look at the Financial Media
Investors love to rip into the financial media, and with good reason. So much of what passes for “investor education” is little more than worthless forecasts and attempts to explain random noise (“Can [...]
Do You Really Know Your Risk Tolerance?
Almost 75 years after it was written, Fred Schwed’s Where are the Customers' Yachts? remains one of the most entertaining books ever written about the investment industry. Here’s one of its best remem [...]
Drilling Down into the iShares Core ETFs
When iShares launched its Core ETF series back in March it made some waves in the industry. The company cut the fees on nine ETFs it considers building blocks of a long-term portfolio. Its boldest mov [...]
Why Practice Doesn’t Make Perfect in Investing
In almost everything we do—whether it’s learning the violin, playing chess or excelling in sports—practice makes us better. In his bestselling book Outliers, Malcolm Gladwell popularized the “10,000 h [...]
Under the Hood: Vanguard FTSE All-World ex Canada (VXC)
This post is part of a series that takes a detailed look at specific Canadian ETFs or index funds. The fund: Vanguard FTSE All-World ex Canada Index ETF (VXC) The index: The fund tracks the FTSE All-W [...]
Bond Bears: Admit You Were Wrong
One of the most common excuses made by forecasters is, “I wasn’t wrong, I was just off with the timing.” But that fails to acknowledge that timing is an integral part of any forecast. Imagine a weathe [...]
Calculating Adjusted Cost Base: A Case Study
If you’ve read our ironically titled white paper, As Easy as ACB, you understand how complex it can be to track the adjusted cost base of ETFs. You need to account for all purchases and sales of share [...]
Rebalancing With Cash Flows
With stocks continuing to enjoy a roaring bull market, rebalancing is on the minds of many investors—or at least it should be. Disciplined investing starts with choosing long-term targets for the asse [...]
US Investors in Canada: What to Watch For
Index investors in the US have always had it easier than Canadians, thanks to lower costs and more choices. Unfortunately, if those investors move to Canada, their plight becomes much more difficult. [...]
