In Episode 8 of the Canadian Couch Potato podcast, I answered the following question from a listener named Remy: I want to move away from my stocks and mutual funds in order to build a Couch Potato po [...]
ETF launches are generally unexciting these days: most new products focus on increasingly narrow niches or exotic strategies. But last week BMO unveiled an innovative ETF structure that may just have [...]
Imagine you’re part of a group of 10 friends at a restaurant to celebrate the holidays. Everyone else arrives on time and enjoys cocktails, appetizers and a main course, while you get stuck in traffic [...]
The Tangerine Investment Funds have long been part of my model portfolios, as they’re a simple way to build a broadly diversified index portfolio with a single product. With a management expense ratio [...]
In our newly revised white paper, Justin Bender and I explain the hidden cost of foreign withholding taxes on US and international equity ETFs. I gave an overview of the most important points in my pr [...]
Justin Bender and I have just completed the second edition of our popular white paper, Foreign Withholding Taxes: How to estimate the hidden tax drag on US and international equity ETFs. Originally pu [...]
I used to own one of those one-piece cutlery tools designed for hiking and camping—the kind with a knife, fork and spoon that all fold into a single unit. It was hardly ideal for eating, especially if [...]
When the BMO Discount Bond Index ETF (ZDB) was launched back in February 2014, it was unique: the first broad-market ETF in Canada made up primarily of bonds trading below their par value. By avoiding [...]
Yesterday’s federal budget included several changes that will affect investors—in the future if not immediately. Let’s look at the three most important announcements, with a focus on how they may appl [...]
Everyone loves a discount, but if you’re buying bonds these days you may be out of luck. Just over a year ago, the BMO Discount Bond (ZDB) was launched as a tax-efficient alternative to traditional bo [...]
A blog designed for Canadians who want to learn more about investing using index mutual funds and exchange-traded funds.
