A Tax Tip for Vanguard ETF Investors
As the tax filing deadline approaches, many investors are busy calculating the adjusted cost base for their ETF holdings. Last year at this time, Justin Bender and I collaborated on a paper called As [...]
iShares Advantaged ETFs: Where Are They Now?
Before being bought by BlackRock early in 2012, Claymore Investments pioneered many new services and unconventional products. One of these was its so-called Advantaged ETFs, which used a complicated s [...]
The True Cost of Foreign Withholding Taxes
Back in the fall of 2012, I wrote a pair of blog posts about the impact of foreign withholding taxes in US and international equity funds. The first explained the general idea of this tax on foreign d [...]
New Tax-Efficient Bond ETF from BMO
Bonds are one of the least tax-friendly asset classes: most of their return comes from interest payments, which are taxed at the highest rate. They're even less tax-efficient when their market price i [...]
A Touch of (Corporate) Class
ETFs are generally more tax-efficient than mutual funds, but there is one area where they’re at a disadvantage. Investors who use non-registered accounts can take advantage of corporate class mutual f [...]
Finding the Perfect Pair for Tax Loss Selling
If you’re using ETFs in a non-registered account, there’s plenty of opportunity to harvest capital losses and reduce your tax bill. Justin Bender and I tell you exactly how to do this in our new white [...]
Why Use a Strip Bond ETF?
Barry Gordon admits he was surprised when he first read Justin Bender’s entry in First Asset’s Search for Canada's Next Top ETF contest, which I introduced in my previous post. “It runs against the gr [...]
A New ETF of Strip Bonds
Back in February I asked readers to share their ideas for new ETFs that might fill gaps in the current marketplace. The idea for that blog post came from a contest run by First Asset, who invited advi [...]
Why You Should Avoid DRIPs in Taxable Accounts
Last week’s post about calculating your adjusted cost base with ETFs drew some interesting comments. It’s clear that many DIY investors who use non-registered accounts were unaware of how much work is [...]
