A New ETF Structure for Accumulators
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 [...]
Podcast 5: Master Class with the Millionaire Teacher
My newest podcast features an interview with Andrew Hallam, author of Millionaire Teacher, a compelling introduction to building wealth through smart saving and disciplined investing. Andrew grew up i [...]
Ask the Spud: Can I Make Taxable Investing Easier?
In Episode 4 of the Canadian Couch Potato podcast, I answered the following question from a listener named Jakob: I’m currently investing with all my ETFs in RRSP and TFSA accounts. This year, however [...]
Podcast 4: Charles Ellis and the Index Revolution
For the latest episode of the Canadian Couch Potato podcast, I was privileged to have the opportunity to interview Charles Ellis, who has been called “Wall Street's wisest man.” Mr. Ellis’s best-known [...]
Model Portfolio Update for 2017
After two years with no changes to my Couch Potato model portfolios, the 2017 edition comes with an update to the ETF version. Before I get to the details, I feel compelled to stress that if you’re cu [...]
Podcast 3: A Hedge Fund Manager Comes Clean
The third episode of the Canadian Couch Potato podcast is now live. You can listen in your browser using the tool below, or download it using iTunes or your favourite podcasting software. My first pod [...]
Couch Potato Portfolio Returns for 2016
If you believe the media, 2016 was an annus horribilis: some even dubbed it the worst year ever. I think there were a few years during the Great Depression or World War II that might have been worse, [...]
Podcast 2: Planning vs. Investing
The second episode of the Canadian Couch Potato podcast is now available: Our new episode features financial planner Sandi Martin, who will be well-known to readers of Canadian financial blogs: she ha [...]
Making Sense of Capital Gains Distributions
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 [...]
Podcast 1: Are You Ready for DIY?
Welcome to the debut episode of the Canadian Couch Potato podcast. Every two weeks I’ll be releasing a new episode of the podcast and announcing it here on the blog. You can stream the most recent epi [...]
