Debunking Dividend Myths: Part 2
This post is the second in a series exploring the myths and misunderstandings about dividend investing. The goal of the series is to argue that many investors following a dividend-focused strategy may [...]
Debunking Dividend Myths: Part 1
This post is the first in a series exploring common myths and misunderstandings about dividend investing. The goal of the series is to argue that many investors following a dividend-focused strategy m [...]
When Does a Dividend Strategy Make Sense?
My last couple of posts have dealt with stock picking and dividend-based indexes, and they’ve sparked some of spirited debate in the comments sections. Much of the feedback has come from dividend inve [...]
What Investors Can Learn From Entrepreneurs
This post is the last in a series in which I share some insights from my recent interview with Meir Statman, one of the world’s leading scholars of behavioural finance. At the end of the post, I’ll te [...]
There’s No Place Like Home
These are good times to be a Canadian equity investor. Not only have we enjoyed back-to-back banner years — the S&P/TSX Composite returned over 35% in 2009 and 17% last year— but Canadian stocks h [...]
What Do You Want From Your Investments?
I recently had the opportunity to interview Meir Statman, author of the new book What Investors Really Want, and a professor of finance at Santa Clara University in California. Professor Statman is on [...]
Couch Potato on Ice
This week I was dismissive about the Dynamic Funds that swept this year’s Canadian Investment Awards. I argued that it’s easy to celebrate past performance, but impossible to identify managers whose s [...]
How to Avoid Paying Other People’s Taxes
Before you go shopping for the Couch Potatoes on your holiday wish list, be aware that December can be a terrible time to buy ETFs. No, it's not because of all the last-minute shoppers pushing and sho [...]
Tax-Loss Selling with Index Funds: Part 2
In my previous post, I looked at the Canada Revenue Agency’s position on tax-loss selling with ETFs. According to the only CRA bulletin on the subject, if you sell an index fund or ETF and claim a cap [...]
Tax-Loss Selling with Index Funds: Part 1
Now that we’re into December, many investors are turning their thoughts to skiing, holiday celebrations — and year-end taxes. If you’re investing in an RRSP, Tax-Free Savings Account, Registered Educa [...]
