Is Indexing Less Risky?
Tom Bradley of Steadyhand Investment Funds wrote an insightful blog post yesterday about a television commercial for ING Direct’s Streetwise Funds. The woman in the ad dismisses active management as “ [...]
Why Every Portfolio Needs Bonds
Back on March 25, I wrote a post called The Bond Dilemma that described how nervous fixed-income investors were in early 2010. The Bank of Canada had strongly suggested that it would raise interest ra [...]
Investing Lessons From the Poker Table
This week I beat a group of seniors and took $200 from them. No, I’m not a purse-snatching hooligan who preys on the elderly. I’m just a guy who loves to play poker, and on Tuesday I took a day off to [...]
More Promises of High Yield Without Risk
I have long argued that savings accounts and GICs are still the best vehicles for short-term savings, because higher yield comes with higher risk. I thought that was an obvious point, but it seems tha [...]
Will the Real S&P 500 Please Stand Up?
I received an email recently from Scott, a reader with a great question about index funds and ETFs that track the S&P 500. He agreed to let me share his letter and my response. “I’ve been using in [...]
What Is the Advisor’s Role?
John Lawrence Reynolds' newest book, The Skeptical Investor, argues that Canadians were badly served by their advisors during the crash of 2008–09. The book has all the wit and outrage of his previous [...]
Does This Thing Work?
This week I received an email from a reader of MoneySense magazine, where I write regularly about the Couch Potato strategy. Kate was concerned that index investing wasn’t delivering on its promises. [...]
Another Reason to Distrust the Fund Industry
I recently had a chance to interview Ken Kivenko, who runs Canadian Fund Watch and is allied with the Small Investor Protection Association. Ken is a tireless advocate for investors who have been ripp [...]
Review: The Gone Fishin’ Portfolio
Alexander Green retired at age 43 after having made his fortune as an investment adviser, market analyst and portfolio manager. He thinks the efficient markets hypothesis—one of the fundamental ideas [...]
Review: Lifecycle Investing
Most investors understand that you should have more exposure to stocks when you’re young and gradually allocate more to bonds and cash as you approach retirement. In their new book, Lifecycle Investin [...]
