Inside the BMO Asset Allocation ETFs
In our last blog and video, Justin and I compared the popular Vanguard and iShares asset allocation ETFs, both of which are options in our model portfolios. But although these two fund families get al [...]
Asset Allocation ETF Showdown: Vanguard vs. iShares
In the brief time they’ve been around, asset allocation ETFs have transformed the way DIY index investors manage their portfolios. These balanced funds have become the default choice, as it’s harder a [...]
Inside the iShares ESG Asset Allocation ETFs
Two of the biggest trends in investing these days are the popularity of one-fund portfolios and the focus on sustainability. A new family of iShares ETFs has combined these two key trends in a way tha [...]
Using asset allocation ETFs for your RESP
One-fund ETF portfolios can be ideal for education savings [MoneySense]
Put Your Assets in Their Place
Couch Potato investors hear a lot about asset allocation, but asset location is also an important consideration. Asset location refers to the type of account you use to hold the stocks, bonds, cash an [...]
Inside the Horizons One-Ticket ETFs
Are asset allocation ETFs cheap, well-diversified and convenient? Absolutely. Are they optimally tax-efficient? Perhaps not, though any tax edge you might get from using multiple ETFs and asset locati [...]
Ask Me Anything: Part 1
On May 10, I hosted an AMA (“Ask Me Anything”) on Reddit, the online discussion forum, and over 90 hectic minutes I answered as many questions as I could from investors. This week, in two separate blo [...]
How Budget 2015 Will Affect Investors
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 [...]
Managing Multiple Family Accounts
Model portfolios like those I recommend are ideal for investors who have a single RRSP account. But life isn't so simple once you've accumulated a significant portfolio: chances are you'll be managing [...]
Why Practice Doesn’t Make Perfect in Investing
In almost everything we do—whether it’s learning the violin, playing chess or excelling in sports—practice makes us better. In his bestselling book Outliers, Malcolm Gladwell popularized the “10,000 h [...]
