Can I claim capital losses from a stock in my RRSP to reduce taxes?
Some tax-saving strategies are just wishful thinking, and this is one of them. [MoneySense]
Ask the Spud: Should I Switch All at Once?
In Episode 8 of the Canadian Couch Potato podcast, I answered the following question from a listener named Remy: I want to move away from my stocks and mutual funds in order to build a Couch Potato po [...]
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 [...]
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 [...]
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 [...]
Tangerine Expands Its Lineup
The Tangerine Investment Funds have long been part of my model portfolios, as they’re a simple way to build a broadly diversified index portfolio with a single product. With a management expense ratio [...]
How Foreign Withholding Taxes Affect Returns
In our newly revised white paper, Justin Bender and I explain the hidden cost of foreign withholding taxes on US and international equity ETFs. I gave an overview of the most important points in my pr [...]
Foreign Withholding Taxes Revisited
Justin Bender and I have just completed the second edition of our popular white paper, Foreign Withholding Taxes: How to estimate the hidden tax drag on US and international equity ETFs. Originally pu [...]
Cost Versus Convenience in “ex Canada” ETFs
I used to own one of those one-piece cutlery tools designed for hiking and camping—the kind with a knife, fork and spoon that all fold into a single unit. It was hardly ideal for eating, especially if [...]
