Exchange-Traded Funds (ETFs) are great products for investors only if: (1) they have rock-bottom fees, which means that investors keep what they don’t pay and (2) they have low turnover, which allows investors to create portfolios that are highly tax efficient. While they can nominally be called “ETF-based”, two new products fail to sport either [...]
Entries Tagged as 'Miscellaneous'
ETFs, but at what cost?
June 8th, 2008 · 13 Comments
Tags: ETFs · Miscellaneous
This and That
June 6th, 2008 · 9 Comments
Ellen Roseman says that dividend tax breaks make blue chips a wise buy.
Rob Carrick recently profiled money manager Francis Chou. Steady Hand’s Tom Bradley wrote that a contrarian bent is why Mr. Chou is a successful money manager.
Money magazine’s financial industry insider on what areas planner can add value and what areas they can’t.
The Dividend [...]
Tags: Miscellaneous
My Five Basics for Financial Success
June 1st, 2008 · 17 Comments
A new columnist for the New York Times kicked off his column by writing about his five basics for building a solid financial future: (1) Investing is simple (2) It still may be worth paying for help (3) Peers may know more than professionals (4) Everything can (and should) be automated and (5) Have the [...]
Tags: Miscellaneous
This and That
May 29th, 2008 · 5 Comments
The fall of Bear Stearns is the biggest business story of the year by far and many books will likely be written on the topic. The Wall Street Journal weighs in with a three part series (Missed Opportunities, Run on the Bank and Dear or No Deal?) on the swift collapse of the brokerage firm.
The [...]
Tags: Miscellaneous
This and That
May 22nd, 2008 · 5 Comments
Jason Zweig stresses the importance of asset and time diversification when U.S. equity returns are puny as they are now.
Tips to redeem airline rewards for free flights from the Globe and Mail. One sample tip: book 354 days in advance!
Tim Cestnick on ways to pass the cottage on to the kids.
Jon Chevreau reviewed the movie [...]
Tags: Miscellaneous
This and That
May 15th, 2008 · 8 Comments
Globe and Mail columnist Fabrice Taylor points out the games that income trusts play when it comes to distributable cash.
With the long weekend coming up, here’s some fuel saving tips from Shell. Except that Money magazine says some of those tips are myths.
The Star says that Canadian banks are expected to take a break this [...]
Tags: Miscellaneous
This and That
May 8th, 2008 · 5 Comments
The Globe and Mail is asking readers to vote for their favourite blogs. If you haven’t done so already, you can vote for your picks here.
This Sunday is Mother’s Day. Unlike a column in the Ottawa Citizen today that suggested organic cleaning supplies (which Mom wouldn’t appreciate that?) Mike from Quest for Four [...]
Tags: Miscellaneous
Welcome Globe and Mail Readers
May 6th, 2008 · 14 Comments
I picked up a copy of The Globe and Mail newspaper this morning and was pleasantly surprised to see that Rob Carrick and Boyd Erman picked this blog for a column titled “Best of the Blogs”. Other blogs mentioned include The Dividend Guy Blog, Million Dollar Journey, Quest for Four Pillars and Middle Class Millionaire. [...]
Tags: Miscellaneous
This and That
May 1st, 2008 · 3 Comments
The Financial Post offers useful tips on getting organized for the 2008 tax year.
Thanks to Jon for posting the CBC news item on Canadians snowbirds buying up distressed properties in Arizona.
Jason Zweig writes in Money magazine about “rash, stupid and dangerous ideas about how to invest money” in a bear market.
The National Post carried [...]
Tags: Miscellaneous
This and That
April 24th, 2008 · 11 Comments
Your taxes are due on or before April 30, 2008. If you haven’t done so already, now would be a good time to start working on your taxes. Tim Cestnick has tax tips for last-minute filers.
While the stock markets have recovered somewhat from the deep losses around the middle of March, Larry MacDonald writes that [...]
Tags: Miscellaneous