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Inside Tangerine’s Global ETF Portfolios

Asset allocation ETFs were revolutionary when they appeared in 2018, but they were hardly the first products that ...

How Do You Measure Your Rate of Return?

All investors care deeply about their returns, and with good reason. If you’re an active investor, you’ll want ...

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 ...

Inside TD’s One-Click ETF Portfolios

The ongoing popularity of asset allocation ETFs is undoubtedly a good thing—maybe even revolutionary. Canadians have enthusiastically embraced ...

Dude, Where’s My Distribution?

Investors using the TD e-Series mutual funds may have noticed an unusual episode at year-end. The TD International ...

TD e-Series Returns for 2020

The TD e-Series index mutual funds remain a useful alternative to the asset allocation ETFs that take centre ...

ETFs & Funds

The Promise of Fundamental Indexing

Last Friday, I had the pleasure of attending a talk by Rob Arnott, the creator of the Research ...

Tips for Trading ETFs

I happened to have Google Finance open on my computer last week when the “flash crash” happened. While ...

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 ...

Inside the BMO Asset Allocation ETFs

In our last blog and video, Justin and I compared the popular Vanguard and iShares asset allocation ETFs, ...

Tim Pickering on Managed Futures, Part 1

On Monday I wrote about managed futures, a strategy that can add a layer of diversification to a ...

Trading ETFs Near Dividend Dates

In my most recent podcast, I addressed an excellent question from Philip, who asked, “Are there days when ...
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Indexing Basics

Are Target Date Funds Right For You?

Think about all the elements you need to be a successful index investor. First, you need to choose ...

Debunking Dividend Myths: Part 3

This post is the third in a series exploring the myths and misunderstandings about dividend investing. The goal ...

Is Indexing Less Risky?

Tom Bradley of Steadyhand Investment Funds wrote an insightful blog post yesterday about a television commercial for ING ...

Indexing’s Dirty Little Secret

“Most actively managed mutual funds underperform the market.” Couch Potato investors sing this refrain all the time in ...

How to Argue With a Couch Potato

Last week, Advisor.ca published a debate under the heading “Faceoff: Index, friend or foe?” The arguments against passive ...

Couch Potato Model Portfolios for 2015

Call off the hounds: I have finally updated my model Couch Potato portfolios for 2015. Full details appear ...
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Financial Planning

Dividends: Not As Tax-Friendly As You May Think

If your investments include RRSPs, TFSAs and taxable accounts, asset location is an important consideration. The returns of ...

What Is the Advisor’s Role?

John Lawrence Reynolds' newest book, The Skeptical Investor, argues that Canadians were badly served by their advisors during ...

It’s Time to Ban Advisor Commissions

Should financial advisors be banned from collecting commissions on mutual funds? That’s been hotly debated for years, and ...

Ask the Spud: Am I Vulnerable to US Estate Taxes?

Q: I am ready to follow the Couch Potato and would like to use the US-listed Vanguard ETFs ...

A Monte Carlo Case Study: Can I Retire Early?

Last week’s post about Monte Carlo simulations in financial planning sparked some interesting comments, so I thought a ...

Ask the Spud: Is My Pension Like a Bond?

Q: My wife and I have been using the Couch Potato strategy for a few years now, but ...
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Behavioural Finance

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 ...

Podcast 20: One-Stop ETF Shopping

I’ve always tried to stress that successful investing is about the right process, not the right products. But ...

Why RESPs Should Be Kept Simple

In the last couple of weeks I’ve received two questions from readers who were trying to figure out ...

Why Simple Is Still a Hard Sell

Last January, I overhauled my model portfolios to make them simpler. Some of the older options included small-ca