Category Archives: ^Hot Off the Web

Contents: testamentary trusts to go, rebalancing, trailer fees must go, alternative mutual funds, Madoff: index funds the best, financial abuse, reverse-mortgage abuse, third party custodians, Canada housing up a little- but has it peaked? U.S. housing strength sustainable? Florida: state … Continue reading →

Contents: Professionalism in finance a requirement for rebuilding trust, watch out for impact of rising rates on “can do no wrong” dividend/yield favoring strategies, options trading even more damaging than stock trading, U.S. home prices advance broadly, U.S. estate tax … Continue reading →

Contents: Is the financial advice business a profession? retirement plan assuming working past 65 is flawed, required retirement income? the truth about fees, travel health insurance a must, life insurance covering LTC costs?  forecasting is difficult-especially about the future, global … Continue reading →

Contents: Risk tolerance questionnaires, flexibility/adaptability the only “set-and-forget” retirement strategy, Canada’s housing bubble to burst or gradually deflate, Peter Munk places his bets on Toronto condo market, Fink: retirement savings must be mandatory, small business IRAs and 401(k)s, OTPP: Pension … Continue reading →

Contents: Documentary: “The retirement gamble”, “senior specialists”, impact of rising interest rates in target-date funds, tax time a good time for retirement plan review, Vanguard’s Total International Bond ETF coming, US housing up, rentals’ impact on neighborhoods, cost of home … Continue reading →

Contents: Rent vs. buy in Toronto, target maturity corporate bond ETFs, Canada/US wealth gap, Palm Beach County home prices up 28%? Changes to existing variable annuities, tontines, collateral damage, documentary slams brokers, gold: buy or sell? fundamental and equal weighted … Continue reading →

Contents: Beating the bond market, longevity insurance protects against outliving assets, don’t put US dividend stocks into TFSAs, protection against the return gap, Canadian bank deposits safe under bail-in{ yes and no, Canadian home prices up 0.4% in March, catering … Continue reading →

Contents: Active vs. passive funds, adviser fees: watch out for dually registered ones, paying off the mortgage, hedge funds cooking the return rates? Canada’s housing downturn? does the shadow inventory negate Canadians’ perceived real estate opportunity in Florida? large scale … Continue reading →