Category Archives: 2011

Hot Off the Web- December 19, 2011 Personal Finance and Investments In the WSJ’s “How to pay your financial adviser”Daisy Maxey writes that the good news is that: “You have more options than ever for paying your financial adviser. The … Continue reading →

Hot Off the Web- December 12, 2011 Personal Finance and Investments In the Globe and Mail, Shirley Won reports that “Vanguard rolls out first six Canadian traded ETFs”. Vanguard’s Canadian ETFs can be viewed at VanguardCanada.ca. Note that while all … Continue reading →

Hot Off the Web- December 5, 2011 Personal Finance and Investments In the Journal of Financial Planning’s “The tyranny of compounding fees: Are mutual funds bleeding retirement accounts dry?”(The answer is absolutely…YES!) Stewart Neufeld shows that: “The financial services industry … Continue reading →

Hot Off the Web- November 28, 2011 Personal Finance and Investments In the Financial Post’s “Charles Ellis to Canadian portfolio managers: fees must come down” Jonathan Chevreau quotes Charles Ellis (author of the must read “Winning the Loser’s Game- Timeless … Continue reading →

Hot Off the Web- November 21, 2011 Personal Finance and Investments In the Financial Times’ “Indices- playing the weighting game” Steve Johnson discusses index construction and mentions that the S&P 500 equally weighted index (0.2% allocated to each of the … Continue reading →

Hot Off the Web- November 14, 2011 Personal Finance and Investments In the WSJ’s “Taking bird in hand is tempting with market bushes” Catey Hill’s concerns about high priced variable annuity products which deliver the (nominal) downside protection, but have … Continue reading →

Hot Off the Web- November 7, 2011 Personal Finance and Investments In the Financial Times’ “There is no such thing as certainty”  Jane Fuller discusses the pursuit of the Holy Grail of ‘simple’ investment/financial products. Simplicity, she writes, that depending … Continue reading →

Hot Off the Web- October 31, 2011 Personal Finance and Investments In the U.S. Vanguard has announced a GLWB (Guaranteed Lifetime Withdrawal Benefit) plan that can be attached as a rider (current annual cost of 0.95%) to their variable annuity … Continue reading →

Hot Off the Web- October 24, 2011 Personal Finance and Investments First a couple of wills/estate related articles: Terry McBride’s Financial Post piece “Outdated will can lead to legal issues” and Rachel Silverman’s WSJ article “Get an estate plan. Now”.  … Continue reading →

Hot Off the Web- October 17, 2011 Personal Finance and Investments In the Financial Post’s “Don’t sabotage your own portfolio”Michael Nairne advises readers to: “quit checking your investment accounts online every day…quit comparing the value of your portfolio now with … Continue reading →