Category Archives: Special Topics

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“Paper Promises- Debt, Money, and the new world order” by Philip Coggan

Posted on April 8, 2013

Contents: Reading Philip Coggan’s new book is not only well timed given the Quantitative Easing (“financial repression”) in progress in many countries and Euro/PIIGS/Greece/Cyprus crisis, but it is time well spent in general on looking at the history of money … Continue reading →

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“A Canadian’s best tax haven: The US” by Robert Keats

Posted on May 29, 2012

Despite the recent story about one of the Facebook founders giving up his US citizenship to move to Singapore for tax reasons, according to Robert Keats, in his latest book, he suggests that for Canadians in search of a tax … Continue reading →

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The Pursuit of Risk Management

Posted on May 15, 2012
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 In a Nutshell Risk is unavoidable; it is part of life. There are known, unknown and unknowable risks. The best we can hope for is to undertake the pursuit of risk management, in order to minimize the impact to the … Continue reading →

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Renewal in retirement…”painting” on a new “canvass”

Posted on March 5, 2012

Renewal in retirement…”painting” on a new “canvass” In my April 13, 2008 blog  I refer to Jonathan Clements who gives ”freedom to pursue your passions” as one reason for spending a lifetime saving/investing to accumulate wealth. Some spend their entire … Continue reading →

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CFA 2010 Conference Highlights

Posted on March 5, 2012

CFA 2010 Conference Highlights In a nutshell Here are highlights of what I heard and you might find of interest; any errors or misrepresentations are my fault alone as the following may not accurately represent the views of various speakers … Continue reading →

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Ideas for an investor friendly financial industry in Canada

Posted on March 5, 2012

In CARP ActionOnline’s “Ideas for an investor friendly financial industry in Canada” I suggest three changes which would go a long way to a achieve this are: fiduciary responsibility, low-cost asset management with decoupled fee-only advice, and mutual rather than … Continue reading →

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Risk perspectives: What is risk? Its measurement, dimensions, modeling (asset classes, risk factors and regimes)

Posted on March 2, 2012
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Risk perspectives: What is risk? Its measurement, dimensions, modeling (asset classes, risk factors and regimes) In a nutshell  After getting walloped twice in a decade with massive market crashes, suddenly everybody is interested in the subject of risk. You’ll find … Continue reading →

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Estate planning

Posted on March 2, 2012

Estate Planning You should consider the following as purely a very short introduction to Estate Planning. If you have any assets or dependents you need an estate plan, otherwise you’ll have to rely on the wisdom of legislation and the … Continue reading →

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Behavioral Finance

Posted on March 2, 2012

Behavioral Finance Some of the pioneers of behavioral finance are Kahneman, Twersky and Thaler. This short introduction to the subject is based on John Nofsinger’s little book entitled “Psychology of Investing” , an excellent quick read for anyone who is … Continue reading →

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Life-cycle investing

Posted on March 2, 2012

Life-Cycle Investing: Revolution or Evolution-Are you ready for its implications? Background    The planning and investment advice, much like that offered at this website, has been rolling along on a framework based on wealth accumulation by saving and investing for … Continue reading →

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