Category 2009

blog22dec2009

Hot Off the Web- December 22, 2009 Personal Finance and Investments Ken Kivenko in the FundLibrary.com‘s “Asset location” discusses the importance of the type of accounts that assets are placed from the perspective of taxes. Kivenko’s subtitle is ‘It’s not what you make that counts- It’s what you keep!’. He starts off discussing numerous examples […]

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blog16dec2009

Hot Off the Web– December 16, 2009 Personal Finance and Investing Jonathan Chevreau writes in the Financial Post’s “Funds should serve clients not advisors” . Now that’s a refreshing thought! This discussion in Chevreau’s blog was started when one of the mutual fund companies initiated a new fund which just acted as a wrapper around […]

blog08dec2009

Hot Off the Web– December 8, 2009 Personal Finance and Investing Those of you who might have missed Larry MacDonald’s Globe and Mail article “Nortel retiree prefers ETFs” on my personal approach to investing, you might find it interesting to peruse that short article. Daisy Maxey’s article “What should you do with your money in […]

blog01dec2009

Hot Off the Web- December 1, 2009 Personal Finance and Investments Globe and Mail’s John Heinzl tackles how much of your nest egg can you spend each year in retirement, in “How not to outlive your money”.  Options discussed include: (1) “the 4% rule” (spending 4% from a balanced portfolio the first year and then […]

blog24nov2009

Hot Off the Web- November 24, 2009 Personal Finance and Investments In one of his occasional contributions, ex-WSJ personal finance writer Jonathan Clements in “The case for retiring in a bear market”, writes “Here’s a formula for a comfortable retirement: Wait for stocks to plunge 30%. Watch your neighbors panic and market pundits suffer palpitations […]

blog17nov2009

Hot Off the Web- November 17, 2009 Personal Finance and Investments A great article by Robert Arnott in the Financial Times’ “A steady hand at the tiller wins out” where he reminds readers that “like the best sailors, have a steady hand at the tiller, maintaining course through the storms…never lose sight of their course […]

blog11nov2009

Hot Off the Web– November 11, 2009 Personal Finance and Investments Jason Zweig in WSJ’s “Are ETFs causing an emerging markets bubble?” warns readers about concentration of some emerging market ETFs. “As money pours into the ETFs, they must mechanically match their holdings to those in the emerging-market indexes. That forced buying drives up stock […]

blog04nov2009

Hot Off the Web– November 4, 2009 Personal Finance and Investments Consider yourself warned “Bond ETFs risky with rates so low”. The Financial Post’s Chevreau warns that you should keep your duration low or else be prepared for capital losses if rates rise quickly. Rob Carrick in his weekly Personal Finance Reader email mentions “Tacita […]

blog28oct2009

Hot Off the Web- October 28, 2009 Personal Finance and Investments The Financial Post’s Jonathan Chevreau reporting from the World Money Show indicates that “At World Money Show in Toronto, mutual funds are yesterday’s investment” . Unlike in past such shows, mutual fund companies were almost invisible. An investor poll presented suggested that “only 12% […]

21oct2009

Hot Off the Web- October 21, 2009 Personal Finance and Investments This week’s Barron’s has a series of ETF articles in an ETF Special Report, a “primer for newcomers and state-of-the-industry report for pros.” In “Growing to the sky” Michael Santoli reports that there is now $695B invested in 768 funds; the past decade’s 40% […]