Hot Off the Web– March 7, 2011 Personal Finance and Investments We’ll start with a well worth reading of a Richard Stolz interview with Robert Arnott who is the architect of and stakes claim on the superiority of fundamental indexes (which some don’t believe to be an indexes but really a value oriented selection of […]

Hot Off the Web– February 28, 2011 Personal Finance and Investments FAIR Canada report just issued indicates that “Even though there are two compensation funds (CIPF and IPC) in Canada that compensate investors in event of insolvency of investment firms and mutual fund dealers, the funds only compensated 2% of the financial losses because most […]

Hot Off the Web– February 21, 2011 Personal Finance and Investments Brett Arends in the WSJ’s “Six ways to boost your investment income”includes the following in his list: CD (or GIC for Canadians) ladders, and prepaying expenses (e.g. in an environment of rising prices at 5%, say on non-perishable foods, buy a one year supply […]

Hot Off the Web– February 14, 2011 Personal Finance and Investments James Mackintosh in the Financial Times’ “The thumb doesn’t always rule”points out that those old rules of thumb don’t always work with examples from momentum investing and value vs. growth investing. “There is no contradiction between momentum – a short-term strategy – and the […]

Hot Off the Web– February 6, 2011 Personal Finance and Investments First of all read about what a fiduciary is and why it is important for your wealth in my new blog; a Fiduciary duty requires the fiduciary to place the interests of the client ahead his own. In WSJ’s “Long-term care: New fixes” M.P. […]

Hot Off the Web– January 31, 2011 Personal Finance and Investments Jessica Holzer in the WSJ’s “SEC study lifts bar for brokers” reports that the SEC has tabled recommendations to Congress to create a “common fiduciary standard of care for brokers and investment advisers”. This would “hold brokers to a higher “fiduciary duty” standard (than […]

Hot Off the Web– January 24, 2011 Personal Finance and Investments Rob Carrick in the Globe and Mail’s “Measure your portfolio with the right yardstick” reports on Tom Bradley’s excellent guide “How is my portfolio doing…and what should I do about it”. This is a must read for serious Do-It-Yourselfers. Bradley discusses the importance of […]

Hot Off the Web– January 17, 2011 Personal Finance and Investments In the Financial Post’s “Is TFSA or RRSP right for you?” Jonathan Chevreau discusses the differences between TFSA and RRSP and points out that “there are at least two cases where TFSA is preferable to an RRSP. One is low-income seniors hoping to collect […]

Hot Off the Web- January 10, 2011 Personal Finance and Investments Brett Arends in the WSJ’s “Why you shouldn’t trust Wall Street’s top picks” explains that the most hated stocks out-perform the most loved one year after year because “Investors frequently forget that stock-market predictions aren’t like, say, weather predictions, because in the case of […]

Hot Off the Web– January 4, 2011 Personal Finance and Investments In the Financial Post’s “Financial tips for those who hate investing” Laura Dogu suggests that everyone should be able to do the following necessary steps in getting their financial house in order: “verify beneficiaries on your retirement accounts, insurance contracts, and wills”, “review changes […]