Category 2012

Hot Off the Web- November 5, 2012

Contents: LTC costs up, cap- vs. GDP- weighted bond indexing, estate planning in Canada: advantages to giving it away before death, closing the retirement income gap, adviser designations, US house prices up, demographics and Canada’s house prices, Florida property tax, public pensions under attack in Canada and UK, Arnott: avoid big companies, gold price might […]

Hot Off the Web- October 29, 2012

Contents: Disability insurance, RMD-based withdrawal strategy, target-maturity bond ETFs, scary retirement study, fiduciary advisors in Canada? house prices: Canada peaked-US bottomed? Florida house prices advance, PRPP dead? Federal pensions still generous, low interest rates NOT root cause of underfunded pensions, yuan to trump dollar? change at Fed feared? Ben Stein’s advice, root cause of extraordinary […]

Hot Off the Web- October 22, 2012

Contents: “Sure things”, single seniors lose, Ellis: “Winners’ game”, elder financial abuse, iShares vs. Vanguard mud fight, other ETF costs, long term care, Khaneman on risk tolerance, Canadian housing on precipice? US home inventories down, Canadiam MP’s and public service pensions tightened, Canada’s and US’s pension systems 6th and 10th out of 18- makes sense? […]

Hot Off the Web- October 15, 2012

Topics: Conflict of interest, private money managers, required assets for retirement, life insurance in retirement? luxury cars? Cap or GDP weighted bond index? replacing Canadian index ETFs? US housing boom in 2015? Gehry’s Toronto condos, flawed data drives up Canada’s house prices, pension fund asset allocation, central banks’ bubble, IMF: Canada’s debt risk, returns/inflation in […]

Hot Off the Web- October 8, 2012

Topics: “Glidepath illusion”, ETF costs, Vanguard index changes, investing with dementia, un-indexed SPIAs in decumulation, Canada’s housing slowing, US housing recovery over-rated? “annuity or lump sum”, class action against Nortel pension trustees,  Canadian DB pensions stuck underfunded, longevity insurance pushed by US mutual insurers, “investable rally”? financial industry self-serving, inflation/deflation? Bogle’s new book, “family loan […]

Hot Off the Web- October 1, 2012

Topics: Financial advisors add 1.8%, age 65 an obsolete threshold, living inheritance better, US house prices up but not all house price reports the same, Canada’s house market a slow-motion train-wreck? November vote on Florida constitutional amendments more bad news for non-homesteaders, pension/annuity or lump-sum? floundering PRPP, coming ‘tail-risk’ event? Gross: inflation coming- stocks favored, […]

Hot Off the Web- September 24, 2012

Topics: Retirement mistakes, non-traded securities, ‘grey divorce’, LTC insurance, BOND vs. BND and AGG, equities for retirees, real estate: Canada slowing while US picking up, US pension plan relief to cost taxpayers, 401(k) problems, Canadian pensions move into alternatives, public pension management: Japan vs. Canada, moving past the DB vs. DC debate, passive vs. active, […]