Category ^Hot Off the Web
blog30sep2007
Hot Off the Web Rob Carrick in the Globe and Mail lists mutual funds which despite their Canadian sized management fees beat the indexes over the past 15 years in “Give a cheer for these index-beating mutual funds” . (These funds are certainly would be preferred ones to consider if you were planning to buy […]
blog23sep2007
Hot Off the Web Jonathan Clements in “Harder than building wealth: Keeping it” he takes concern about retirement finance to a new level, including a factor not usually discussed in retirement finance articles. (Of course you read many reports about whether the old 70% of pre-retirement income target may be obsolete, given the younger, healthier […]
blog16sep2007
Hot Off the Web First, there were a couple of interesting articles on Florida’s discriminatory two-tier property tax front; one is potential good news and the other, is bad news materializing, as expected. BusnessWeek’s “Shaky times for munis” reports that the U.S Supreme Court is expected to rule on the constitutionality of the State of […]
blog09sep2007
Hot Off the Web This is a somewhat belated September 9th blog, as we got in after midnight last night from a week in the magnificent Canadian Rockies. We got in lots of great scenery, food and hiking! In Financial Post’s “Use your home’s equity, but don’t forget the debt” , Jonathan Chevreau discusses the […]
blog02sep2007
Hot Off the Web WSJ’s Ruffenach in “Don’t count on your house for retirement” reports that in a California area survey, 68% of 60 year olds were counting their home as part of their retirement assets. He suggests that this is not a good strategy, not just because real estate prices are now falling, but […]
blog27aug2007
Hot Off the Web Financial Post’s Richard Croft in “Picking the right benchmark” tables the importance of benchmarks in investing (you can read more about it at this website at Benchmarks ). He gives two reasons for their importance: comparison with a passive alternative and because of focus on portfolio rather than individual securities. He […]
blog19aug2007
Hot Off the Web The debate continues on whether “Tweaks in index that boost gains” actually add any net after fees value. A Morningstar study showed that enhanced index based mutual funds trailed the performance the traditional cap-weighted index funds. Interestingly, another study showed that institutional enhanced index funds have somewhat outperformed the traditional indexes. […]
blog12aug2007
Hot Off the Web ETF’s are becoming popular not just with do it yourself investors, but also with advisors. In WSJ’s “All ETF portfolio: Pros reveal the ins and outs” Core holdings include S&P500 SPDR (SPY) combined with MSCI EAFE index (EFA). The core holdings of some are evolving to using S&P Equal (rather than […]
blog05aug2007
Hot Off the Web In “Snowbirds’ Florida Tax Crisis” The Canadian Snowbird Association Magazine’s Summer Edition (pp.18-19) contains an article written by yours truly. Florida’s property tax system has been called loony, outrageous, two-tier, discriminatory, confiscatory and worse. The bottom line is that Florida has a property tax system that is rigged against snowbirds and […]
blog29jul2007
Hot Off the Web This week’s Hot Off the Web is heavily focused on asset allocation. The Financial Times’ “How to allocate your assets” readers are reminded that asset allocation is still the dominant contributor to long term returns. The only significant changes that have occurred since 2000 are pertaining to: (1) more sophistication in […]
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