Hot Off the Web– April 15, 2011 Personal Finance and Investments In the Financial Post’s “Fixes for the biggest retirement risks” Linda Stern discusses the requirement for “maximum flexibility” and suggestions on how to deal with life’s surprises like: you are forced to retire early, taxes may be higher that you expected, you could live […]
Hot Off the Web– April 4, 2011 Personal Finance and Investments In the Globe and Mail’s “Does your investment adviser put you first?” Rob Carrick looks at mechanisms of finding an advisor who not only answers that question in the affirmative but also means it. Carrick suggest three approaches increase likelihood of finding such an […]
Hot Off the Web– March 28, 2011 Personal Finance and Investments In WSJ’s “Retirement 101: How to figure out what you’ll need?”Brett Arends reports on the latest dismal retirement Confidence Survey by EBRI: <50% are confident about ability to retire comfortably, 13% “very confident” (about half that of a few years ago, and 27% “no […]
Hot Off the Web- March 21, 2011 Personal Finance and Investments In the WSJ’s “A smarter way to buy insurance” Daisy Maxey writes that “Most people who buy life insurance do so from an agent working for a life-insurance company, or from a broker who receives a commission. But a lot of financial advisers are […]
Hot Off the Web– March 14, 2011 Personal Finance and Investments In the Financial Post’s “Canada’s costly mutual funds flunk again: only nation of 22 to get an F on fees”Jonathan Chevreau reports that “An expanded version of a 2009 (Morningstar) global study gives Canada a gentleman’s C+ overall but on fees (Management Expense Ratios) […]
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. […]
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