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 […]
Hot Off the Web– December 20, 2010 Personal Finance and Investments Perkins and Robertson in the Globe and Mail’s “Through Canada’s insurance loophole” describe how “The regular checks and balances that are designed to oversee an insurance agent had failed.” Over the past twenty years the in most instances to historical oversight provided by insurance […]
Hot Off the Web– December 13, 2010 Personal Finance and Investments In the NYT’s “How to avoid being taken in a Ponzi scheme” Paul Sullivan says that “Sadly, the people who are most likely to involve you in a swindle are friends and relatives. It has become so common that it now has its own […]
Hot Off the Web– December 6, 2010 Personal Finance and Investments Avner Mandelman in the Globe and Mail’s “Looking to invest in a back-tested fund? Don’t” explains why you should not put much faith in funds touting so called “back-tested strategies (“Back-testing involves simulating what would have happened in years gone by if the manager […]
Hot Off the Web– November 29, 2010 Personal Finance and Investments In the Barron’s “A good tip for better TIPS” Ralph Goldsticker writes a ‘Dear Secretary Geithner’ letter in which he proposes a new type of TIPS (Treasury Inflation Protected Security) to help retirees with their decumulation strategies. The proposed A-TIPS or Amortizing-TIPS, unlike regular […]
Hot Off the Web– November 22, 2010 Personal Finance and Investments In a must read article, Burton Malkiel’s WSJ “’Buy and hold’ is still a winner”he explains why the ‘buy-and-hold’ obit writers are just the latest of a long line of misguided souls. “While no one can time the market, two timeless techniques can help.”Dollar-cost […]
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