Hot Off the Web- June 8, 2008 A couple of great articles in the WSJ, one by Shefali Anand “Riding the retirement wave” and the other by Kelly Greene “Turn your nest egg into cash” provide a fairly thorough review of the available options to retirees to transform their assets into retirement income. (I say […]
Hot Off the Web- June 1, 2008 The past week’s highlight was covered in a couple of Financial Post articles “’High fees sap Canadians’ retirement savings: report” by Alia McMullen and “Supplementary CPP for those without workplace pensions?” by Jon Chevreau. They discuss Keith Ambachtsheer’s latest C.D Howe Institute report entitled “The Canada Supplementary Pension […]
Hot Off the Web- 25 May 2008 In WSJ’s “Refresh your retirement plans now” Tom Lauricella suggests that it’s time for a check-up of your retirement account(s). He suggests you start by looking in the following three places: (1) no more than 10% of company stock, (2) asset allocation, judging by target-date funds, for a […]
Hot Off the Web- May 18, 2008 In Financial Times’ “A global rebalancing act” Jerome Booth discusses coming changes in flow of savings in the world. Earlier flows from emerging markets into “safe” U.S. Treasuries are set to reverse as a result of realization of the currency risk of Treasuries. Coupled with rising inflation in […]
Hot Off the Web- May 11, 2008 In Globe and Mail’s “Flaherty closes in on new PPN rules” Kevin Carmichael indicates that Finance Minister Flaherty will be releasing new regulations on Principal Protected Notes. (You can read about PPNs at Canadian Securities Administrators’ website. You can also read about Structured Products, of which PPNs are […]
Hot Off the Web (May 4, 2008) Globe and Mail’s Rob Carrick tackled the rising tide of inflation in two articles this past week. First in “Inflation is rising so pay down debt now” he warns that rising inflation will lead to rising interest rates in the coming years and he suggests that now it’s […]
Hot Off the Web Globe and Mail’s Rob Carrick in “Fee-based accounts also subject to abuse” explains how fee-based compensation (i.e. based on some percent of the assets under management versus commissions on sale of investments), introduced as a means to eliminate conflict in objectives between investors and advisors, has not done the job. He […]
Hot Off the Web Financial Times’ Rebecca Knight in “Exchange traded funds gain a guiding hand” quotes PowerShares’ Bruce Bond that introduction of active ETFs is a watershed event, as these will compete with other actively managed funds. PowerShares had to accept assorted restriction from the SEC because the conflict between ETFs requirement for daily […]
Hot Off the Web In WSJ’s “Some retirement assistance at no charge” Glenn Fuffenach leads the reader to a number of good free web resources retirement planning and living. A couple of notable ones are: (1) T. Rowe Price Family Records Organizer , (2) Women’s Retirement Initiatives In a first of two articles (the second […]
Hot Off the Web Here is the somewhat abbreviated Hot Off the Web this week, as I was travelling for the last six days “on the slow train” from Florida to Ottawa via Savannah and NYC. Jennifer Levitz writes in the WSJ that “Americans delay retirement as housing, stocks swoon” . This shouldn’t come as […]
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