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Inside the BMO Asset Allocation ETFs

In our last blog and video, Justin and I compared the popular Vanguard and iShares asset allocation ETFs, ...

Asset Allocation ETF Showdown: Vanguard vs. iShares

In the brief time they’ve been around, asset allocation ETFs have transformed the way DIY index investors manage ...

Inside the iShares ESG Asset Allocation ETFs

Two of the biggest trends in investing these days are the popularity of one-fund portfolios and the focus ...

Finding ETF Pairs for Tax-Loss Selling

In my previous blog, accompanied by Justin’s video tutorial, we looked at tax-loss harvesting, and more specifically, how ...

How to Avoid Superficial Losses

Tax-loss selling—also known as tax-loss harvesting—is a technique for proactively realizing capital losses in your portfolio. It might ...

Is VRIF Right for Your Portfolio?

In my last few posts, I introduced the newly launched Vanguard Retirement Income ETF Portfolio (VRIF), explained where ...

ETFs & Funds

Tim Pickering on Managed Futures, Part 1

On Monday I wrote about managed futures, a strategy that can add a layer of diversification to a ...

TD e-Series Funds: The Next Generation

For almost 20 years, the TD e-Series mutual funds have been one of the cheapest and easiest ways ...

Horizons Swap ETFs: The Next Generation

It’s been a stressful few months for investors using the popular swap-based ETFs from Horizons. These funds have ...

Currency Hedging in International Funds

Currency hedging can be confusing for investors who use index funds and ETFs that hold foreign stocks or ...

Trading ETFs Near Dividend Dates

In my most recent podcast, I addressed an excellent question from Philip, who asked, “Are there days when ...

Inside the iShares ESG Asset Allocation ETFs

Two of the biggest trends in investing these days are the popularity of one-fund portfolios and the focus ...
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Indexing Basics

Beating the Market Is a New Idea

Today we take it for granted that virtually all mutual funds and stock pickers are trying to earn ...

Can the Pros Time the Market?

I never meant to make you cry And though I know I shouldn’t call It just reminds us ...

Debunking Dividend Myths: Part 4

This post is the fourth in a series exploring the myths and misunderstandings about dividend investing. The goal ...

When Should You Use an Advisor?

Dan Solin’s excellent new book, The Smartest Portfolio You’ll Ever Own (see my review here), devotes several chapters to ...

Another Reason to Distrust the Fund Industry

I recently had a chance to interview Ken Kivenko, who runs Canadian Fund Watch and is allied with ...

The Making of a Couch Potato

I know very few people who began their investing lives as Couch Potatoes. Most started out in mutual ...
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Financial Planning

Ask the Spud: Is My Pension Like a Bond?

Q: My wife and I have been using the Couch Potato strategy for a few years now, but ...

It’s Time to Ban Advisor Commissions

Should financial advisors be banned from collecting commissions on mutual funds? That’s been hotly debated for years, and ...

Dividends: Not As Tax-Friendly As You May Think

If your investments include RRSPs, TFSAs and taxable accounts, asset location is an important consideration. The returns of ...

A Monte Carlo Case Study: Can I Retire Early?

Last week’s post about Monte Carlo simulations in financial planning sparked some interesting comments, so I thought a ...

Why Plans Should Come Before Products

When I wrote the MoneySense Guide to the Perfect Portfolio [now out of print], I waited until Chapter ...

What Is the Advisor’s Role?

John Lawrence Reynolds' newest book, The Skeptical Investor, argues that Canadians were badly served by their advisors during ...
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Behavioural Finance

Cost Versus Convenience in “ex Canada” ETFs

I used to own one of those one-piece cutlery tools designed for hiking and camping—the kind with a ...

Podcast 20: One-Stop ETF Shopping

I’ve always tried to stress that successful investing is about the right process, not the right products. But ...

Why RESPs Should Be Kept Simple

In the last couple of weeks I’ve received two questions from readers who were trying to figure out ...

Why Simple Is Still a Hard Sell

Last January, I overhauled my model portfolios to make them simpler. Some of the older options included small-cap ...

Podcast 25: Dr. Steve Wendel on Investor Success

The latest episode of the Canadian Couch Potato podcast features an interview with Dr. Stephen Wendel, Head of ...

Three Reasons to Ignore Market Downturns

“Long-term investors shouldn’t worry about daily or weekly blips in the markets.” How many times have you heard ...
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Portfolio Management

How to Set Up a Hands-Off ETF Portfolio

For DIY investors, asset allocation ETFs may be the greatest gift to come along in decades. It’s never ...

A New Rebalancing Spreadsheet for ETFs

It’s easy enough to build an index fund portfolio with your desired mix of stocks and bonds. But ...

Beyond One-Stop ETF Shopping

The new asset allocation ETFs launched by Vanguard and iShares in 2018 have made it easier than ever ...