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Inside the Horizons One-Ticket ETFs

Are asset allocation ETFs cheap, well-diversified and convenient? Absolutely. Are they optimally tax-efficient? Perhaps not, though any tax ...

Inside TD’s One-Click ETF Portfolios

The ongoing popularity of asset allocation ETFs is undoubtedly a good thing—maybe even revolutionary. Canadians have enthusiastically embraced ...

Dude, Where’s My Distribution?

Investors using the TD e-Series mutual funds may have noticed an unusual episode at year-end. The TD International ...

TD e-Series Returns for 2020

The TD e-Series index mutual funds remain a useful alternative to the asset allocation ETFs that take centre ...

Couch Potato Portfolio Returns for 2020

Just about everyone was happy to wave goodbye to 2020. By the spring it was shaping up to ...

Inside the BMO Asset Allocation ETFs

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

ETFs & Funds

Inside the Horizons One-Ticket ETFs

Are asset allocation ETFs cheap, well-diversified and convenient? Absolutely. Are they optimally tax-efficient? Perhaps not, though any tax ...

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 ...

iShares Launches All-in-One ETF Portfolios

Back in February, writing about the newly launched Vanguard’s asset allocation ETFs, I asked why it had taken ...

Tim Pickering on Managed Futures, Part 2

Here's part two of my interview with Tim Pickering, president of Auspice Capital Advisors, who manages both the ...

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 ...

ETF Risks in Perspective: Synthetic ETFs

Not so long ago, ETFs were simple and transparent. But with the tremendous growth in the industry, ETFs ...
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Indexing Basics

Debunking Dividend Myths: Part 4

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

Ask the Spud: Can You Time the Markets?

Q. Have you ever done any calculations into the optimal time to purchase index funds or ETFs based ...

Confessions of an Investing Parasite

As index investing has gained popularity, it is also attracted its share of scorn. The latest example is ...

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 5

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

Review: The Smartest Portfolio You’ll Ever Own

There comes a time in every Couch Potato’s life when he or she has to answer a nagging ...
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Financial Planning

What Is the Advisor’s Role?

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

Why Plans Should Come Before Products

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

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 ...

Ask the Spud: Am I Vulnerable to US Estate Taxes?

Q: I am ready to follow the Couch Potato and would like to use the US-listed Vanguard ETFs ...
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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 ...

Should You Buy Stocks For Your Kids?

If you’re a parent, how can you set your child on the road to investing success? One popular ...
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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 ...