The costs of imposing a legal “fidcuiary duty” on the Canadian financial...
Presuming that reasonable people understand the need for a legally-grounded requirement for advisors – ANYONE who advices, sells, recommends, etc. any financial product or service – to have a fiduciary...
View ArticleA Sane Article About Investment Fees
There has been much commentary on transparent investment fees in the past several months. This one in the Globe & Mail by Preet Banarjee is excellent. Financial industry needs more transparency on...
View ArticleThe Swiss Franc and US Dollar and Gold
I have always liked the Swiss Franc. Even in high school I knew about the Swiss and their inherently future oriented and conservative society. For many people now the Swiss economic standards are the...
View ArticleHas Modern Portfolio Theory (MPT) outlived its’ usefullness?
In the early 1950s, Dr. Harry Markowitz was awarded the Nobel Prize in Economics for his work in defining the relative relationship between risk and reward when analysing investments. Considering that...
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Why so much ado about interest rates?
Mal Spooner Why the popularity of shorter-term interest-bearing securities among Canadians, in particular GIC investments? In fact, we in Canada are not the only investors who seem satisfied investing...
View ArticleRetirement Income Investing: The Dreaded RMD
All of us are approaching retirement, many of us are already there, and some of us (myself included) are thinking about the ultimate IRS slap-in-the-face… The Required Minimum Distribution. It’s time...
View ArticleWall Street’s Dirtiest Little Secret
As of Close of Business May 8th, no less than 53 multi-year experienced, Tax Free Income, Closed End Funds (CEFs) were paying 6% or more in federally tax free income to their shareholders. 18 issues...
View ArticleBrave Old World: Market Cycle Investment Management
The Market Cycle Investment Management (MCIM) methodology is the sum of all the strategies, procedures, controls, and guidelines explained and illustrated in the “The Brainwashing of the American...
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Every company needs a money manager and so might every wealthy investor
Money in Canada Managing an investment portfolio was relatively easy in the 1980s and 1990s, but there has been a significant increase in complexity over the past decade. The investment climate and...
View ArticleEd Rempel – Not Sold on ETF’s and Index Funds
Why I Won’t Own an Index Fund or ETF Skilled Fund Managers Many investors are skeptical that there exist fund managers who have skill and who can beat the index over the long-term. Other investors...
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