Longevity Risk: Is Planning To Age 100 Practical?
In financial planning circles, longevity risk (the risk that you will live to a very old age and, as a result, run out of money) is one of the toughest challenges to meet with any … Read more
Canadian Content
Is Canada Starting To Suck? Business Investors Seem To Think So
Economics are one of those things that many people simply choose not to be bothered with. Often the information is dry and boring, and the core data that you really need to see can be … Read more
Inside Out: What’s Wrong With Canada’s Investment Industry?
There’s an awful lot of noise being generated around the investment industry in Canada. It’s as if everyone agrees that, somehow, the system is broken, but no one can quite agree on what the problem … Read more
In Defense of Planners: Don’t Buy The Anti-Financial-Planning Rhetoric
There’s been a lot written recently that seems to suggest, sometimes quite forcefully, that if you make use of a financial planner or advisor (for the purpose of this article, I’m going to stick with … Read more
Retirement Funding: Making The Most of GIS and CPP Benefits
I had the great privilege of again being asked to write a guest post for Cut The Crap Investing (CTCI). CTCI is a fantastic resource for Canadians interested in low-fee investing. Below is an excerpt … Read more
TFSA Investment Strategies: 42% Of Us Have It Wrong
When the Tax Free Savings Account (TFSA) was introduced in Canada in 2009, it was the rarest of things; a genuine financial gift from our federal government. Overnight, a TFSA investment became the must-have financial … Read more
The 3 Most Common Mistakes of Canadian Investors
I had the great privilege of being asked to write a guest post for Cut The Crap Investing (CTCI) which went live yesterday. CTCI is a fantastic resource for Canadians interested in low-fee investing. Below … Read more
Geographic Arbitrage – In Canada, Your Province of Residence Can Cost You Dearly
(Originally written November 9, 2017. This is still pertinent today). For the past year, my wife and I have been living in Halifax, Nova Scotia, the population hub of Canada’s Maritime provinces. We love it … Read more