You’ll need time, discipline and a little help from the taxman. The Globe and Mail’s simple TFSA calculator can help you quickly and easily figure out what your TFSA (Tax Free Savings Account) might be worth down the line under different assumptions. The calculator takes into account current TFSA contribution limits including planned limit increases based on […]
Morningstar has updated it’s research on the factors that might help investors decide which investment funds to choose. Once again they find that costs are the only reliable indicator of future fund performance. The evidence is so clear in this area that they believe it should be among the top two criteria to use when screening funds. We […]
Every now and then a data point comes along that makes you sit back think, “hmm, that is interesting.” – Not interesting in that it forms the basis of a tactical investment move but interesting in that it helps us better understand the environment in which we invest. For example, Josh Brown, the Reformed Broker, highlighted this […]
“In short, these ETFs live by the big stock sword but they also die by the big stock sword.” This quote from a Bloomberg article this morning “Apple Takes a $4 Billion Bite Out of ETFs as Smart-Beta Shines”, captures one of the obvious shortcomings of investing in simple exchange traded funds (ETFs) that weight their holdings […]