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Articles By Dan Bortolotti:

smart beta etfs

ETFs

Build a more strategic ETF portfolio for less

11 smart beta ETFs on the Canadian scene

Build a more strategic ETF portfolio for less
financial plan

Columns

Time to rethink expectations

You might want to revise your plan, given the outlook for returns

Time to rethink expectations

ETFs

Is there a low-cost way to sell your DSC mutual funds?

Firstly, ditch the advisor and open a self-directed account

Is there a low-cost way to sell your DSC mutual funds?
smart beta ETFs

ETFs

How to get started with smart beta ETFs

These ETFs focus on high-return factors

How to get started with smart beta ETFs
foreign buyer tax loophole

Canadian Couch Potato

How foreign withholding taxes affect returns

Remember, the U.S. taxes 15% on dividends paid to Canadians

How foreign withholding taxes affect returns
The evolution of ETFs

Canadian Capitalist

Cost versus convenience in “ex Canada” ETFs

Some hold underlying U.S.-listed ETFs that could result in foreign withholding taxes on dividends

Cost versus convenience in “ex Canada” ETFs
stock market

Budgeting

A cynic’s guide to spooking indexers

Here are four reasons to stop wasting time keeping fees and taxes low and to stop being diversified and...

A cynic’s guide to spooking indexers
inflation-adjusted bonds

Bonds

The real problem with inflation-protected bonds

In Canada, the market for real-return bonds is far more limited

The real problem with inflation-protected bonds
investing

Columns

What advisors need to learn about ETF investing

Many advisors don't have a clue on how to build a portfolio of ETFs or index funds

What advisors need to learn about ETF investing