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Articles By Dan Bortolotti:

investor behaviour

Investing

Canadian online brokers at-a-glance

A look at the services offered and fees charged by Canada’s most prominent online brokerages

Canadian online brokers at-a-glance
vanguard etfs

Canadian Couch Potato

Switching from e-Series funds to ETFs

Can’t wait to “graduate” to ETFs? Think twice before you make the leap

Switching from e-Series funds to ETFs

ETFs

Is it time to switch to currency-hedged funds?

They may benefit from a rising loonie but you may want to hold off

Is it time to switch to currency-hedged funds?

Canadian Couch Potato

Why a simple portfolio is still a hard sell

The truth is that a lot of complexity leads to worse odds

Why a simple portfolio is still a hard sell

Canadian Couch Potato

Couch Potato works with employer retirement plans

Employer-sponsored plans allow you to build a portfolio of index funds with almost no effort

Couch Potato works with employer retirement plans
hybrid approach

Canadian Couch Potato

How the Couch Potato Portfolio did in 2015

Quite well in "the year when nothing worked"

How the Couch Potato Portfolio did in 2015
advocis

Financial Planning

How to make a complaint against your advisor

5 steps you can take to let your grievances be known

How to make a complaint against your advisor

Financial Planning

Screwed!

Too many investors are being poorly served by advisors. Here’s how to avoid becoming the next victim

Screwed!
smart beta

December 2015

What’s so smart about smart beta ETFs?

Is the next generation of index funds an auspicious innovation or another empty promise?

What’s so smart about smart beta ETFs?