A Chat With Vanguard Canada: Part 2
Here’s another excerpt from my recent interview with Atul Tiwari, Dennis Duffy and Joel Dickson of Vanguard. These questions...
Articles By Dan Bortolotti:
A Chat With Vanguard Canada: Part 1
When Vanguard announced its arrival in Canada this summer, investors welcomed the company with open arms: perhaps no country...
The Timeless Harmony of a Balanced Portfolio
Deciding on the right asset allocation can cause investors a lot of grief—far too much, in fact, since there...
A Perfect Plan for the Holidays
In the spirit of holiday giving, Justin Bender, portfolio manager with PWL Capital in Toronto, has approached me with...
Ask the Spud: Am I Vulnerable to US Estate Taxes?
Q: I am ready to follow the Couch Potato and would like to use the US-listed Vanguard ETFs that...
Why You Should Beware of First Dates
Imagine that you’re the marketing director for MegaAlpha Investments and you want to advertise two of your mutual funds....
Another Promise of a Free Lunch
Earlier this month, Mackenzie Investments produced this advertisement for the Mackenzie Sentinel Corporate Bond Fund. The banner headline reads...
Can the Pros Time the Market?
I never meant to make you cry And though I know I shouldn’t call It just reminds us of...
How to Pick Last Year’s Winners
For several years now, I’ve been encouraged that Canadians are coming around to the idea that trying to pick...