Review: Lifecycle Investing
Most investors understand that you should have more exposure to stocks when you’re young and gradually allocate more to...
Articles By Dan Bortolotti:
More ETFs Now Paying Monthly
Both iShares and Claymore have announced that several of the their ETFs will start paying distributions monthly instead of...
Should You Use Index Funds or ETFs?
This week I got an email from a reader who is in the process of firing her advisor and...
Not All Indexes Are Created Equal
In yesterday’s post I looked at the recently launched BMO Equal Weight REITs Index ETF (ZRE), which invests in...
New Kid on the Real Estate Block
It looks like BMO has finally made a splash in the ETF market. Most of the bank’s family of...
Build Your Own Pension-Fund Portfolio
It’s always interesting to know what the smart money is doing. And I’m not talking about the investment managers...
9 Secrets of the Empowered Investor, Part 3
This post is the third of three that outline nine critical factors in investment success, as identified by Keith...
9 Secrets of the Empowered Investor, Part 2
This post is the second of three that outline nine critical factors in investment success, as identified by Keith...
9 Secrets of the Empowered Investor, Part 1
I recently interviewed Keith Matthews for a forthcoming column in MoneySense. Keith is a partner and portfolio manager at...