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Index Funds

Index Funds

Unwrap portfolio with index mutual funds

The McEvers want to reduce their portfolio fees in order to save more for retirement.

Unwrap portfolio with index mutual funds

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How millennials can get rich slowly—really!

A terrific and short read for just about any investor.

How millennials can get rich slowly—really!

April 2014

How to choose index funds and brokerages

Like TD e-Series funds but not a TD brokerage customer? Try this instead.

How to choose index funds and brokerages

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How to keep the tax man off your couch

Traditional ETFs are already tax-efficient but Couch Potatoes can save even more tax with these innovative new products.

How to keep the tax man off your couch

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Canadian Couch Potato

Couch potato with a side order of stocks

Why are so many Couch Potatoes unable to resist dabbling in active investing? Maybe it’s because they’re human.

Couch potato with a side order of stocks

Index Funds

Tap into global investing opportunities

Emerging market stocks are now 10% lower than their historical norms.

Tap into global investing opportunities

Canadian Couch Potato

The one-fund solution

If you’re new to self-directed investing and you have a relatively small RRSP or TFSA, the place to begin...

The one-fund solution

Canadian Couch Potato

Deep thoughts on diversification

Just shy of two years ago—in October 2011—I wrote a post that laid out the year-to-date returns for the...

Deep thoughts on diversification

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Index Funds

Why indexing isn’t monkey business

In theory almost every strategy seems to outperform the Couch Potato. So why do so few investors actually...

Why indexing isn’t monkey business

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