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Goals

2014 Financial Goals – September Update

To keep me honest and focused I post my financial goals on My Own Advisor.  One thing I’ve learned over the years is I have a much better chance at realizing my goals if I keep tabs on them, and often. Here’s a recap of our original 2014 financial goals: Continue putting $300 lump sum payments on our mortgage every month ($3,600). Maximize both Tax Free Savings Accounts (TFSAs) ($11,000). Increase Registered Retirement Savings Plan (RRSP) contributions by $200 per month ($2,400). Here’s our report card with just less than four months to ...

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Weekend Reading

Weekend Reading – Net worth updates, yield, income, Coca-Cola and more

Welcome to another fine Weekend Reading list.  First up, a reminder about my posts this week:  some common DIY investor mistakes and a primer about money management fees for mutual funds and more. Enjoy the rest, some of my favourite articles from the week that was. Asset Grinder, still in his 30s, has a very impressive 7-figure net worth update. Dividend Growth Investor asked himself:  Should I have a minimum yield requirement? Tawcan shared his dividend income update. The Passive Income Earner showed the tremendous returns of Coca-Cola stock. ...

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Investing

MER TER Money Management Fees FWIW

A few months ago I got an email from a reader stating something to this effect: Hello again, here is something you probably already know, the management fees recorded on most Exchange Traded Fund (ETF) sites is NOT the same as the MER, in some cases, not by some lot. I own shares with most of the providers, but do feel the industry should be OBLIGED to report the total MER and not just the management fee.  To cite some examples, XEI by Blackrock has the 0.20% management fee posted on their website whereas Morningstar reports the XEI management ...

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Financial Mistakes

DIY Investor Mistakes

As a follow-up to a recent article in The Globe and Mail, I wondered about posting another article that shares where I’ve fallen down – exposing some of my DIY investor mistakes.  Here are a few common mistakes from that article and my assessment of them. Lack of a sounding board I’m actually using this blog, friends and family for sounding boards.  I talk to others about their investing experiences (good and bad) and try to learn from everyone I meet.  I think my approach is generally sound but I’m probably biased as are all ...

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Weekend Reading

Weekend Reading – Active management, rants, dumping bonds and more

Welcome to my Weekend Reading edition, I hope you enjoy some of these great articles over the next few days.  All the best and see you here next week! Jonathan Chevreau wondered why CPP is betting on active management.  He cited Andrew Coyne’s comments here:  “Active management is a crock. To consistently beat the market within a given asset class, a fund manager must be consistently smart and well-informed, he must be consistently smarter and better-informed than all the other smart and well-informed managers out there, all of whom are trying ...

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