Retirement Right This Way

One of my favourite financial books is The Investor’s Manifesto by William Bernstein, talked about the attributes of a successful investor: They must possess an interest in the process, They need more than a bit of math horsepower, far beyond simple arithmetic…
Dividend Tax Credit 101

Dividend Tax Credit 101 I’ve known for some time now that I get a tax-break by investing in Canadian dividend paying stocks owned outside registered accounts like my Registered Retirement Savings Plan (RRSP) and my Tax Free Savings Account (TFSA).…
A 50 year bond is bad news for investors

I haven’t been alive for 50 years.  I can’t imagine locking myself into an investment product for that long.  Apparently some Canadians, namely institutional investors don’t feel the same. According to one recent report, our government has successfully sold $1.5…
Indexing 101

First My Own Advisor reader:  “Great site, but I don’t know what you mean by indexing?” Me:  I should write a post on that. Second My Own Advisor reader:  “Hi Mark, I found this article interesting and while unable to…
April 2014 Dividend Income Update

Welcome to another dividend income update.  For those of you new to these posts on my site, every month I discuss my approach to investing using Canadian dividend paying stocks and some Exchange Traded Funds (ETFs) to help reach financial…