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…