Taylor Larimore offers a guide on the Investment Gems webpage to the literature on passive index investing. Here is Part III of the Quotable Guide to Passive Investing, a condensation of his work. Part I can be found here and Part II here.

Many books on passive index investing have now been published and Taylor Larimore offers an excellent guide on his Investment Gems webpage. Here is Part II of the Quotable Guide to Passive Investing. Part I can be found here.

Many books on passive index investing have been published in recent years. Taylor Larimore offers an excellent bibliography on his Investment Gems webpage: not only does he provide a comprehensive list of books, but also a collection of key excerpts from each book.

William Bernstein, author of  The Four Pillars of Investing, has a new book out. It’s called The Investor's Manifesto: Preparing for Prosperity, Armageddon, and Everything in Between. What’s it like? Here is a summary and some highlights (in “Coles Notes” fashion):

U.S. broker Charles Schwab’s launch this week of 8 new exchange traded funds (ETFs) could be a watershed event for providers and users of ETFs and mutual funds. What’s remarkable is that they have fixed their management expense ratios (MERs) even lower than the Vanguard ETFs and are allowing their ...

Now that Burlington Northern (BNI) is up 30% on a takeover by Warren Buffett’s Berkshire Hathaway (BRK.A), some people have sent in congratulations for recommending the stock in a May 4, 2009 blog post. Thank you very much but I didn’t see the takeover coming; I was thinking it could ...

Rate hikes by the Reserve Bank of Australia have led some analysts to wonder if the Bank of Canada will be soon following suit. David A. Rosenberg, Chief Economist & Strategist at Gluskin Sheff, is not one of them.

Despite making an average $500,000 a year (in today’s prices), the great novelist and playwright F. Scott Fitzgerald, never was able to put money aside. He and his wife thought the solution was to budget, to prepare a complete record of what they had spent running the household. But somehow, ...

The article in Saturday's Globe and Mail about business schools introducing oaths of ethical conduct for MBA graduates is worth reading. (Here's a link to MBA oaths from Harvard, Telfer School of Managements, and Richard Ivey School of Business: Sampling of Oaths.)

The highlight of my participation in the CSR Weekend at the Queen's School of Business was helping to judge the annual Nexen Awards.