Here is Part VII of the Quotable Guide to Passive Investing. Part I is here. To scroll through Parts II to VI, click on links at the bottom of each page.

Here is Part VI of the Quotable Guide to Passive Investing. Part I is here. To scroll through Parts II to V, click on links at the bottom of each page.

The Ontario government is tabling its proposed HST legislation this week (tax to come into effect July 1). B.C. is also moving forward on its HST.

Here is Part V of the Quotable Guide to Passive Investing. Part I is here. To access follow-on parts, click on links at the bottom of the each page.

Here is Part IV of the Quotable Guide to Passive Investing. Part I is here. Then follow the links at the bottom of the page to access the rest of the parts.

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.

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 ...

An email from David K. of Toronto nudges me to post on a point I had thought to include in yesterday’s column on short selling leveraged ETFs – but left on the cutting room floor. It concerns the strategy of shorting leveraged ETFs and the distinction between historical and future ...

In the previous post, I had linked to an article by a financial advisor who had painted a rather bleak picture in regards the level of service provided by financial advisors remunerated through trailer fees and other embedded commissions. It suggested that financial plans were performed at even lower rates than ...

A reader sent in an email with an interesting supplementary to the claim that trailer fees represent the cost of financial advice (in Part I). As you may recall, MacKenzie Financial’s publication claimed that an apples-to-apples comparison of ETFs to mutual funds required that the ETF orange be converted into an ...