Category Archives: Investing

Before You Trade Forex: Know What You’re Doing

The idea of making money by trading currencies is one that is gaining in popularity. However, before you get excited at the prospect of untold riches through trading forex, you should make sure that you know what you’re doing. Do You Understand How Currency Trading Works? Before you trade anything, no matter how conventional, youContinue Reading

The Utility of Investing in Utilities

The Utility of Investing in Utilities

The secular bear market that began in 2000 has seen many investors scratching their heads over where to allocate their investable funds. Stocks have lived up to the secular bear moniker by fluctuating wildly but managing little real price progress over the past decade. In the meantime, bonds have extended a 30-plus year bull runContinue Reading

Are Long Term Bonds Still a Good Buy?

Are Long Term Bonds Still a Good Buy?

These days it seems market commentary is filled with more conflict than consensus. Even the most grizzled market veterans acknowledge that these are the most challenging market conditions they’ve ever faced. I suppose it makes sense then, that some of the most knowledgeable and experienced experts on the street are presenting coherent but completely disparateContinue Reading

Rent or own vacation property

Every year, I meet more and more people that have bought vacation property or are thinking about buying vacation property.  The question I get is whether this is a good idea or not. It’s in the numbers I’ve always said there are two influences to every decision we make – the logical influence and theContinue Reading

Conflicts of interest in the financial industry

In my recent column in the Edmonton Journal, I highlighted one of the conflicts of interest when it comes to the financial industry giving debt advice vs selling debt products.  Some people thought I would really anger the financial industry but I have not heard any comments of the sort. Here are some other examplesContinue Reading

We Need to Open Our Minds to the Consideration of Promising But “Extreme” Investing Ideas

I’m not a Buy and Holder. I believe in Valuation-Informed Indexing. There is now 30 years of academic research showing that it provides far higher returns are greatly reduced risk. If stocks continue to perform in the future anything at all as they have always performed in the past, Valuation-Informed Indexers will be able toContinue Reading

Investment Fees, Advisor compensation and Added Value

I’ve written lots about the importance of knowing how much you pay in fees when it comes to investing.  My research shows that fees matter because there is a strong correlation between below average fees and above average performance. There is also lots of other compelling research that suggests passive investing with low cost indexContinue Reading

Three types of bonds

Bonds are a hot topic these days. Bonds are not only popular when markets go through significant corrections but it’s tough not to be intrgiued with this conservative asset class when you look at the returns of bonds compared to stock over the past 10 years. Year Bonds Stocks 2011 9.7 -8.7 2010 6.7 17.6Continue Reading