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This and That

by Ram Balakrishnan
December 14, 2007
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  1. Time is running out if you want to take advantage of some tax breaks for the 2007 tax year. You can also add RESP contributions to the list.
  2. Just in time for the holiday season: “Eight tips for the office party”.
  3. While his approach to investing might be boring, the same epithet doesn’t apply to William Bernstein, author of The Four Pillars of Investing, recently quoted in The Globe and Mail.
  4. Jonathan Chevreau writes about yet another study that shows how chasing performance negatively affects investment returns.
  5. A hot fund could easily turn cold, so beware of investing based on past performance. Rob Carrick relates the story of formerly high-flying Mackenzie Ivy Canadian Fund.
  6. Ellen Roseman writes about an investor who sold equities anticipating a market decline and parked the proceeds in commercial notes when his adviser suggested that the notes have an “AAA rating, better than many government bonds”.

Blog Roundup

  1. Canadian Dream pointed out the dangers of comparing net worth in response to a post by Million Dollar Journey. I’m curious if readers really care to know a blogger’s net worth.
  2. Steady Hand’s Tom Bradley notes that “I don’t want any of my money in the U.S.” is a common refrain these days.
  3. Many readers had pointed out the TD Mutual funds does not handle grants other than the basic CESG. Larry MacDonald suggests checking out if your RESP provider can handle all the grants you are eligible for.
  4. Canadian Financial DIY suggests how to construct a portfolio from scratch.

Related posts:

  1. Finding a Financial Advisor, Part 1
  2. Carnival of Debt Reduction # 19
  3. The Income Tax Cut is Better
  4. This and That
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