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Home Uncategorised

This and That: Happy Christmas edition

by Ram Balakrishnan
December 16, 2010
Reading Time: 3 mins read
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Before we dive into this week’s collection of links, a few housekeeping items. With Christmas just around the corner, it is that time of the year when I slow down to spend more time with the family and my posting frequency takes a big hit. Chances are you’ll see very little new material here over the next two weeks. Therefore, I want to take this opportunity to wish you all a Merry Christmas, Happy Holidays and a Very Happy New Year.

  1. The New York Times reported that a dying Wall Street insider offers some sensible investing advice for Main Streeters in a slim new book.
  2. We seem to hear about a new Ponzi scheme pretty much every day these days. The New York Times offers some valuable tips on how to avoid being taken in by a Ponzi scheme.
  3. So many Canadians still find TFSA contribution and withdrawal rules confusing. This post on Canadian Money Forum offers a humorous explanation of TFSA rules.
  4. If you want to move your TFSA account from one institution to another without incurring transfer fees, be sure to check out the December shuffle.
  5. Mike Holman explains he is going paperless by signing up for e-bills. As someone who has gone paperless for years, I can see how much it can reduce clutter. Just makes sure you backup your data preferably at an offsite location.
  6. The endless debate about passive versus active investing? It all stems from one side misunderstanding the other, says Michael James.
  7. If you invest in TD e-Series of Funds, Canadian Financial Stuff has an useful heads up: you may be required to keep investor profiles up to date. I’ve been caught up in this in the past as well. All it takes is a quick phone call to get it sorted out.
  8. Canadian Couch Potato finds a perfect hockey analogy for index investing in Hall-of-Famer Mike Gartner.
  9. Million Dollar Journey featured a guest post on a subject fraught with pitfalls — lending money to friends.
  10. With so many Ponzi schemes being uncovered these days Larry MacDonald asks why Canadians have to put up with a justice system that is soft on white-collar crime.
  11. With RRSP season just around the corner, we are about to be hit with a barrage of ads touting past performance of mutual funds. Jim Yih warns investors of the dangers of looking at a snapshot of performance.
  12. Most Canadians are unaware that US Estate Taxes may be applicable to them. You may have heard the news about a proposed tax deal in the works in teh US. How to Invest Online explains the implications of the tax deal on Canadians with US-located property such as real estate and securities.
  13. Beating the Index explains why he chose to pay down his mortgage over building an investment portfolio.

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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