William Bernstein, author of The Investor’s Manifesto (I reviewed it here), explains the book’s main lessons in the following video.
- A lot of new ETFs are being introduced based on academic research of prominent professors. This article in The Wall Street Journal warns that investing strategies that look good in paper may not work out in the real world.
- The Globe and Mail reported that the the CRA is going after 170,000 Canadians who participated in charitable tax shelters. There is good news though. The number of Canadians participating in these tax shelters is dropping.
- Larry MacDonald introduces us to an investor who achieved early retirement through long-term dividend investing.
- Canadian Couch Potato says that the Mackenzie report that found U.S. and Canadian MERs comparable completely misses the point. U.S. DIY investors have a range of options that we here can only dream about.
- Financial Highway featured a guest post on how to handle a tax audit by the CRA.
- Michael James expressed skepticism on a survey that found six in ten Canadians would be in financial trouble if they missed their pay by just one week.
- Million Dollar Journey featured a guest post on credit risks in corporate bonds.
- Ever wondered if a home renovation will add to your home’s value? Money Smarts Blog has a few ideas about what to consider when trying to determine the value of a house renovation.
- Canadian Financial Stuff on his ongoing saga of trying to withdraw money from a RESP.
- My Own Advisor grapples with how much foreign content to add to a portfolio.
- If interest rates spike, some bonds will lose value. The Financial Blogger has some tips for avoiding a bond bust.
I’m unable to highlight all the articles worth checking out in my weekly round up but you can check them out through my Twitter feed. Have a great weekend everyone!









