US and Canadian stock markets have hit new highs. What is an investor to do? While choppy and volatile markets can cause investor paralysis, so can robust markets. My moves? I’ve started to trim some of our US stocks. I’ve added some US bonds to help protect our US stock assets. It seems that investors […]
Why have Canadians given the Robo Advisor the cold shoulder?
Will Canadians ever embrace the Robo Advisors in a meaningful way? While the growth rates are impressive the total assets under management is disappointing. The Robo option might be ‘the answer’ for the majority of Canadians but it has failed to attract considerable assets. There is several billion dollars invested in the Canadian Robo Advisors. […]
The ever-changing Canadian ETF landscape, and Weekend Reads.
It was a more than robust week in the land of Canadian ETFs. And the Canadian digital wealth managers continue to evolve and grow. Yes we had some ‘consolidation’ in the Canadian Robo Advisor space. Planswell shut its doors laying off nearly 60 employees. In you are a Globe and Mail subscriber you can read […]
Financial literacy. Know how to spot investment sharks.
November is financial literacy month in Canada. At the core of financial literacy is developing an awareness of sensible budgeting, saving, insurance and investment practices. Cut The Crap Investing will certainly provide posts on those topics this month. But awareness will also mean knowing how to spot a shady sales pitch. The following is re-posted […]
The one ticket asset allocation portfolios are not double dipping.
It’s totally understandable that Canadian investors are suspicious. Many Canadians are aware that with respect to the fees charged on their investments, they’ve had the wool pulled over their eyes for many decades. So, what are the total fees charged on the asset allocation portfolios? It’s a common question, and a common misunderstanding. Rob Carrick […]
It’s Halloween, I’m going out as a Canadian mutual fund.
Yup it’s time to scare the kids. It’s Halloween. Well except in Montreal and other parts of Quebec where they’ve postponed Halloween. Be safe out there kids. But my hope is to scare the parents with my Canadian mutual fund costume. I’m still working out the details for the costume. And it’s not the mutual […]