BMO’s ‘new retirement’ got old

Years ago, I helped design & program a pretty innovative online retirement savings calculator for Bank of Montreal/Nesbitt Burns. It was unique in that it was based on the idea (and research) that retirement will become more progressive: you won’t…

ETF investing forever: I don’t buy it.

There are a hundred good reasons why so much of the retail investor market has turned overwhelmingly to ETFs and index funds, eschewing managed mutual funds and old-fashioned stock-picking. Statistically, there is a lot of evidence that it’s the ‘…

Freaks, Familiars and Cheats

A long read, but interesting in the context of advisors and money managers – be unexpected, but still approachable, and don’t cheat: http://bit.ly/S7Pvr1 (credit: Wajahat Mahmood)