Category Archive: Globe and Mail

Aug 20 2014

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How to deal with an uncertain market: Diversify, relax, rebalance, repeat

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The U.S. stock market has risen 47 per cent in less than two years. The international market is up more than 33 per cent and the Canadian index has risen about 25 per cent. If you’re adding money to the markets, you should be disappointed. I am.

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Permanent link to this article: http://andrewhallam.com/2014/08/how-to-deal-with-an-uncertain-market-diversify-relax-rebalance-repeat/

Aug 09 2014

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Unusual index fund company avoids typical tactics

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Six years ago, Montreal-based financial adviser Sonny Wadera packed his bags for Texas. He wasn’t giving up on the investment business for a stake in a Lone Star oil operation. He was simply going back to school for a couple of days.

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Permanent link to this article: http://andrewhallam.com/2014/08/unusual-index-fund-company-avoids-typical-tactics/

Jul 19 2014

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Retired Couple Lives Footloose And Fancy Free With Index Funds

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I spoke with an inspiring couple that retired nearly a quarter of a century ago….when they were just 38 years old. If you struck up a midweek conversation with Billy and Akaisha Kaderli, you might peg them as early retirees. And you would be right. The energetic 61-year-olds share the glow of a couple freed …

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Permanent link to this article: http://andrewhallam.com/2014/07/retired-couple-lives-footloose-and-fancy-free-with-index-funds/

May 14 2014

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Are Portfolios of Index Funds Risky?

Are Portfolios of Index Funds Risky? To find out, check out my latest article in the Globe and Mail: Click here

Permanent link to this article: http://andrewhallam.com/2014/05/are-portfolios-of-index-funds-risky/

Apr 30 2014

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Mutual Fund Company Claims to Beat The Market

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  Image courtesy of pixabay.com Perhaps in desperation, this Canadian mutual fund company advertised that its funds can beat the market.  When such claims are proven false, however, it can be rather embarrassing. Read the truth in my latest Globe and Mail column

Permanent link to this article: http://andrewhallam.com/2014/04/mutual-fund-company-claims-to-beat-the-market/

Apr 06 2014

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Manulife’s Funds Versus Index Funds

I’m continuing my Globe and Mail series, comparing Canada’s actively managed fund companies’ products versus inexpensive index funds.   Based on personal emails, I’m popular among regular people.   But Canada’s mutual fund companies see me as a mirage wrecker.   I’m happy to be making friends where I should … Read More  

Permanent link to this article: http://andrewhallam.com/2014/04/manulifes-funds-versus-index-funds/

Mar 12 2014

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The Surprising Truth About CIBC’s Best Mutual Funds

It’s easy to imagine CIBC’s financial advisors recommending their firm’s actively managed funds.  They charge higher fees than their indexed, passively managed products.  Higher fund costs are better for banks, but not for investors.  That said, CIBC’s standard indexes are expensive, carrying costs exceeding 1% each year. Does this mean they underperform CIBC’s actively managed …

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Permanent link to this article: http://andrewhallam.com/2014/03/the-surprising-truth-about-cibcs-best-mutual-funds/

Feb 27 2014

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How Do TD’s Mutual Funds Stack Up Against Its Index Funds?

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Image courtesy of pixabay.com Quirky imagery works well when explaining concepts to kids. Based on my experience as a high school personal finance teacher, the more ridiculous the better. So, what do index fund managers do all day? They work from hammocks like chilled hippies – if you ask my students… To read more, check …

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Permanent link to this article: http://andrewhallam.com/2014/02/how-do-tds-mutual-funds-stack-up-against-its-index-funds/

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