Category Archive: Globe and Mail

Jul 19 2014

avatar

Retired Couple Lives Footloose And Fancy Free With Index Funds

lake-chapala-mexico

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 …

Continue reading »

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

May 14 2014

avatar

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

avatar

Mutual Fund Company Claims to Beat The Market

desperate

  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

avatar

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

avatar

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 …

Continue reading »

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

Feb 27 2014

avatar

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

chilled

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 …

Continue reading »

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

Feb 07 2014

avatar

How Do Fidelity’s Mutual Funds Stack Up?

Financial companies get a bit testy when I compare their mutual funds with indexes (if my email inbox is any indication).   But it’s still worth publishing such data for Canada’s national paper.   You can read my article here

Permanent link to this article: http://andrewhallam.com/2014/02/how-do-fidelitys-managed-mutual-funds-stack-up/

Jan 29 2014

avatar

Putting Canadian Mutual Funds To The Test

Thomas Edison was dubbed a wizard when he created the electric light bulb. The Wright Brothers became American icons when they flew the first airplane. But when John Bogle created the first index fund in 1975, it was labelled Bogle’s folly. That a passive collection of stocks could outperform most professional money managers was considered …

Continue reading »

Permanent link to this article: http://andrewhallam.com/2014/01/putting-canadian-mutual-funds-to-the-test/

Older posts «