Category Archive: Globe and Mail

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?

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 …

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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/

Feb 07 2014

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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

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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 …

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

Jan 07 2014

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My Wish List For New Canadian Indexing Products

While Christmas has come and gone, I hope Canadians will have a few more indexing options in 2014.   Here’s my wish list, published in the Globe and Mail: Read My Article

Permanent link to this article: http://andrewhallam.com/2014/01/my-wish-list-for-new-canadian-indexing-products/

Jan 07 2014

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A 3 Step Plan For Turning Your Child Into a Saver

If you’re based in Canada and would like your kids to start investing, my recent article in the Globe and Mail might help: Read My Article

Permanent link to this article: http://andrewhallam.com/2014/01/a-3-step-plan-for-turning-your-child-into-a-saver/

Jan 07 2014

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Like F1 Race Cars, High Dividend Yielding Indexes Have Evolved

High dividend yielding indexes can be much better than trying to pick your own dividend paying stocks.   I discuss this for the Globe and Mail: Read My Article

Permanent link to this article: http://andrewhallam.com/2014/01/like-f1-race-cars-high-dividend-yielding-indexes-have-evolved/

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