I’ve been writing regularly for the Globe and Mail since 2012.
I always pasted the first paragraph on my blog, then provided a Globe and Mail link so my readers could see the rest.
The Globe and Mail pay me to write these articles–so it wasn’t fair (or legal) to paste them onto my blog in their entirety.
Roughly one month ago, the Globe and Mail’s Strategy Lab series (of which, I am one of the writers) went pay per view only.
You can still access my newspaper articles with a Globe and Mail subscription.
Here’s a recent sample.
Tuesday, Apr. 28, 2015 7:10PM EDT
In 1998, my friend Linda invested money in the Sprott Canadian Equity Fund. Between 1999 and 2006, she averaged, net of fees, about 35 per cent per year. The fund had another strong year in 2007. It dropped just over 40 per cent in 2008. But it roared back in 2009 and 2010, gaining 36 per cent and 57.6 per cent.
Monday, Apr. 20, 2015 7:21PM EDT
If value stocks were houses, they wouldn’t have much curb appeal. Their paint might be peeling. Their fences might be battered. Their roofs might have moss growing on the asphalt shingles. But value stocks are cheap when measured by price-to-earnings or price-to-book multiples. They just aren’t likely to boast the next hot tech gadget or promise a guaranteed cure for hair loss. So they don’t usually gush with record business sales.
Wednesday, Apr. 08, 2015 6:20PM EDT
Each year, the Dalbar Research and Communications Group dishes out artillery. Financial advisers who claim investors can’t effectively build their own portfolios receive it with open arms. They use that artillery on clients who plan to jump ship – those itching to manage their own money.
Wednesday, Mar. 25, 2015 7:34PM EDT
Sunday, Mar. 22, 2015 7:23PM EDT
Many people know that index funds are cheap. That’s why they beat most actively managed funds. But not everybody wants to manage their own money. Many seek advisers to build index-fund portfolios. Among such advisers, however, philosophies clash.
On one side, there are advisers using ETFs or indexed mutual funds from firms such as Vanguard, iShares, BMO, Horizon or TD Bank. On the other side are random walkers on the road less travelled. They use the slightly more expensive Dimensional Fund Advisors (DFA) funds. DFA’s Canadian Core Equity Class (F) fund costs 0.38 per cent. By comparison, the iShares Core S&P/TSX Capped Composite Index costs 0.05 per cent. So are DFA’s funds worth the extra money?