Blog Detail
Financial Advice from Ottawa
http://ottawainvestmentadvisor.wordpress.com/
A blog about:Current market events,Behavioural finance, Academic research, how to improve your portfolio, Active vs. Passive investing,The mutual fund industry, Fees, and asset class investing
Every once in awhile, I’ll also throw in the odd comment about life here in Canada’s Capital.
Recent Posts
Some Good Advice During Bad Times
At the time of writing this article, the S&P/TSX Composite index sits at approximately 8,600 points, down almost 45% from the high point achieved in June 2008. The dramatic decline in Canadian and global stock markets has left many investors, and...
Fantastic Take on the Value of Market Pundits
Jon Stewart’s rant about the value of CNBC and their market pundits is hilarious. If nothing else, the comedic humour should bring a smile to your face during these difficult times. Jim Cramer, whom this clip takes multiple shots at, has agre...
Bond Investing: Risks and Bond Funds vs. Individual Bonds
As RSP season comes to a close, investors are looking to deploy their contributions, with many preferring the relative safety of bonds and money market securities vs. the equity markets. Yesterday Greg Hebert and I discussed some of the risks associ...
Buyer Beware: Tax Gifting Arrangements
Tax avoidance schemes are most definitely a case of buyer beware. The Canada Revenue Agency (CRA) recently posted this warning on their website: “Warning: Canada Revenue Agency has denied over $2.5 billion in tax shelter gifting arrangement ...
Do Most Canadian Equity Funds Beat the TSX?
As you’ve probably gathered from my previous postings, I and PWL believe that asset class exposure and not active stock picking explains the vast majority of investment portfolio returns. This belief is based on academic research and is a ma...
Some Excellent Thoughts from Michael Lewis
Michael Lewis is a journalist and best-selling author whose notable books include: Liar’s Poker, Moneyball and Blind Side: Evolution of a Game. Based on his experiences as former Salomon Brothers bond trader, Michael’s writing provides a fasc...

