Posts Tagged ‘mutual fund’

There is one investment strategy that is so simple, it could be the recommended strategy for a book called The Idiot’s Rules for Investing. Many readers will be wishing their advisors had delivered results that were this good. In a nutshell, the...

For years I’ve been hearing from individual investors and financial advisors who are disappointed with their meagre long-term performance.  This jibes with calculations I completed four years ago, which showed that Canadian mutual fund...

Advisor.ca reported on my talk at the Strategy Institute Mutual Fund Point-of-Sale (POS) Summit.  The panel in which I participated focused on Product Arbitrage – the situation that results when similar products are not treated the same by...