Ottawa Financial Advisor
Blog URL http://ottawainvestmentadvisor.wordpress.com
Located Ottawa, Ontario Canada
Tags Investing, Stock Index, ETFs, Financial Advisor, Asset Allocation, Stock Market, Portfolio Management, Behavioural Finance
A blog dedicated to sharing information about investing, the investment industry and financial markets. From time to time, I also throw in the odd post about my life in Ottawa.
Latest Blog Posts
- Some Good Advice During Bad Times on Mar 31, 2009 in Asset Class Investing Behavioural Finance Income Taxes Indexing Investing Investment Strategy Stock Market Stock Market Bubbles tax Andrew Baechler Financial Planning Investment Advisor Ottawa Investor Emotions Ottawa Investment Advisor Ottawa Wealth Management Portfolio Taxes PWL Capital
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 on Mar 11, 2009 in Asset Class Investing Indexing Investing cnbc daily show djia dow jones jim cramer jon stewart market pundits stanford
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 on Feb 27, 2009 in Investing Investment Strategy Mutual Funds Andrew Baechler Bond Investing Business at Night CFA Ottawa Index Funds Ottawa CFA Ottawa Investment Advisor PWL Ottawa
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 on Feb 25, 2009 in Income Taxes Ottawa Investment Advisor Andrew Baechler CFA Ottawa Canada Revenue Agency Tax Credits CRA
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? on Feb 4, 2009 in Asset Class Investing Fees Index Funds Indexing Investing Mutual Funds Stock Market Canadian Stock Market ETFs Index Investing investment advisor Investor Behaviour Market Returns Ottawa Wealth Management Passive vs. Active Investing Portfolio Management PWL Capital SPIVA Tax Efficiency
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 on Feb 3, 2009 in Investing Investment Strategy Stock Market Andrew Baechler Canadian Stock Market Common Sense Investing investment advisor Investor Attitude Investor Behaviour Investor Emotions Ottawa Financial Advisor Ottawa Investing Ottawa Portfolio Management Ottawa Stock Market Proper Approach to Investing
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...
- The Risks of Going Riskless on Jan 26, 2009 in Asset Class Investing Behavioural Finance General Indexing Investing Stock Market Stock Market Bubbles Andrew Baechler buying high and selling low fear and greed how to invest inflation risk longevity risk market risk Ottawa Financial Advi
As negative news about the global markets compounds, many investors are contemplating reducing or eliminating the equity holdings in their portfolio. While this strategy will eliminate the equity market risk in their portfolio, the decision carries o...
