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Frugal Headlines powered by

 05/15   David Mitchell on tax avoidanceFun 
 05/04   To hedge, or not to hedgeHallett 
 05/02   Lifting the hood on low-volatility ETFsHallett 
 04/21   What's scary about mortgages in CanadaReal Estate 
 04/11   Benjamin Graham and index fundsGraham 
 04/04   How I was almost suckered into a pyramid schemeCrime 

Frugal News

David Mitchell on tax avoidance
05/15/15   11:19 PM ESTFun
"Comedian David Mitchell on talks about tax avoidance."
More Fun: Daylight saving time
A mock economics talk

To hedge, or not to hedge
05/04/15   3:31 PM ESTHallett
"ETFs provide many options for hedging, but you need to ask whether or not this is necessary for your clients"
More Hallett: Lifting the hood on low-volatility ETFs
Prepare for the bear

Lifting the hood on low-volatility ETFs
05/02/15   4:38 PM ESTHallett
"These ETFs are designed to smooth the ride for risk-adverse clients, but take the time to understand the strategy"
More Hallett: Prepare for the bear
Investors should take a pass

What's scary about mortgages in Canada
04/21/15   3:49 PM ESTReal Estate
"if real estate disappoints and/or interest rates swell, just when it comes time to renew your mortgage in three to five years, well, I guess these 1.8 million Canadian families will learn what it's like to run their house like a hedge fund."
More Real Estate: Sell Oakville, buy Windsor
Why Canada isn't immune

Benjamin Graham and index funds
04/11/15   8:32 PM ESTGraham
"Benjamin Graham also believed in index funds, as his own statements show."
More Graham: Net Nets in London
12 things I've learned from Graham

How I was almost suckered into a pyramid scheme
04/04/15   7:22 PM ESTCrime
"This got me thinking. What makes people like this so effective? How is it that smart people routinely lose their life savings to hucksters? How can we identify their strategies in advance so that we don't fall into these traps? While I don't have all the answers, the presenter at this event used many classic emotional-manipulation techniques discussed by Robert Cialdini in his book, Influence"
More Crime: No, that's not the IRS calling. Just hang up.
Ways investors can avoid being duped

How Chicago used financial engineering
04/04/15   7:13 PM ESTGovernment
"Unsurprisingly, some of Chicago's bonds are already trading at junk levels. That said, the rating agencies and most other market participants still appear to be light years away from understanding the true scope of Chicago's financial problems. The city has a very - well, let's just call it unconventional - approach to borrowing money and probably should not be considered investment grade."
More Government: Red tape is strangling good samaritans
John Oliver: The Lottery

A liberal heretic contradicts Piketty
03/28/15   7:10 PM ESTEconomics
"Despite Rose's pedigree and his meticulous, thoughtful studies pointing out that the supposed stasis in living standards for the poor and middle class doesn't hold up, a contrary narrative has taken root in the media and few dare to contradict it."
More Economics: Why the high street is overdosing on caffeine

How fees, taxes, and inflation impact returns
03/20/15   11:52 PM ESTStingy Investing
"It is vitally important for investors to reduce, where possible and legal, investment-related fees and taxes. Those who don't might wind up taking all the risk and getting very little in the way of real returns." [video]
More Stingy Investing: Consistently beating the market is overrated
Problems with the Dow

Consistently beating the market is overrated
03/20/15   11:51 PM ESTStingy Investing
"If some index fund proponents are to be believed, the only good active strategy is one that consistently outperforms the market. Or, at least, on some days it seems that way."
More Stingy Investing: Problems with the Dow
3 Stingy Stocks for 2015

Advisors behaving badly
03/20/15   11:49 PM ESTFunds
"Investors should similarly watch out for advisors changing firms or recommending moving portfolios to segregated funds or other DSC mutual funds that may trigger a new set of commissions. (New DSC purchases will also have you pay a fee to exit the funds within the next 6-7 years.)"
More Funds: Cliff Asness interview
No new bets in 80 years

No, that's not the IRS calling. Just hang up.
03/20/15   11:47 PM ESTCrime
"Phone calls by fraud artists posing as Internal Revenue Service employees and demanding money have surged in recent months"
More Crime: Ways investors can avoid being duped
The FBI pump-and-dump scam

Problems with the Dow
03/20/15   11:39 PM ESTStingy Investing
"My main beef isn't with Apple but with the Dow itself. While I don't want to see the average fade away entirely, it should be retired and replaced with a more diversified index such as the S&P 500 for most purposes."
More Stingy Investing: 3 Stingy Stocks for 2015
3 Graham Stocks for 2015

Sequoia Fund 2014 report
03/14/15   3:56 PM ESTValue Investing
"One reason we think the trend could have legs is that markets continue to grow more efficient. Our colleague Greg Alexander likes to say 'the Index is a lot better than it used to be.' U.S. corporate managements are generally competent and focused on creating shareholder value. There are not a lot of mutts left in the kennel, so to speak, so winning the dog show is harder."
More Value Investing: Tobias Carlisle interview
Piotroski Score Backtest Part 2

TFSA criticisms miss key points
03/14/15   3:45 PM ESTTaxes
"The TFSA isn't just a popular savings instrument among Canadians, especially for many middle-income Canadians facing retirement. It is also an economic tool, generating economic growth, jobs - and ultimately government revenues. Anyone examining the 'costs' of TFSAs must also look at the benefits."
More Taxes: Leave the TFSA alone
Claiming a loss

Leave the TFSA alone
03/07/15   7:26 PM ESTTaxes
"On the surface both reports appear to address the merits of doubling TFSA limits, but a closer reading suggests they are really criticizing the TFSA as we now know it"
More Taxes: Claiming a loss
Give to charity and get back

Hunting for value in the stock market
03/01/15   6:50 PM ESTStingy Investing
I was very pleased to give a talk to the friendly folk at a Canadian MoneySaver conference this weekend. Here's a copy of the slides that were used. (I'd also like to thank everyone who gave me feedback on them!)
More Stingy Investing: Learn from Buffett
Testing the Dogs of the TSX

Cliff Asness interview
03/01/15   6:47 PM ESTFunds
"In a far-ranging 90 minute conversation, we discuss everything from value to momentum to the small cap effect. We also discuss the Efficient Market Hypothesis, how and why markets can be irrational, and what it was like to be part of the Quant Flash Crash of 2007. If you are interested in what quants actually do, be sure to check out the podcast portion when its posted."
More Funds: No new bets in 80 years
Doubling down

No new bets in 80 years
03/01/15   6:45 PM ESTFunds
"Equity investors pursuing a buy-and-hold strategy might want to check out a fund that hasn't made an original stock market bet in 80 years. The Voya Corporate Leaders Trust Fund, now run by a unit of Voya Financial Inc bought equal amounts of stock in 30 major U.S. corporations in 1935 and hasn't picked a new stock since."
More Funds: Doubling down
Index-linked notes: buyer beware

Is it time to dump market-cap weighting?
02/20/15   9:16 PM ESTIndexing
"We are not trying to say market-capitalization indexing is a bad thing, it is better than many of the alternatives out there. The problem we often see, however, is that investors do not realize how big of an allocation Canadian markets have toward a few industries."
More Indexing: Misfit stocks
Vanguard makes its move

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