Advanced Investing Archives

Making The Most of Market Corrections

March 14, 2025 The Loonie Doctor Advanced Investing, Investing Basics

Learn the anatomy of market corrections and bear markets. The best actions to take in response to them and why.

HBB vs ZDB Bond ETF in a Taxable Account

February 7, 2025 The Loonie Doctor Advanced Investing, Corp Class Personal

The corp class HBB and ZDB discount bond ETFs offer improved tax efficiency for similar portfolio stabilization. Learn more about the potential risk & benefit.

HXEM vs XEC or ZEM ETF in a Personal Taxable Account

January 31, 2025 The Loonie Doctor Advanced Investing, Corp Class Personal

Emerging market ETFs may add diversification. How does the tax efficiency of HXEM compare to the XEC VEE & ZEM ETFs.

HXDM vs XEF VIU or ZEA ETFs in a Personal Taxable Account

January 24, 2025 The Loonie Doctor Advanced Investing, Corp Class Personal

HXDM is an ETF to cover international developed markets using a swap-based corporate class structure. How does that compare to XEF VIU or ZEA?

HXS ETF & The HULC vs Conventional S&P 500 ETFs in a Taxable Account

January 17, 2025 The Loonie Doctor Advanced Investing, Corp Class Personal

HXS & HULC are corporate class ETFs. Learn how the costs, tax savings, and potential risks look in a taxable investment account.

HXCN vs ZCN in a Personal Taxable Account

January 10, 2025 The Loonie Doctor Advanced Investing, Corp Class Personal

Global X’s HXCN corporate class ETF may have tax efficiency advantages in a personal taxable account. However, it is not a slam dunk. Explore potential risk/benefit.

HEQT’s Upcoming Massive Phantom Distribution

December 20, 2024 The Loonie Doctor Advanced Investing

Global X’s HEQT ETF is about to have a massive phantom distribution. Sounds spooky and there are tax consequences. Can you avoid it? Should you?

Beyond Dogma: Mutual Funds vs ETFs

December 6, 2024 The Loonie Doctor Advanced Investing, Investing Basics

A common refrain is “Mutual funds bad. ETFs good.” It is actually much more nuanced than that. Learn how they differ and how to choose a fund type that suits your goals.

Transferring to DIY Investing: Capital Gains Tax vs Fee-Savings

November 8, 2024 The Loonie Doctor Advanced Investing, Investing Basics

Breaking up with a financial advisor can be hard. Even when it is the right decision. Learn about some of the common deterrents, like taxes, and whether they actually matter.