The sequence of returns risk is a mathematical risk that is caused by cashflow and magnified by volatility. It peaks as we approach and shortly after we’ve arrived at our financial destination.
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Category: Featured Posts
Volatility and Its Risk To Your Portfolio – Part 1
Managing risk is a key component of successful investing. There is investment risk that we try to mitigate through diversification.[…]
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Tracking Difference: Hidden Cost of ETF Investing or Nothingburger?
I am a proponent of passive index ETF investing. Historical performance supports that view with most active managers trailing the[…]
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Corporate Class Swap ETF Tax Calculator
If further passive income shrinks your SBD faster than a dip in a cold lake, the corporate class ETFs have a major advantage compared to conventional income-generating ones.
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Loonie Doctor: Year Two In Review
The Loonie Doctor Blog is now wrapping up its second full year of helping Canadian high-income professionals to not get[…]
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Swap ETF Evolution To Corporate Class (Part 2: Rise of the Resistance)
Horizon’s Total Return Index (TRI) ETFs use a swap structure. That makes them very tax-efficient by tracking the total return[…]
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Swap ETF Evolution To Corporate Class (Part 1: Attack of the T2 Legislator)
The Horizon Total Return Index (TRI) or swap-ETFs have several benefits that I wrote about previously. The most exciting of[…]
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Rational Reminder Podcast Appearance
What do you get when you mix a loonie doctor with a couple of the most rational and evidence-driven financial[…]
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Investment Income & Taxation: Intelligent Design or Jurassic Park?
In a previous post, I discussed how to assess your risk tolerance and then use that to choose the asset[…]
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Can You Benefit From The Loosened GRIP on CCPC Passive Income Tax?
The Federal government changed the rules in 2018 to limit the small business deduction (SBD) for Canadian Controlled Private Corporations[…]
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