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Updated by Sandi Martin on Oct 27, 2018
Headline for Canadian Personal Finance News | September 2016
Sandi Martin Sandi Martin
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Canadian Personal Finance News | September 2016

September's list of the best Canadian personal finance news, articles, and blog posts from around the internet, expertly curated for interest and relevance. You can follow this list right here in, by following me on Twitter (@sandimartinspf), or by signing up for Spring in your inbox here:


A Pressure Release Valve For Your Portfolio | Ben Carlson

"Having said all of this, rebalancing is the sort of decision that you don’t want to overthink too much. You’ll never achieve perfect optimization. The first step in creating a good plan is letting go of any thoughts that you’ll be creating a perfect plan."

The War on Stupid People | David H. Freedman

"we have embraced the idea of a meritocracy with few reservations, even treating it as virtuous. That can’t be right"

CRM2: When Disclosure Fails To Disclose | Tim Paziuk

"Before CRM2, no one in Canada could tell you how much they paid in mutual fund fees. Apparently, after CRM2, this will continue to be the case"

Wells Fargo Opened a Couple Million Fake Accounts | Matt Levine

"Measurement is sort of an evil genie: It grants your wishes, but it takes them just a bit too literally"

Indexing and Valeant/Nortel | John Robertson

"Which makes it a really insidious sort of criticism because there is a nugget of truth in there. It would be better if bubbles never formed and blew up, but that’s too hard to avoid in practice"

Enemies of investment success | Fran Kinniry

"Intuition and nostalgia are enemies of your investment success"

How to Create a Succession Plan for Your Portfolio | Christine Benz

"But as do-it-yourself investors, they have no clear road map for what should happen to their portfolios if they become incapacitated or predecease their partners. Would the spouse have a precise inventory of all of the couple's assets? Would he be aware of the strategies in place to keep the whole thing up and running? Where to go for cash? How much he can safely spend each year? Or whom to turn to for financial advice?"

Sustaining retirement income in a lower-return world | Colleen Jaconetti

"But neither life nor retirement spending choices require perfection to be rewarding. A dynamic spending strategy can help you negotiate the inevitable trade-offs between spending sustainability and stability, providing you with the financial and emotional resources for a comfortable retirement."

How to manage your variable income and expenses this opera season | Chris Enns

A guide for managing the insanely variable income and expenses that come from the operatic business. Includes a FREE planning spreadsheet for opera singers. (It works for sole proprietors and variable income earners, too!)

Canadian Personal Finance News | August 2016

August''s list of the best Canadian personal finance news, articles, and blog posts from around the internet, expertly curated for interest and relevance.