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The S&P 490

Many people assume that the S&P 500 is the actual US market. It is not. It just happens to be one of the most oft quoted proxies for the market. In fact it is quite a lop-sided proxy for it.
Here are some interesting facts sourced from Research Affiliates and Rob Arnott:

From March 2000 to March [...]

7Sep2008 | Preet | 2 comments | Continued
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The Father Of Security Analysis Eventually Gave Up On Security Analysis

According to Rob Arnott (of Fundamental Indexing fame), the man widely acknowledged as the Father of security analysis eventually came to believe that it no longer added reliable value for investors. Most people will know the name of this man to be Benjamin Graham, who along with David Dodd wrote the famous book titled simply, [...]

6Sep2008 | Preet | 0 comments | Continued
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Dimensional Fund Advisors Part IX

This article is one in a long series which I hope will help explain the ins and outs of DFA - Dimensional Fund Advisors. NOTE: This is my interpretation and explanation only. For the final word, please refer to the DFA Canada Website. To read other parts in this series, please CLICK HERE for a [...]

3Sep2008 | Preet | 8 comments | Continued
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The TFSA May Put A Dent Into Life Insurance Sales

Universal Life
Universal Life Insurance generally has two components: an insurance component and an investment component. When a UL policy is “overfunded”, it means that money over and above what is needed to pay for the insurance premiums gets deposited to the investment component which is a tax-sheltered environment as long as you stay within certain [...]

2Sep2008 | Preet | 3 comments | Continued
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Investing in Gold

It’s not uncommon for my clients to ask three things: 1) Where is oil going? 2) Where are the markets going? and 3) Where is the price of gold going? Sometimes I feel they may regard my answer as overly flippant, but my response to all three questions is “I don’t know, and anyone who [...]

1Sep2008 | Preet | 5 comments | Continued
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Dimensional Fund Advisors Part VIII

This article is one in a long series which I hope will help explain the ins and outs of DFA - Dimensional Fund Advisors. NOTE: This is my interpretation and explanation only. For the final word, please refer to the DFA Canada Website. To read other parts in this series, please CLICK HERE for a [...]

28Aug2008 | Preet | 7 comments | Continued
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Does Buy And Hold Work?

Question From A Reader
A reader has asked me to comment specifically on an article that recently appeared in The Globe and Mail titled, ‘With funds, buy and hold doesn’t always pay off’ written by Mr. Rob Carrick. You’ll probably need to read the article to put my answers in context. (I don’t really have anything [...]

26Aug2008 | Preet | 9 comments | Continued
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Dimensional Fund Advisors Part VII

This article is one in a long series which I hope will help explain the ins and outs of DFA - Dimensional Fund Advisors. NOTE: This is my interpretation and explanation only. For the final word, please refer to the DFA Canada Website. To read other parts in this series, please CLICK HERE for a [...]

25Aug2008 | Preet | 5 comments | Continued
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Visualizing Walmart’s Growth Over Five Decades

My brother sent me this link a few weeks ago and I’ve watched it about 10 times since because I’m just in awe of it. Someone took the time to graphically plot the growth of Walmart in the United States from 1965 to 2007. It takes about 5 seconds to load up once you see [...]

24Aug2008 | Preet | 1 comment | Continued
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Dimensional Fund Advisors Part VI

This article is one in a long series which I hope will help explain the ins and outs of DFA - Dimensional Fund Advisors. NOTE: This is my interpretation and explanation only. For the final word, please refer to the DFA Canada Website. To read other parts in this series, please CLICK HERE for a [...]

20Aug2008 | Preet | 5 comments | Continued
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Dimensional Fund Advisors Part V

This article is one in a long series which I hope will help explain the ins and outs of DFA - Dimensional Fund Advisors. NOTE: This is my interpretation and explanation only. For the final word, please refer to the DFA Canada Website. To read other parts in this series, please CLICK HERE for a [...]

19Aug2008 | Preet | 1 comment | Continued
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Inteview With A Professional Options Trader

I’m pleased to present the following interview I conducted with Dr. Mark Wolfinger, an expert on options trading. Mark has decades of experience as a professional options trader and has written three books on options, on top of maintaining his own blog for investors interested in learning more about option trading. My questions appear in [...]

18Aug2008 | Preet | 2 comments | Continued
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Dimensional Fund Advisors Part IV

This article is one in a long series which I hope will help explain the ins and outs of DFA - Dimensional Fund Advisors. NOTE: This is my interpretation and explanation only. For the final word, please refer to the DFA Canada Website. To read other parts in this series, please CLICK HERE for a [...]

17Aug2008 | Preet | 2 comments | Continued
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Dimensional Fund Advisors Part III

This article is one in a long series which I hope will help explain the ins and outs of DFA - Dimensional Fund Advisors. NOTE: This is my interpretation and explanation only. For the final word, please refer to the DFA Canada Website. To read other parts in this series, please CLICK HERE for a [...]

13Aug2008 | Preet | 7 comments | Continued
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The Benefits of a Professional Executor

Today is a group writing project conducted by a few blogs on the topic of estate planning. I’ve written about The Benefits of a Professional Executor today, but the following bloggers have written articles about estate planning as well please feel free to check them out:
The Quest for Four Pillars wrote: “My last will and [...]

13Aug2008 | Preet | 13 comments | Continued
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