Friday, July 18, 2014

Short Takes: New Advisor Disclosure Rules, Investment Fee Questions, and more

Here are my posts for this week:

Does the Value Premium Exist?

The Glass Ceiling

Here are some short takes and some weekend reading:

Preet Banerjee explains new disclosure rules for financial advisors that will come into force in 2016 including dollar amounts of fees. He predicts that Canadians will be “shocked” at how much their investment advice costs. I hope so.

Tom Bradley at Steadyhand answers a list of questions about investment fees. Investors would do well to get their own advisors to answer this list of questions.

Big Cajun Man reviews William Bernstein’s short but very good book If You Can.

Million Dollar Journey says you should think twice before getting a mortgage with one of the big banks.

My Own Advisor is a fan of staycations. I like to spend some vacation time around home in the summer, but once it gets cold, I like to travel somewhere warm.


  1. Thanks for the inclusion, if you don't have the half hour to read that booklet, you are hopeless.

  2. I'm with you Michael for warmer vacations in the winter. I need to save some money first :)

    Have a great weekend, and thanks for the inclusion Michael.