Active or passive? Process, not politics, should drive choice of strategy

By Dan Hallett, CFA, CFP

The National Post’s Jonathan Chevreau recently asked me and a few other financial professionals how we plan to invest this year’s tax-free savings account contribution.  The way my reply was framed may have given a somewhat different impression than intended.  But it also touches on a common misconception.

The active-passive continuum

The article …

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Should you hold bonds in taxable accounts?

An investor’s asset allocation strategy refers to how money is divided across different classes of investments – i.e. stocks, bonds and cash. An asset location strategy, however, drills down a level deeper and deals with “where” or in which accounts to hold your chosen stocks, bonds and cash. Today’s bond yields might prompt some investors …

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