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Where Does Your Global Stock ETF Weigh In?

By Justin Bender · October 18, 2017 - 0 comments

Before BlackRock Canada created the iShares Core MSCI All Country World ex Canada Index ETF (XAW) back in 2015, we had no decent way to test our lung capacity. Can you say the entire fund name in one breath? ETF investors also were forced to strain their mental muscles, deadlifting a combination of several US, international and emerging markets ETFs and wedging them into one unwieldy portfolio.

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Corporate Taxation: Tax Gain Harvesting – “Crazy Like a Fox” Tax Planning

By Justin Bender · October 3, 2017 - 2 comments

Following up on last week’s post, we’re not yet done exploring the wild world of capital gains taxation. Today, we’ll take a look at tax gain harvesting. Say what? Isn’t that supposed be “tax loss harvesting”? Well, that exists too, and is more familiar to most investors. Since harvesting a gain incurs taxable income, it may at first seem kind of crazy to want to voluntarily reap what you’ve sown. But if you’re a corporate investor, it can actually be a smart, “crazy like a fox” thing to do.

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Corporate Taxation: The “Eggs-act” Science of Capital Gains Taxation

By Justin Bender · September 28, 2017 - 0 comments

In past posts, when I’ve mentioned making corporate investments to better feather your company nest, I’ve suggested taking a relatively conservative approach. Companies and individuals alike can get burned by flying too high in pursuit of hot stock tips. That said, a modest allocation to the stock market can make sense, lest your nest eggs ultimately yield little more than a goose egg’s worth of returns.

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A Scotia iTRADE Commission-Free ETF Portfolio Even Costanza Could Love

By Justin Bender · September 14, 2017 - 0 comments

I have a brother I love a lot … and who reminds me a lot of George Costanza. I’ll bet every family has one. If you don’t think so, look in the mirror; it’s probably you. When it comes to sniffing out deals, my real-life bro is every bit as talented as the fictional George, so I wasn’t surprised when he asked me to create a set of commission-free ETF portfolios he could implement in his Scotia iTRADE account.

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