Sustainable Investing Part 1: A Sustainable Overview

The story of what happened to tens of millions of dollars deposited with the QuadrigaCX cryptocurrency exchange is as modern as the latest thinking in cyber-security. But why 115,000 clients would hand over their savings to Quadriga is as old as human folly.

Life insurance protects your human capital. While human capital is not normally included in your net worth statement, it’s still a big asset. Protecting that asset is important. If you don’t have enough assets to cover those potential expenses, life insurance is a tool to protect your loved ones and ensure their standard of living doesn’t fall significantly if you passed away.

The insurance industry makes it very easy for us to separate ourselves from our money. If you’re not careful, you can easily find yourself with far more of the wrong type of insurance than you need. If it’s any consolation though, you will have made your insurance broker really happy.

In the last installment of my “Understanding ETFs” series, we toured the U.S. equity ETF landscape, covering solutions you can use to diversify your portfolio’s domestic stock allocation. Today, let’s head overseas, to explore how to further diversify your global portfolio by adding ETFs from other developed markets around the globe.

Today, let’s take on another variation on the theme of collecting your pension. What if you want to keep earning money into retirement? The bonus income might be sweet … but the results may sour on you if they end up reducing your pension benefits in nearly equal measure. How do you strike the right balance?

Today on the show we are joined by Rick Ferri. Anyone who follows or is interested in index investing will probably have read something of Rick’s. He’s written seven books, working on the eighth, and he’s written a ton online as well.

Yes, they did! In 2018, passively managed index funds once again increased their market share in the United States, rising from 35% to 37%, according to Morningstar. So, is this good or bad? Should you follow the trend?

We are very glad to welcome the mayor of Ottawa, Jim Watson, to the podcast and although we are not strictly talking about investing and our usual topics, we do think it is a great and insightful conversation that you will enjoy, no matter where you are from.

This is Episode 32 of the Rational Reminder Podcast, with Cameron Passmore and Benjamin Felix.

In recent weeks, there have been many tributes to John Bogle, the founder of the Vanguard Group and the pioneer of index funds, who died last month at the age of 89.