KeatsConnelly Cross-Border Weekly Best of the Web 2016-1-8

web-search-greyEvery week we share news stories, blog articles and other interesting stuff from around the web that received the most views, shares, comments and overall interest on various KeatsConnelly social media outlets.

This week we highlight somewhat more technical articles than normal. The first article from Morningstar highlights an important issue to understand when selecting a financial planner. The second article reviews a common investment management practice and how what on the surface might appear negative could actually be positive.

All Financial Advice Is Conflicted ( – That headline is not strictly correct. It should read, “Why Most Financial Advice, in Most Cases, Has Conflicts That You May Not Recognize.” But on this day, permit me a bit of exaggeration. Compared with the tale of Santa Claus, my title is a model of truthfulness…

How Portfolio Rebalancing Usually Reduces Long-Term Returns (But Is Good Risk Management Anyway) ( – The conventional view of portfolio rebalancing is that it is a strategy to enhance long-term returns by periodically selling the investments that are up (and overweighted) to buy those that are down (and underweighted), in the process of realigning the portfolio to its original target allocation…

Come back in next week for more interesting news and articles. Enjoy your weekend!

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Now available in its 11th edition, The Border Guide has sold over 80,000 copies and is considered the definitive cross-border financial tool for Canadians living, working and investing in the United States.
A Canadian's Best Tax Haven
This book will show you how to realize your dream of living a lifestyle in a climate that allows for year-round golfing and sandy beaches while lowering your taxes and cost of living.
Taxation of Canadians in America
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Taxation of Americans in Canada
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