The Index House

The Index House The Index House is a Private Counsel portfolio management firm focused on good consumer and investor Perhaps you feel the investment industry has let you down.

Your Portfolio Is Broken: Who's to Blame and How to Fix It is intended to help frustrated investors identify problems with traditional approaches to investing and to offer a modern, simpler solution. If you're an investor, chances are you feel frustrated…maybe a little afraid. How many "attractive" mutual funds, "promising" stock recommendations, and "good ideas" have you sampled from bankers, bro

kers, and TV big-talkers? After all of your effort and all the recommendations from all the people who are supposed to know…what did you really get, besides frustrated? The investment industry sells products and predictions. Investment professionals present themselves as faster and smarter investors whose acumen will generate market-beating results for investors. Your Portfolio Is Broken: Who's to Blame and How to Fix It calmly debunks the claims of the investment industry. In fact, beating the market is rare, and an emphasis on good consumer and investor practices – controlling what you can control – is more effective in addressing the issues causing poor portfolio performance versus more products or more predictions. Now is the time for a change. After 13 years of debate, Canadian security regulators have begun a multi year rollout of reforms specifically aimed at correcting the knowledge imbalance between investors and the industry after repeated surveys showed that Canadians did not know how much their investments cost or how their advisor is compensated. The first of these reforms, effective July 15, 2013 requires "Enhanced Disclosure" to new investors. Further reforms are scheduled for 2014, 2015, and 2016. Chris Turnbull is a portfolio manager at The Index House, a private counsel portfolio management firm. Chris gives presentations regularly on aspects of the prudent investor rule and good consumer and investor practices. The Index House aims to simplify the investment process such that clients make better decisions and get better results. The Index House provides a sensible and modern alternative to the investment services offered by large banks, brokerage firms and mutual fund companies.

12/29/2020

Former dealing rep misappropriated more than $27,000 from two clients and two individuals

Investors should avoid using levered and inverse Exchange Traded Products (ETP) as investment instruments. The authors s...
12/02/2020

Investors should avoid using levered and inverse Exchange Traded Products (ETP) as investment instruments. The authors state that “levered and inverse ETPs are not effective hedging instruments for any holding period greater than one day.” These instruments are unstable, and even under perfect theoretical conditions, the demise of such funds is predictable.

This is a summary of “Levered and Inverse Exchange-Traded Products: Blessing or Curse?” by Colby J. Pessina and Robert E. Whaley, published in the First Quarter 2021 issue of the Financial Analysts Journal.

RBC DS
09/04/2020

RBC DS

A former investment adviser from Red Deer has agreed to a $500,000 fine after admitting he solicited nearly $700,000 from clients for “attractive investment opportunities” but put the money directly into his own bank account.

01/21/2020

KWB Accountants & Advisors helps simplify your accounting, improve your profit, & achieve your goals.

Consolidation leads to organization! That’s less duplication, less administration AND fewer fees.
10/25/2019

Consolidation leads to organization! That’s less duplication, less administration AND fewer fees.

Having multiple retirement savings accounts can make it tough to monitor all of your investments, and may be costing you more than you realize.

Using income and selling some capital to create a retirement income is simple and it allows a portfolio to remain divers...
07/02/2019

Using income and selling some capital to create a retirement income is simple and it allows a portfolio to remain diversified and avoid concentration in just high divided payers. In fact you keep the same diversified portfolio pre and post retirement. It's called the Total Return Approach.

The short answer is yes—but just because you need cash flow from your portfolio doesn’t mean you need to load up on dividend-paying stocks.

06/25/2019

The short answer is yes—but just because you need cash flow from your portfolio doesn’t mean you need to load up on dividend-paying stocks.

06/17/2019

OK, perhaps one of the main reasons why most Canadians are still stuck in high fee mutual funds is because they don’t understand the concept of index investing, and how and why it is superior…

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2020, 10060 Jasper Avenue
Edmonton, AB
T5J3R8

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+17806654921

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