Retail Investor .org


Famous historical papers. Many links are broken but enough infor is provided for your own search.
CFA public ed site is actually pretty darn good. It teaches the basics beyond a 2 sentence definition that deludes into thinking you know what you are doing. But not so detailed as to discourage you.
CFA Quebec's public ed pdfs are not as good as the American's but references only Cdn stuff.
Shakespeare's site is no longer maintained, but most all the information is timeless. This is one of the first Canadian self-help sites. If that gets lost use the WayBackMachine.
Bylo Selhi's website is another of the first Canadian self-help sites.
Gummy is a third presence from 'the start'. These are all spreadsheets. I have found errors, but still they are invaluable starting point. I do not recommend the wiki or the social media site that is now hosting Gummy Stuff, though. It is dominated by an insular group (who have also been around for decades) who have pretty closed minds about the possibility they might be wrong.
Cullen Roche's site Pragmatic Capitalist This is someone you should make time for. He qualifies as one of the small number of free thinkers in the finance industry. His interesting stuff is on another site but these pages are more for beginners.
Moshe Milevsky is an academic at York U, working on the retirement issue. His work will be too dense for most readers here but some of his papers are geared to us. And you should know who he is. Although American publishers often choose to ignore him (because he is Canadian) his work often has preceeded theirs.
Investor Education Fund - pretty useless general aggregation of info. Cdn site funded by legal settlements from the Tech crash. A lot of busy-work clicking.
Wikipedia should be your source when running into terms you don't understand. Hundred's of investing pages.
KPMG Tax Planning For You and Your Family - an excellent book found in your library at section 336
50 Things for DIY Investors to Consider - a pretty good concise list of stuff to avoid, to control, to aim for.
Rate Hub Good very basic educational section on credit cards, term deposits, mortgages. Plus current comparison of products.
Path To Investing - again pretty basic general aggregation of info. - more detailed aggregation of info but on the lines of "How to make a $Million" sales pitch.
Wikipedia list of finance topics
GlobeInvestor article on US investments held by Canadians.
biz/ed section on financial ratios.
EDinformatics variety of articles
Fiscal Agents - types of investments.
REIT basics from Pimco.
Mutual Funds basics from SEC.
more on MF from SEC
Reasons to sell MF from GloveInvestor
ETF's - really really detailed - how they work, how maintained, their value, etc
Tracking error in ETFs - causes
ETFs from IndexInvestor
ETFs and ETNs from Globeinvestor
Problems with ETF
ETF providers from bylo
Commodity Index ETFs - explains differences
Problems with Bond ETFs
Individual bonds vs funds - Bogleheads
Evaluating bond funds - investopedia
Bond section from FINRA
Real Return bonds from bylo
Investing In Bonds site
Interest Rate Swaps and bond basics from PIMCO
Bond Strategies from Globeinvestor
Fixed Income Products from investmentreview
AcademicEarth This source of taped university-type lectures is excellent but not for beginners.
Bond Price and Risk Dynamics - Excellent but advanced coverage of bond pricing.
Curriculum of CFA designation
"In Your Best Interest - Guide to the Canadian Bond Market" by Hank Cunningham. Excellent , substantive book that everyone will understand. NOT your usual self-help garbage from that section of the library (332.6).
US Pink Sheet stocks