Larry Bates

Blog

Blog

Mutual Fund T-Rex Scores

T-Rex Scores reveal how much of your investment return you actually get to keep and how much you lose in fees. What’s your Score? Each of us can determine our own T-Rex Score using simple assumptions that best match our circumstances.  But for... Read More

Why T-Rex?

  T-Rex Scores are the best predictor of a fund’s relative performance! T-Rex Scores aren’t the only factor to consider when choosing investments. But if you are a long term investor,  your T-Rex Score will have a significant influence on your ability to... Read More

Three Little Pigs

Subscribe via email Three Little Pigs: The Children’s Version I remember acting out the Three Little Pigs fairy tale when I was a little kid. My dad played the wolf and my sisters and I played the pigs. We all... Read More

Larry’s 2023 Perspective

Greetings to subscribers, both new and seasoned. As we begin a new year, there is some good news for investors. But let’s deal with last year first. 2022 was a rough ride for stock investors. After two very strong years,... Read More

Low Cost Investing with Larry Bates

Want to build a bigger retirement nest egg? Check out my conversation with Ellen Roseman on the Canadian Money Saver Podcast.... Read More

2022 Investing: Larry’s Perspective

2022 Investing: Larry’s Perspective I had intended to post this in January but have been very busy with my regular work and well as a special project. But I hope late is better than never. First some comments on last... Read More

The Business Society Podcast

Have a listen to my conversation with Forbes Magazine contributor Melissa Houston CPA about how you can Beat the Bank!... Read More

The Just Word Podcast

Check out my conversation with Pat Bolland about why you need to Beat the Bank!... Read More

Seven Question You Must Ask Your Advisor

What questions should you ask your advisor and how can you get the answers you need? Find the answers here.... Read More

Larry’s Top Picks for 2021

Well, 2020 was a wild year for investors! Markets will continue to bounce around but I hope the 2021 ride is not quite so bumpy. Alas, as always, we must expect the unexpected. Top Picks In both January 2019 and January 2020,... Read More

Switching from Mutual Funds to ETFs

Thinking about making the switch? My latest MoneySense article is for you!... Read More

True Fee Transparency

Canadians deserve true fee transparency. The solution is simple.   Opinion: Simple steps would help investors make more informed decisions... Read More

Are Low Rates Driving Stocks Higher?

I have mentioned previously that extremely low interest rates make stocks more valuable. Some readers have asked me to explain further. Consider the following simple example. Annette wants to invest $100,000 for a 10-year time frame. She is considering 10-year... Read More