Am I protected if my brokerage goes bankrupt?
There are many risks in investing, but the odds of losing your money as a result of your brokerage going bankrupt are extremely low. [MoneySense]
How much of my investments should be in gold?
While the yellow metal can lower your volatility, it will probably also reduce your expected return. [MoneySense]
Podcast 15: The Value of Simple
The latest episode of the Canadian Couch Potato podcast focuses on the relationship between cost and complexity in your investment plan. You can often lower fees in your portfolio with a few simple ch [...]
Why Jane shouldn’t cash out on stock crash fears
Modest corrections are going to happen many times during your retirement, and you don’t want to be worrying about every one of them. [MoneySense]
How to transfer from an RRSP to a TFSA — and why you shouldn’t
Transferring a holdings from an RRSP would be considered a withdrawal and would be fully taxable as income. [MoneySense]
Amid market volatility, GICs can provide a much-needed refuge
GICs have a place in almost any balanced portfolio, where they can be a complement to bonds. [Globe and Mail]
Vanguard’s One-Fund Solution
It was one of the great mysteries in the Canadian fund market: why had no one created an ETF version of the balanced index mutual fund? These days you can find ETFs focusing on just about every sub-se [...]
Ask the Spud: Should I Use Dollar-Cost Averaging?
In my latest podcast, I addressed a common question from both readers and clients: “If I have a large sum of cash to invest, is it better to put it into the market all at once, or invest it gradually [...]
Can I claim capital losses from a stock in my RRSP to reduce taxes?
Some tax-saving strategies are just wishful thinking, and this is one of them. [MoneySense]
Podcast 14: Make Millions in Bitcoin (Not Really)
My first podcast of 2018 is now live: This episode’s interview features Shannon Lee Simmons, a refreshing young voice in financial planning. At the age of just 25, Shannon quit her job with a large in [...]
