Using asset allocation ETFs for your RESP
One-fund ETF portfolios can be ideal for education savings [MoneySense]
One-fund ETF portfolios can be ideal for education savings [MoneySense]
If you're a U.S. citizen in Canada, the IRS is watching you [MoneySense]
No one can say they weren't expecting it. After a long and giddy bull market that began in 2009, we finally experienced a calendar year when even balanced portfolios delivered negative returns—somethi [...]
Nick is retiring with one-third of his investments in his employer's stock. What's the best way to diversify without taking a huge tax hit? [MoneySense]
Sam wants to helps his daughter set up a TFSA. How should he get started? [MoneySense]
In our newly revised white paper, Justin Bender and I explain the hidden cost of foreign withholding taxes on US and international equity ETFs. I gave an overview of the most important points in my pr [...]
Investing decisions should always be made in the context of your overall financial plan. And although we know short-term forecasts are futile, a retirement plan needs to include some assumptions about [...]
Whenever I update the returns of my model portfolios, readers ask how the performance would have been different had they added money to the portfolios money each month. This question gets to the heart [...]
Yesterday’s federal budget included several changes that will affect investors—in the future if not immediately. Let’s look at the three most important announcements, with a focus on how they may appl [...]
No one likes to see their investments plummet in value, but it’s going to happen many times over your lifetime. If you’ve got a strategy for tax loss selling, you can make the best of the situation by [...]