What is direct indexing? Should you build your own index?
If you’re wealthy enough to be retired or semi-retired, you’re probably well positioned to consider a hybrid investing strategy...
Articles By Jonathan Chevreau:
Reading the “Annual Returns of Key Asset Classes”—what it means for Canadian investors
Our Retired Money columnist talks of the importance and lessons investors can glean from Franklin Templeton’s charts of Annual Returns of...
The 60/40 portfolio: A phoenix or a dud for retirees?
Retired or near retirement and rethinking the classic balanced asset allocation? Here’s the debate—that’s not really a debate—on the...
How might inflation impact your retirement plans?
Inflation not only affects the cost of living—it could mean your investments don’t grow the way you've hoped. Consider...
Tontines in Canada: Moving from theory to practice as a solution to our retirement crisis
You may be hearing about new products that sound like tontines, even if they’re not called tontines. Here’s why....
Delaying CPP and OAS to age 70: Is it worth the wait?
The longer you wait to use CPP and OAS, the more you could earn monthly. But with the recent...
Does it make sense to retire when we’re still in a pandemic?
The COVID-19 pandemic has been life-changing for those over 60, and not just because of the risk of illness....
Making sense of the markets this week: July 3
The worst first-half results for both stocks and bonds in decades makes the case for not obsessing over your...
Rising rates are good news for near-retirees seeking longevity insurance
Annuities are getting more attractive, so is it time to inch in as rates rise further?