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Articles By Larry Bates:

Investing

Switching from mutual funds to ETFs

Switching from mutual funds to ETFs
At a coffee shop, a man sits back at his computer, looking impressed with himself.

Investing

Lessons learned by DIY investors

Investors share how low-cost investments helped them gain confidence, make better investment decisions and learn more and more.

Lessons learned by DIY investors
A man sits at his desk, making notes on paper as he reads about his investment accounts online

Investing

What it’s like to transfer your account to lower-cost investing

Real investors share their experiences on transferring investing accounts from major banks and firms to DIY investing platforms.

What it’s like to transfer your account to lower-cost investing
Man is smiling at his computer, as he takes notes of the money he would like to save on his new investing strategy

Investing

Switching to lower-cost investing

Would you like to build a larger, more sustainable nest egg without taking more market risk?

Switching to lower-cost investing
Canadian investor trying to manage stress with investing.

Investing

How to cultivate the right mindset for investing success

These tips will help you ride out short-term downturns (and there will be downturns), so that you can appreciate...

How to cultivate the right mindset for investing success
man sitting at laptop looking pensive

Investing

7 Questions to ask your financial advisor

…and how to get the answers you deserve!

7 Questions to ask your financial advisor

Investing

Using The Wealth Formula to boost investment success

Understanding the six forces that affect how your money grows, and how they may pull you and your money...

Using The Wealth Formula to boost investment success

Investing

Opinion: Simple steps would help investors make more informed decisions

Roughly half of Canadian investors aren't even aware they are paying fees. The Canadian Securities Administrators could easily change...

Opinion: Simple steps would help investors make more informed decisions

Investing

How to make your retirement savings go farther and last longer

Given Canadians’ increased longevity and relatively large portfolios, a modest increase in your investment rate of return during retirement...

How to make your retirement savings go farther and last longer