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Financial Independence

Columns

The only free lunch in cutting risk

Investing is rarely about making an all-in bet on just GICs or aggressive stock funds.

The only free lunch in cutting risk

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ETFs and mutual funds will co-exist for some time yet

It's not an either/or issue between ETFs and mutual funds.

ETFs and mutual funds will co-exist for some time yet

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Cautious value funds building cash

Five years after the 2008 crash, it’s happy days again for the stock market. So why is Patient Capital’s...

Cautious value funds building cash

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TFSA: Our number-one tax shelter

Investing in a Tax-Free Savings Account should be a priority for most Canadians.

TFSA: Our number-one tax shelter

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Even without “Big CPP,” government is doing plenty on retirement savings

Much gnashing of teeth today over the federal government’s decision not to play ball with PEI and Ontario over...

Even without “Big CPP,” government is doing plenty on retirement savings

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Lower expected returns mean saving more — or retiring later

A C.D. Howe Institute paper says a balanced portfolio has an expected return of 2.7% after inflation

Lower expected returns mean saving more — or retiring later

Bonds

Saving too much? Nice problem to have!

A new report suggests some Americans are saving too much for retirement.

Saving too much? Nice problem to have!

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Time for rebalancing and tax-loss selling

'Tis the season to re-jig your portfolio and offset your capitals gains.

Time for rebalancing and tax-loss selling

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Morningstar’s 2013 CIA winners

Annual awards recognize best mutual funds, ETFs, professionals and brokerages in Canada.

Morningstar’s 2013 CIA winners

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