Is it better to list a beneficiary on registered investments or have the account go to the estate?
When is it better to have beneficiaries listed on investment accounts versus leaving everything to the estate?
Mutual Funds
Making sense of the markets this week: December 4, 2022
A favourite time of year for Canadian investors with big banks reporting their earnings; and the Bank of Canada...
Making sense of the markets this week: November 27, 2022
Dale Roberts is back, and he looks at “what the heck’s been going on!”—plus Canada’s retail darling, crypto and...
Making sense of the markets this week: November 20, 2022
At least inflation is flatlining, more bad news for crypto, Algonquin loses one-third of its value in less than...
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Making sense of the markets this week: November 13, 2022
Shopify surprises to the upside, mixed earnings season for Canada’s natural resources, and it continues to be tech versus...
Making sense of the markets this week: November 6, 2022
Shopify surprises to the upside, mixed earnings season for Canada’s natural resources, and it continues to be tech versus...
Making sense of the markets this week: October 30, 2022
What the latest Bank of Canada rate hikes mean yet again, and rails keep rolling while tech stocks crater....
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...
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Making sense of the markets this week: October 23
High interest rates aren’t necessarily bad for banks, the Canadian inflation glass is half full (you can’t afford the...