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Mutual Funds

A block calendar is changed from 2022 to 2023, as this article covers both years in finance, investing and stocsk

Stocks

2022’s year in review: The financial highs, lows and what’s in store for 2023

A recap of the ups and downs investors and the markets dealt with in 2022 and a hint of...

2022’s year in review: The financial highs, lows and what’s in store for 2023
To symbolize the Fed's rate hike in the U.S., US bills fly in the air in front of an American flag

Investing

Making sense of the markets this week: December 18, 2022

The Fed follows Canada’s 50-bps rate hike, Musk and BMO are sellers and one way to position a portfolio...

Making sense of the markets this week: December 18, 2022

Investing

Switching from mutual funds to ETFs

Switching from mutual funds to ETFs
Scenes of a stock exchange to show what direct indexing is trying to mimic

Retired Money

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...

What is direct indexing? Should you build your own index?

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Photo of a woman reading the Franklin Templeton Annual Returns of Key Asset Classes for Canadian investors.

Retired Money

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...

Reading the “Annual Returns of Key Asset Classes”—what it means for Canadian investors
A woman sits in her bedroom, looking at her investments both on her phone and her laptop

Investing

Making sense of the markets this week: December 11, 2022

What’s up with the Bank of Canada recent interest rate hike? (Are we there yet?) Also, bonds are back...

Making sense of the markets this week: December 11, 2022
Two women looking at their wills, deciding whether or not to name each other on the registered accounts

Ask MoneySense

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?

Is it better to list a beneficiary on registered investments or have the account go to the estate?
Black Friday sales window, to illustrate the winner of

Investing

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: December 4, 2022

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Close up of a phone screen showing the Twitter icon.

Investing

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 27, 2022

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