Ask a Planner

Is now the time for a long-term investor to abandon stocks?

It’s been a difficult year for stock investors. Should you move into GICs or mortgage funds to invest for...

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...

ETFs

What seasoned investors look for in an ETF prospectus

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ETFs

How to choose ETFs for your investment portfolio

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National Bank Direct Brokerage

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...

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...

Ask a Planner

Do you pay withholding tax on U.S. ETFs?

A Canadian-domiciled ETF is almost always subject to U.S. withholding tax, but there are exceptions and a foreign tax...

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...

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?