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smart beta ETFs

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Use small-cap ETFs to modify a Couch Potato

Kelly is a passive investor who wants to add more growth to her couch potato portfolio. Here's a couple...

Use small-cap ETFs to modify a Couch Potato
dividend stocks

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How to earn tax-efficient dividend income

Just know that your dividends will turn up on your tax return whether you like it or not

How to earn tax-efficient dividend income

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Investing in Canada as a U.S. resident

Margaret has received an inheritance in Canada, but lives in the U.S. What should be her next steps?

Investing in Canada as a U.S. resident
Financial advisors

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Do I still pay advisor fees in a self-directed account?

Simply transferring your mutual funds into a self-directed account won't lower your fees

Do I still pay advisor fees in a self-directed account?

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tfsa contribution room

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When not to contribute to a TFSA

Richard is looking for some advice on an $80K inheritance. A TFSA isn't the holy grail of investing

When not to contribute to a TFSA
unlock lira

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Can you unlock a LIRA early?

In Alberta there are 5 instances when you may be able to

Can you unlock a LIRA early?

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Paying off debt with investment income

Shawn can pay off his mortgage with his stock investments. The question is: Should he?

Paying off debt with investment income
capital gains tax

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Penalty for holding dividend stocks in a TFSA?

There are tax issues involved if you earn dividends inside your Tax-Free Savings Account

Penalty for holding dividend stocks in a TFSA?

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future investment returns probate fees

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How to switch out of high-fee funds

If you own expensive mutual funds you are paying for a service. If you aren't getting good value for...

How to switch out of high-fee funds

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