Advice for a conservative investor
Taking on too little risk can be a risky strategy in and of itself
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Your expected rate of return
Canadian equity portfolios are expected to yield 6.3% before fees in 2015, according to the FPSC
Buying U.S. stocks with a weak Canadian dollar
A well diversified portfolio demands U.S. stocks, even with a lowly loonie
What to do with a windfall
One of the best things you can do with a sudden influx of cash is nothing, at first
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Am I saving enough for retirement?
How to find the answer using a reasonable set of assumptions
Is a Couch Potato Portfolio appropriate for retirees?
It can be, as long as it meets your cash flow needs
Tax deductions from investment expenses
If you borrowed to buy investments or paid investment counsel fees, you could save a bundle
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Capital gains tax: Selling non-registered investments
Sara’s fiancé is paying lots of tax on his non-registered investment income. And as time goes on, the tax...