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segregated funds

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Segregated funds: Are the investment guarantees worth it?

When someone offers you a guarantee, it's usually in their best interest, not yours

Segregated funds: Are the investment guarantees worth it?
retirees

Annuities

Cautiously investing for retirement

How to generate retirement income without a company pension plan

Cautiously investing for retirement

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Advice for a conservative investor

Taking on too little risk can be a risky strategy in and of itself

Advice for a conservative investor
rate of return

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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

Your expected rate of return

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Buying U.S. stocks with a weak Canadian dollar

A well diversified portfolio demands U.S. stocks, even with a lowly loonie

Buying U.S. stocks with a weak Canadian dollar
windfall inheritance

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What to do with a windfall

One of the best things you can do with a sudden influx of cash is nothing, at first

What to do with a windfall
retirement

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Am I saving enough for retirement?

How to find the answer using a reasonable set of assumptions

Am I saving enough for retirement?

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Is a Couch Potato Portfolio appropriate for retirees?

It can be, as long as it meets your cash flow needs

Is a Couch Potato Portfolio appropriate for retirees?

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Advice for small investors

Got less than $100,000 saved? Here's what you need to know

Advice for small investors

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