How to leave money to an adult child with no investing know-how
Dee wants to ensure that her son receives a regular monthly income, while protecting the lump sum of his...
Ask an Investment Expert
“Do I really need to rebalance my investment portfolio?”
Even hands-off Couch Potato investors need a rebalancing strategy—not to boost returns, but to manage risk.
How safe is it to keep more than $100,000 in one savings account?
Marcus and Rina have socked away $120,000 for a down payment in a single savings account at a small...
Can you use the Couch Potato strategy to build a dividend-paying portfolio?
The short answer is yes—but just because you need cash flow from your portfolio doesn’t mean you need to...
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Tax-reduction strategies don’t need to be complicated to work
Lou, 39, is curious about flow-through shares and other tax-enhanced investment options.
Can your portfolio ever get too big for the Couch Potato strategy?
Its whimsical name gives this passive investment strategy an image problem, but it really is perfect for everyone. Here's...
What’s your investing “why?”
Instead of focusing on target returns, start with what you want the money to do for you and your...
Beyond financial planning: How to achieve the lifestyle you want
Newly mortgage-free, Mara is looking to invest $26,000 annually. But does that mean putting off life goals she could...
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The fine art of rebalancing your portfolio
Rebalancing shouldn't be expected to boost returns, and even occasionally lowers them. But you should still do it—just not...