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...
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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...
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...
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Is moving $1 million out of segregated funds and into ETFs a good idea?
Sarah and her husband feel their RRSPs aren’t gaining as much as they should.
When you should take a break from investing
With marriage and a mortgage on the horizon, Eric might consider pausing his Couch Potato strategy to focus on...
What are the pros and cons of investing in private REITs?
Jeff’s private Real Estate Investment Trust has done well, but he wonders why they aren’t more widely held
Province moves to protect consumers against unqualified financial advice
Finally, the Ontario budget brings clarity to financial planner and advisor credentials. Here's how
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The asset class most investors should be adding to their portfolio
And why it should make up 10% to 15% of your equity holdings