Portfolio makeover

Retired or near retirement and rethinking the classic balanced asset allocation? Here’s the debate—that’s not really a debate—on the...

This 66-year-old retired couple's portfolio is more than 25% in cash. Where should they put it?

Diane and her husband are starting their portfolio over from scratch, but they are nervous about investing it all...

Is David on the right track with his DIY investment plan?

He knows keeping a lid on fees will net better returns

If you have a pension, you probably don't need the fixed income exposure that comes with balanced fund

The Silverbergs want to move their 100% equity portfolio into low-cost ETFs. Is it the right choice for them?

Raman Singh wants to be sure that his savings are still there when he goes to buy a home

Niilo Khartikaine of Winnipeg wants to build a tax-efficient portfolio that will grow to $500,000 in 30 years