Guiding you along your financial journey
Question. I’m nervous about investing in other countries – especially the US. Every time I turn on the news it feels like something crazy is going on with the stock markets in the US. Last year, I felt like my portfolio was on a roller coaster ride. I’m wondering if I should just keep my investments in Canada instead… Would […]
December 2018 was the worst December in 25 years. Stock markets were down around the world; Canadian and emerging market bonds were one of the few bright spots.
Question. Hi, I read recently that the TFSA limit has been increased this year, and I want to make sure I’m maximizing my contributions. I find it’s often quite stressful to come up with the money for contribution. This year, with the higher limit, I just know I’m going to have a hard time again, and I’d like to be […]
Question. Hi, I’ve heard that the TFSA limit has been increased. Does this mean I can put in $6,000 this year? And is the deadline the same as the RRSP deadline? Do you have any advice or suggestions to help me better understand how this works? Answer. You are correct – the Tax Free Savings Account (TFSA) limit for 2019 […]
October was a rough month for investors. Stock markets were down around the world, bonds were down, and REITs were down too. Even the major hedge fund indexes were down.
Are You Covered? Key Advantages and Disadvantages of Group Life Insurance Question. My partner and I have been thinking about life insurance recently. We have a young child, and are considering a house soon for our growing family. A friend of ours told us it’s really important that we get some life insurance to protect ourselves. But I already have […]
September was another negative month for most global equity markets, with the exception of the US.
Question. Hi, I’ve been a ModernAdvisor client for about a year, and everything is great. I understand the investment philosophy and the rationale for using index funds in the portfolios, but I’m also very interested in investing in marijuana. I keep hearing about the big opportunities, and how it could be a chance to get in on the ground floor […]
