Guiding you along your financial journey
As we head into the holidays and the home stretch of 2016, now’s the perfect time to make sure you’ve covered your financial bases for year end. Here are our top tips for getting your financial house in order before the new year. Look at your capital losses. If you sold investments earlier in the year at a profit and don’t […]
On our website, anyone can submit a request for a portfolio review in which we look at the fees the client is paying and how well they are diversified. Most of the requests are from people that have a mutual fund account with a financial advisor at a bank or a mutual fund company. Bill Wong (not his real […]
This post is part of a series, where we ask some of Canada’s top personal finance bloggers to weigh in on topics that matter to Canadians. Click here for the full list of our favourite personal finance bloggers in Canada, or check out our curated Twitter list to follow them on Twitter. In November, we asked what Millennials should be doing to improve their […]
The US electorate shocked many by electing Donald Trump as their next president. The stock markets seem happy with the result, but the bond markets have suffered a deeper selloff than we’ve seen in over a decade.
This post is part of a series, where we ask some of Canada’s top personal finance bloggers to weigh in on topics that matter to Canadians. In October, we published a list of some of our favourite personal finance bloggers in Canada. If you’d like a quicker way to follow these and other financial pros, check out our curated Twitter list. […]
When choppy market returns are accompanied by uncertainty and volatility associated with major world events, even the most experienced investors can find it difficult to tune out the noise and stay disciplined. In the last couple of months most stock markets around the world are mostly flat or down. Investors are awaiting the outcome of the US elections and whether […]
October was a mixed month, Canadian and European equities performed well while bond markets were weak. At the eleventh hour, a small region in Belgium held up the EU’s trade agreement with Canada but ultimately signed on.
On our website, anyone can submit a request for a portfolio review in which we look at the fees the client is paying and how well they are diversified. Most of the requests are from people that have a mutual fund account with a financial advisor at a bank or a mutual fund company. Tim Smith (not his real […]