Market Update for September 2018 – Performance Angst
September was another negative month for most global equity markets, with the exception of the US.
Marijuana: Should You Invest in Mary Jane?
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 […]
Let’s Make it Personal
Question. Hi, I have an RRSP and a TFSA, and have been working with the same financial advisor for about 10 years. To be honest, I don’t really feel like he’s doing much for me, so I’m wondering what my options are. I’m interested in ModernAdvisor, and your low-cost portfolios look great, but I also value a dedicated advisory relationship. […]
Market Update for August 2018
August was a negative month for most global equity markets, with the exception of the US. The latest report on active managers showed the underperformance continues.
The “P” Word: Should you Have a Prenup?
Question. My fiancé and I had been dating for years, and we’ve recently gotten engaged. Everything is great, and we’re planning our wedding for next summer. I’m wondering about a prenup – should I have one? Some of friends and family are encouraging me to get one, and others dismiss it as a bad idea. I haven’t discussed it with […]
Market Update for June 2018
June was a good month for North American stocks, while international markets struggled. Bonds and REITS performed well.
Financial Infidelity: Are You Cheating?
Question. My husband and I have been married for a few years, and things are generally going well. But I’ve noticed recently that he has another credit card and bank account that I didn’t know about. I was really upset when I found out, and now I’m wondering what else is he keeping secret from me? I haven’t spoken to […]
Managing Variable Income
Question. I currently have a pre-authorized contribution (PAC) set up for my investment account, and contribute $500 on the 1st of each month. I’ve never had a problem with this in the past, but I’ve changed jobs recently, and it’s becoming a problem now. The problem is that I’m a commission-based real estate sales agent, and my income fluctuates considerably […]
