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...
Articles By Dan Bortolotti:
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...
A quick guide to how income distributions on ETFs and mutual funds work
If Steve sold his units just before the income distribution date, would he still receive an income payment?
ETFs that limit losses in an investment portfolio: are they for real?
Rena wants to know a hedged ETF can protect her investments.
What to do when financial advisors don’t live up to their promises
Dana's $750,000 portfolio had weaker returns than her advisor promised. What should she do?
The best TFSA investment for a time horizon of 3 to 5 years
And why an ETF may not be the answer
An advisor is charging 1.95% for an ETF portfolio. That’s too high.
Doris wants to know what she should be paying for her $100,000 portfolio.
What to look for when choosing a financial advisor
Ali has two advisors and wants to consolidate his portfolio, but how to decide which one?