Dan Bortolotti

The fine art of rebalancing your portfolio

Online only, 23/05/2019 / Comments (0)

Rebalancing shouldn’t be expected to boost returns, and even occasionally lowers them. But you should still do it—just not too often. Here’s why.

Is moving $1 million out of segregated funds and into ETFs a good idea?

Online only, 09/05/2019 / Comments (0)

Sarah and her husband feel their RRSPs aren’t gaining as much as they should.

When you should take a break from investing

Online only, 26/04/2019 / Comments (0)

With marriage and a mortgage on the horizon, Eric might consider pausing his Couch Potato strategy to focus on other financial priorities.

A quick guide to how income distributions on ETFs and mutual funds work

Online only, 12/04/2019 / Comments (0)

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?

Online only, 05/04/2019 / Comments (0)

Rena wants to know a hedged ETF can protect her investments.

What to do when financial advisors don’t live up to their promises

Online only, 29/03/2019 / Comments (0)

Dana’s $750,000 portfolio had weaker returns than her advisor promised. What should she do?

How to use ETFs in your child’s RESP

Online only, 22/03/2019 / Comments (0)

Asset allocation ETFs can provide one-stop shopping for RESPs

The best TFSA investment for a time horizon of 3 to 5 years

Online only, 08/03/2019 / Comments (0)

And why an ETF may not be the answer

An advisor is charging 1.95% for an ETF portfolio. That’s too high.

Online only, 22/02/2019 / Comments (0)

Doris wants to know what she should be paying for her $100,000 portfolio.

What to look for when choosing a financial advisor

Online only, 14/02/2019 / Comments (0)

Ali has two advisors and wants to consolidate his portfolio, but how to decide which one?

Why GICs deserve a place in any fixed income portfolio

Online only, 05/02/2019 / Comments (0)

As interest rates rise Frank is looking to GICs because his bond funds aren’t making gains

Investing tips for dual citizens of Canada and the U.S.

Online only, 28/01/2019 / Comments (0)

TFSAs are best avoided, RRSPs can work for you, and other financial wisdom

Should Marcel move all his RRIF investments to a low-risk balanced fund?

Online only, 18/12/2018 / Comments (0)

He wants to lock in equity gains and reduce volatility

What to do if you have too much money invested in one stock

Online only, 30/11/2018 / Comments (0)

Harvesting tax losses and deferring government benefits are two things to consider

Are dividend ETFs a good investment for Couch Potato investors?

Online only, 23/11/2018 / Comments (0)

Or is simply holding total return ETFs a better choice?