Advertisement

Articles By Dan Bortolotti:

Ask MoneySense

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...

The fine art of rebalancing your portfolio
Senior couple talking with laptop computer

Ask MoneySense

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.

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

Ask MoneySense

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...

When you should take a break from investing

Ask MoneySense

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?

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

Ask MoneySense

ETFs that limit losses in an investment portfolio: are they for real?

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

ETFs that limit losses in an investment portfolio: are they for real?

Ask MoneySense

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?

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

Ask MoneySense

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

And why an ETF may not be the answer

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

Ask MoneySense

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.

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

Ask MoneySense

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?

What to look for when choosing a financial advisor