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Columns

Ask a Planner

Ask a Planner: Jason Heath, CFP, takes reader questions

Our resident financial planner answers reader questions online

Ask a Planner: Jason Heath, CFP, takes reader questions

Columns

Are you paying too much in investment fees?

Ned and Cathy are paying their adviser $14,000 a year in fees, but could reduce that to $100

Are you paying too much in investment fees?

Financial Planning

Can life annuities mimic pensions?

Darren envies his wife’s workplace pension. Can life annuities match its income for life, with no stock market risk?...

Can life annuities mimic pensions?

Columns

Bond bears: Admit you were wrong

We must demand accountability from those who have been predicting rising interest rates

Bond bears: Admit you were wrong

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Financial Planning

Write your own declaration of Findependence

This U.S. Independence Day weekend, fill in the blanks to write your own personal plan

Write your own declaration of Findependence

Bonds

Extra innings for global bonds?

Opportunities in bonds abound but you may have to look globally to find them

Extra innings for global bonds?

Taxes

Calculating adjusted cost base: A case study

Calculating your ACB is not necessarily easy, but taking the time to do it properly could save you a...

Calculating adjusted cost base: A case study

Financial Independence

Why diversify your portfolio? Because winners rotate

A well-balanced portfolio invested across all asset classes allows investors to participate in the gains of each year’s winners

Why diversify your portfolio? Because winners rotate

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Canadian Couch Potato

Rebalancing with cash flows

Disciplined investing means choosing long-term targets and adjusting to stay on course

Rebalancing with cash flows

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