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Mutual Funds

Financial planners: Practice what you preach

Do you know what your fund manager or adviser’s portfolio looks like?

Financial planners: Practice what you preach

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Introducing MoneySense’s The Great TFSA Race

Have you grown your TFSA beyond $30,000? We want to hear about it.

Introducing MoneySense’s The Great TFSA Race

Index Funds

The one-fund solution

If you’re new to self-directed investing and you have a relatively small RRSP or TFSA, the place to begin...

The one-fund solution

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Not living paycheque to paycheque is hardly financial independence

The percentage of Canadians living paycheque to paycheque has declined but it's a far cry from widespread financial independence....

Not living paycheque to paycheque is hardly financial independence

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Is your portfolio just a pile of parts?

Is there difference between a diversified portfolio and a collection of investments?

Is your portfolio just a pile of parts?

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Bond ETFs aren’t the losers you think

Even if your statements show bond funds in the red, you may not have lost money. Here’s a fix...

Bond ETFs aren’t the losers you think

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Preferreds generate tax-efficient income

Investors in taxable accounts enjoy both the yield and safety of bonds but the lighter tax treatment of dividends.

Preferreds generate tax-efficient income

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Education can be a taxing experience

Ottawa torques the tax system to encourage Canadians to pursue higher education. Here’s how to take advantage.

Education can be a taxing experience

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Deep thoughts on diversification

Just shy of two years ago—in October 2011—I wrote a post that laid out the year-to-date returns for the...

Deep thoughts on diversification

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