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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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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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6 tips for newlyweds

Money is one of the top reasons relationships turn sour.

6 tips for newlyweds

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Why bonds are always a good idea

Stocks will always offer greater returns than bonds, but a portfolio made up 100% equities is fraught with more...

Why bonds are always a good idea

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Fixed Income

Rising rates haunt bond investors

Interest rates are near historic lows and seem bound to rise. Bond investors should heed duration, or sensitivity to...

Rising rates haunt bond investors

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