Are annuities, bonds or GICs best for an 80-year-old’s money?
Terry has done well with higher-yield shares and ETFs, but is worried about rising interest rates
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Making sense of the markets this week: March 12, 2023
Markets nervous over central banks, Campbell Soup and Dick’s are relative havens, the Loonie weakens, and will stocks keep...
Investing Beyond the Numbers: Understanding financial flashpoints
Financial flashpoints are significant emotional events that shape our beliefs and behaviours towards money, ultimately influencing our financial and...
Should you withdraw from non-registered or TFSA investments in retirement?
When starting to draw down your investments in retirement, should you sell your non-registered or TFSA stocks, or both?
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Making sense of the markets this week: March 5, 2023
What the big banks are reporting, why Buffett’s letter is about a good year, America’s tepid consumers, and Russia’s...
Triggering losses by transferring investments to a TFSA
Stavros is worried that contributing an investment in kind to his TFSA will trigger the “superficial loss rule.”
A strategy for non-registered and TFSA accounts in retirement
Between a TFSA and non-registered accounts, what is the most tax-effective way to withdraw to fund retirement?
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