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Mutual Funds

A woman repairs a ceiling, and this column talks about the U.S. debt ceiling, bank and retail earnings, optimism in investing and more.

Investing

Making sense of the markets this week: May 28, 2023

Making sense of the markets this week: May 28, 2023
A family shopping for groceries, amidst food inflation as well as housing.

Investing

Making sense of the markets this week: May 21, 2023

Making sense of the markets this week: May 21, 2023
On a balcony on a European street, a hand holds a phone with Airbnb's logo

Investing

Making sense of the markets this week: May 14, 2023

Making sense of the markets this week: May 14, 2023
Combined image of a First Horizon bank branch and a TD bank branch

Investing

Making sense of the markets this week: May 7, 2023

Making sense of the markets this week: May 7, 2023

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Tech is in the driver's seat (person in car looking at their socks on their phone)

Investing

Making sense of the markets this week: April 30, 2023

There’s an earnings bonanza! Tech stocks are supporting the markets, once again. Plus, equal-weight S&P 500 beats cap-weight.

Making sense of the markets this week: April 30, 2023
A man with a pensive expression walks down a street

Ask a Planner

Are mutual fund fees tax deductible?

Don’t go claiming a deduction for mutual fund fees on your tax return. Why? Because they’ve already been indirectly...

Are mutual fund fees tax deductible?
Photo of a Bank of America building

Investing

Making sense of the markets this week: April 23, 2023

What’s Dale’s take on the economy? Big U.S. bank earnings rock. Apple continues with global domination, and the bitcoin...

Making sense of the markets this week: April 23, 2023
A man with a backpack walks through a forest

Investing

An investor’s guide to ESG reporting in Canada

Companies and investment firms that report ESG performance use a patchwork of standards—if they report at all. Here’s how...

An investor’s guide to ESG reporting in Canada

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TFSAs

What is considered day trading in a TFSA

The recent Ahamed v. The King decision by the Tax Court of Canada highlights risks for investors who trade...

What is considered day trading in a TFSA

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