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Investing

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“Records of my stock purchase have disappeared. What now?”

Tonya bought shares of a small company, which she sold at a loss. She’d like to use that loss...

“Records of my stock purchase have disappeared. What now?”

Investing

What to make of this quarter’s “earnings season”

With companies now beginning to report on Q1 results, this is the first time we get to see how...

What to make of this quarter’s “earnings season”

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Should you consider using joint accounts to avoid probate?

Would listing Laurel as her aging mother’s joint account holder simplify management of her mother’s affairs if she is...

Should you consider using joint accounts to avoid probate?

Investing

What do recent stock market gains really mean?

While stocks are still down by about 20% since February 21, 2020, U.S. and Canadian equities have risen by...

What do recent stock market gains really mean?

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Investing

17 tips for more successful investing

Rule No. 6—do not sell on bad news—seems particularly relevant right now.

17 tips for more successful investing

Investing

So you’re thinking about buying stock right now…

For those who are considering whether to take any additional cash they have and put it into the market,...

So you’re thinking about buying stock right now…

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Can you reduce the amount of tax withheld on RRSP withdrawals?

David is shocked by how much tax is deducted from his RRSP withdrawals, despite his low income. What are...

Can you reduce the amount of tax withheld on RRSP withdrawals?

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How a young family can make the best use of an insurance payout

Katie and Tom just received a tax-free, lump-sum insurance payout. They’d like advice on how to prioritize RRSPs, TFSAs,...

How a young family can make the best use of an insurance payout

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What should retirees do with their investments amid COVID-19?

With North American stock markets down more than 30% from their recent highs, Canadians who are retired or close...

What should retirees do with their investments amid COVID-19?

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