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Investing

Columns

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

Magazine Archive

A financial education for free

Invest like the pros by taking their courses for free

A financial education for free

Investing

Time to kill trailer commissions?

A ban on trailer fees might create transparency, but could leave many Canadians without financial advice.

Time to kill trailer commissions?

Investing

Assuring income for an aging mom

How to generate the cash flow Gordon's mother needs.

Assuring income for an aging mom

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Columns

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

Columns

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

Columns

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

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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Brew your own low-cost custom index

ETFs are touted for low costs. But you can save more by mimicking some ETFs and buying their stocks...

Brew your own low-cost custom index

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