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Financial Independence

Why diversify your portfolio? Because winners rotate

A well-balanced portfolio invested across all asset classes allows investors to participate in the gains of each year’s winners

Why diversify your portfolio? Because winners rotate

Canadian Couch Potato

Rebalancing with cash flows

Disciplined investing means choosing long-term targets and adjusting to stay on course

Rebalancing with cash flows

Ask MoneySense

Low-risk investment ideas for retirees

Higher returns mean higher risks. Are you willing to make the trade off?

Low-risk investment ideas for retirees

Taxes

Give generously and slash your taxes

Donating money or securities to charity is good for society. Thanks to generous government tax credits, it’s good for...

Give generously and slash your taxes

Retirement

The stress-free guide to retiring rich

How to overcome your top 10 fears and achieve your dreams

The stress-free guide to retiring rich

Magazine Archive

Portfolio rebalancing: Why, when and how much

Markets can throw your portfolio out of whack, and without rebalancing you could end up taking on far more...

Portfolio rebalancing: Why, when and how much

Canadian Couch Potato

US investors in Canada: what to watch for

Here's two issues in which investors are flirting with danger

US investors in Canada: what to watch for

Financial Planning

A delicate juggling act: Mortgages, kids and saving

The Masons want to pay off the mortgages on two properties while saving enough to put four kids through...

A delicate juggling act: Mortgages, kids and saving

Magazine Archive

The all-Canadian portfolio fix

The Rousseau's portfolio is too heavily weighted in Canadian equity mutual funds

The all-Canadian portfolio fix