Ask an Investment Expert Archives - MoneySense

Ask an Investment Expert

Financial Planning

Can your portfolio ever get too big for the Couch Potato strategy?

by Dan Bortolotti

Taxes

What’s your investing “why?”

Instead of focusing on target returns, start with what you want the money to do for you and your family.

Financial Planning

Beyond financial planning: How to achieve the lifestyle you want

Newly mortgage-free, Mara is looking to invest $26,000 annually. But does that mean putting off life goals she could be enjoying today?

Investing

The fine art of rebalancing your portfolio

by Dan Bortolotti

Stocks

Using a HELOC as an investment strategy: not as taboo as you might think

by Special to MoneySense

RRSPs

Is moving $1 million out of segregated funds and into ETFs a good idea?

by Dan Bortolotti

Financial Planning

When you should take a break from investing

by Dan Bortolotti

Investing

What are the pros and cons of investing in private REITs?

by Special to MoneySense

Financial Planning

Province moves to protect consumers against unqualified financial advice

by John De Goey

Investing

The asset class most investors should be adding to their portfolio

by John De Goey