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Financial Planning

Money in too many places

In most cases, an overly complicated portfolio will work against you and your future heirs. Here's why and how...

Money in too many places
RRSP contribution limit

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Managing investment income in your RRSP

You won't have to pay capital gains taxes within your RRSP— at least not yet

Managing investment income in your RRSP

RRSPs

Transferring RRSP stocks to a dividend reinvestment plan

Watch out—a DRIP could affect your asset allocation

Transferring RRSP stocks to a dividend reinvestment plan

Retirement

Retiring in a down market

Should David live off cash savings instead of selling his investments at a loss?

Retiring in a down market

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segregated funds

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Segregated funds: Are the investment guarantees worth it?

When someone offers you a guarantee, it's usually in their best interest, not yours

Segregated funds: Are the investment guarantees worth it?
retirees

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Cautiously investing for retirement

How to generate retirement income without a company pension plan

Cautiously investing for retirement

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Advice for a conservative investor

Taking on too little risk can be a risky strategy in and of itself

Advice for a conservative investor
rate of return

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Your expected rate of return

Canadian equity portfolios are expected to yield 6.3% before fees in 2015, according to the FPSC

Your expected rate of return

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(Boris Austin/Getty Images)

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Buying U.S. stocks with a weak Canadian dollar

A well diversified portfolio demands U.S. stocks, even with a lowly loonie

Buying U.S. stocks with a weak Canadian dollar

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