Making sense of the markets this week: April 30, 2023
There’s an earnings bonanza! Tech stocks are supporting the markets, once again. Plus, equal-weight S&P 500 beats cap-weight.
Investing
Should you cash out your workplace pension when you leave a job?
Find out why Canada has it better than the U.S. for registered employer pensions. A UBC study on cashing...
The one thing influencers Steph & Den want you to know about retirement
The two content creators share money advice daily with over 300,000 TikTok followers. Here’s what they have to say...
Are mutual fund fees tax deductible?
Don’t go claiming a deduction for mutual fund fees on your tax return. Why? Because they’ve already been indirectly...
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Making sense of the markets this week: April 23, 2023
What’s Dale’s take on the economy? Big U.S. bank earnings rock. Apple continues with global domination, and the bitcoin...
An investor’s guide to ESG reporting in Canada
Companies and investment firms that report ESG performance use a patchwork of standards—if they report at all. Here’s how...
What is considered day trading in a TFSA
The recent Ahamed v. The King decision by the Tax Court of Canada highlights risks for investors who trade...
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How to calculate the taxable amount for a cashed-in whole life insurance policy
Is a whole life insurance cash value taxable? Spoiler: Yes. But find out how to calculate the taxable amount....