Ask a Planner

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...

Investing

Book review: The Intelligent Fund Investor by Joe Wiggins

Selecting funds based on past returns, stories about “the next best thing” and so on can be costly mistakes....

Investing

Switching from mutual funds to ETFs

Presented By

National Bank Direct Brokerage

Ask a Planner

Can I put mutual fund fees back in my account?

Investing fees (MER, TER, trailing) are always hard to swallow, but what if there was a way to manage...

Retired Money

Tontines in Canada: Moving from theory to practice as a solution to our retirement crisis

You may be hearing about new products that sound like tontines, even if they’re not called tontines. Here’s why....

Ask MoneySense

Bear markets: What’s a long-term investor supposed to do right now?

As we continue our way out of the pandemic, with inflation and dramatic market fluctuations, what is a long-term...

Investing

Switching to lower-cost investing

Would you like to build a larger, more sustainable nest egg without taking more market risk?

Save

Video: Tips for choosing a financial advisor

Look at qualifications, compensation and quality to make the best choice for you

Investing

Using The Wealth Formula to boost investment success

Understanding the six forces that affect how your money grows, and how they may pull you and your money...