What is financial well-being? What does it mean to Canadians?
Financial well-being is finding a balance between the money we have and the life we want to live. Here's...
investor psychology
The life and times of an original “bankster”
Few people today know of Arthur Cutten, but in the Roaring ’20s, this Canadian stock speculator could move markets....
’Tis the season for tax-loss selling in Canada
Tax-loss selling is one way that investors with capital gains can lower their potential tax bill. What is tax-loss...
What Canadian investors can do in times of world crisis and war
Stressed by headlines? Here’s how investors should manage their portfolios and their emotions in response to wars and other...
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The best ETFs for retirement income
A look at conservative asset allocation ETFs and tactical overlays for retirees for reducing volatility, hedging inflation and generating...
What is the PERMA model? Can it help Canadians to spend better?
Frustrated with saving and the idea that you’re not able to treat yourself? It might be time to look...
Does money buy happiness?
Money and happiness have a complex relationship. Income provides, but experiences, treats and giving make us all happy, so...
How recession fears are shaping investor behaviour and emotions
In the first quarter of 2023, investors wrestled with fast-changing market conditions. Here are some takeaways and tips on...
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Investing Beyond the Numbers: Understanding financial flashpoints
Financial flashpoints are significant emotional events that shape our beliefs and behaviours towards money, ultimately influencing our financial and...