Portfolio Makeover

A bird flying in the sunset to symbolize the 60/40 balance portfolio as a pheonix rising again.

Retired Money

The 60/40 portfolio: A phoenix or a dud for retirees?

Retired or near retirement and rethinking the classic balanced asset allocation? Here’s the debate—that’s not really a debate—on the...

The 60/40 portfolio: A phoenix or a dud for retirees?

Columns

Best way to allocate cash in a $1.4 million retirement portfolio

This 66-year-old retired couple's portfolio is more than 25% in cash. Where should they put it?

Best way to allocate cash in a $1.4 million retirement portfolio

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ETFs

Time to get on the couch

Diane and her husband are starting their portfolio over from scratch, but they are nervous about investing it all...

Time to get on the couch
inheritance

Bonds

An investment strategy for a six-figure inheritance

Is David on the right track with his DIY investment plan?

An investment strategy for a six-figure inheritance

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diy investing

Budgeting

A low-fee portfolio for DIY investors

He knows keeping a lid on fees will net better returns

A low-fee portfolio for DIY investors

April 2016

A growth portfolio for the long term

If you have a pension, you probably don't need the fixed income exposure that comes with balanced fund

A growth portfolio for the long term

ETFs

The problem with having too much equity

The Silverbergs want to move their 100% equity portfolio into low-cost ETFs. Is it the right choice for them?

The problem with having too much equity
saving for a house

Buying

There’s no return without risk

Raman Singh wants to be sure that his savings are still there when he goes to buy a home

There’s no return without risk

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Financial Planning

Build a portfolio to leave a legacy

Niilo Khartikaine of Winnipeg wants to build a tax-efficient portfolio that will grow to $500,000 in 30 years

Build a portfolio to leave a legacy

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