Stock markets in the U.S. cheered a rate pause and a weaker than expected jobs report. U.S. stocks had their best week of the year and of course, Canadian and international stocks played along. Equities notched sizable weekly gains as investors grew hopeful that the Federal Reserve’s rate-hiking campaign is over. The Dow was up […]
The Bank of Canada says “I’ll hold” on the Sunday Reads.
The Bank of Canada stood pat for the second time in a row. There are enough signs of economic weakness. And that economic weakness is likely to continue and accelerate. While inflation has been sticky, it’s also very likely that weakness will contribute to further downward pressure on inflation. The real estate sector appears ready […]
Canadians leave $17 billion on the table each year, in the Sunday Reads.
Thanks to high-fee mutual funds, Canadians are leaving a lot of money on the table. While superior ETF investment options have been available for more than two decades, Canadians are slow to help themselves out. Those fees are wealth destroyers. We’re not making the move to ETFs at the pace of the rest of the […]
Preparing for war and hoping for peace on the Sunday Reads.
There is no avoiding the crisis and tragedy of the Israel-Hamas war. While nothing can begin to match the humanitarian concerns, we will address the financial, economic and global risks. Preparing for war is preparing for risk and uncertainty whether that be a humanitarian crisis or a financial calamity. The risks and events can commingle […]
Putting your cash to work as big Canadian dividend stocks suffer on the Sunday Reads.
The upside of the rising rate environment is the rising savings account and GIC rates. Throw in greater yields on shorter term bond funds as well. We can even go one step further; the rising rates for ‘risk-free’ cash also leads to bigger dividends. The big dividend payers, often call bond proxies, compete with the […]
When should you rebalance your portfolio? And lessons from the Tangerine portfolios.
How often should you rebalance your portfolio? There’s good news on that front as less is more. We’ll take a look at a very telling chart from Frederick Vettese. And I take another look at the very telling perfomance table for the core Tangerine Portfolios. In this post I will also take you through my […]