I recently asked if it was curtains for the traditional balanced portfolio. The post was in response to a few reader questions and concerns. We don’t know the future, but I would hold the opinion that a traditional balanced portfolio will still get the job done. That said, there are a few moves that we […]
How to use one-ticket asset allocation portfolios for your RESP.
As many of us in the investment blogosphere will write – the one-ticket asset allocation portfolios are game changers. Canadian investors can enter a single ticker symbol and receive well-balanced globally-diversified managed portfolios. And because they are offered at various risk levels asset allocation portfolios can work with the RESP plan. It’s obviously a great […]
Putting an end to the dividend debate, on Weekend Reads.
This just in; big juicy Canadian dividends beat the market . That was the finding revealed in this Norman Rothery article in the Globe and Mail. I am sorry dividend deniers, it’s not good news. Big Canadian Dividend payers beat the market by some 3.8%, on average per year. From that Globe article … And […]
You might not need a financial planner.
Recently I posted on the wonderful option of obtaining your financial advice a la carte. Yup. Just pay for what you need. You do not have to fork over a percentage of your total portfolio value every year. And in fact, you might not even need to fork over a single nickel for planning advice, […]
What is advice-only financial planning?
All investors can benefit from financial advice. Quite simply there is ‘stuff’ that we don’t know. And you don’t know what you don’t know. But there are professionals who do know. There are various types and levels of advice. In this post we will top line what is advice-only financial planning? It can also be […]
Is Tangerine a Robo Advisor?
If you use Google to search for the top Canadian Robo Advisors you will not find Tangerine in the search findings. When you read the top Robo Advisor reviews, you will not find mention of Tangerine Investments. Is Google wrong? Are the Canadian personal finance writers getting it wrong? Is Tangerine a Robo Advisor? Now […]