When can I retire? This might be one of the most important questions or considerations in the land of managing your monies. Most of us want to retire one day, and when is certainly a very personal consideration. Some may want to retire early, some of us (hi Mr. Buffett) may not want to retire […]
Is it time to rebalance your portfolio?
When should you rebalance your portfolio? It is often suggested that once a year will do the trick. Many will suggest every 6 months. But perhaps what makes the most sense it to rebalance when the portfolio allocations drift out of shape. This might allow you to buy low and sell high and take advantage […]
Weekend Reads. Canadian Markets Hit All-Time High.
As we know, the Canadian stock market has been quite the laggard over the last 5 and 10 years, but it’s starting to show signs of life. The Canadian markets reached an all-time high on Thursday and then added on slightly on Friday. The market has been on an impressive upswing for the last 3 […]
The 3 Most Common Mistakes of Canadian Investors.
This is a guest post by invitation, from financial planner Graeme Hughes… During the course of my financial planning career, I was privileged to help hundreds of families work to achieve their financial goals. Talking to families about what they really wanted in life, and how they planned to go about getting it, was by […]
BMO InvestorLine adviceDirect. Co-pilot for the Self-Directed Investor.
As I had outlined in my review of BMO SmartFolio BMO Wealth offers a full suite of online offerings. Auto Pilot – SmartFolio Co Pilot – BMO InvestorLine adviceDirect Fly Solo – BMO InvestorLine Self-Directed Today we’ll look at BMO InvestorLine adviceDirect the Co Pilot option that is designed for self-directed investors who want some […]
The TFSA is not working on Weekend Reads.
While the TFSA accounts are very popular that does not mean that they are being embraced or used to the fullest. This week Rob Carrick of the Globe and Mail penned TFSA’s have been a disappointment in getting Canadians to save more. Rob references a recent study published in the Canadian Tax Journal that looked […]