Aim for balance when you diversify your portfolio. Decide how much you should invest in each stock or industry group so that it will have meaningful representation.
Most investors learn the   Read More

If investment optimism fades, consider Beutel Goodman Canadian Equity Fund. Its undervalued stocks are meant to offer a measure of downside protection.

In the first half of this year, positive trends   Read More

Sideways patterns are rare, but they do happen. When you spot one, take a hard look at the fundamentals of the security. If they’re sound, take advantage.
I love to see   Read More

The reinvestment of dividends is essential to building wealth. Only spend your dividends in retirement.

Investors building their wealth usually depend on stocks. Many studies have shown that stocks outperform bonds   Read More

Ordinary investors need to know that these are not ordinary times. It’s time to review your risk tolerance. Ken Norquay asks: Are you satisfied with the profits you have just   Read More

Asking a friend or relative to execute your estate may be a recipe for unpleasantness or worse after you’re gone.
As baby boomers husband their assets and approach the inevitable, many   Read More

Aim for balance when you diversify your portfolio. Decide how much you should invest in each stock or industry group so that it will have meaningful representation.
Most investors learn the   Read More

Financial trends illustrate the forces at work in the economic world. Behavioural finance analyst Ken Norquay wonders how this tangled web will unwind.
“It’s like déjà vu all over again,” baseball’s   Read More

Some income investors are turning to straight preferred shares to increase the cash they earn. But this can cost them money if they ignore the yield-to-call of older preferred shares.
Some   Read More

If investment optimism fades, consider Beutel Goodman Canadian Equity Fund. Its undervalued stocks are meant to offer a measure of downside protection.

In the first half of this year, positive trends   Read More

Historically, small stocks beat big stocks. But the better gains of small stocks was due to one unusual nine-year period. Big stocks should keep up with small stocks.

At first glance,   Read More

Financial planner Mark Halpern says your generosity can make a real difference in the lives and causes you are passionate about . . . and inspire your own future generations.

We   Read More

Asking a friend or relative to execute your estate may be a recipe for unpleasantness or worse after you’re gone.
As baby boomers husband their assets and approach the inevitable, many   Read More

Each quarter, we make a 180-day forecast of what we expect the economy and the stock market to do over the next six months.

Here’s our forecast of what we expect   Read More

The reinvestment of dividends is essential to building wealth. Only spend your dividends in retirement.

Investors building their wealth usually depend on stocks. Many studies have shown that stocks outperform bonds   Read More

Add to equity markets in Canada, Europe, the UK and Japan. Go easy on investing in US stocks.

The economic recovery continues to be propelled by monetary and fiscal stimuli, the   Read More

If investment optimism fades, consider Beutel Goodman Canadian Equity Fund. Its undervalued stocks are meant to offer a measure of downside protection.

In the first half of this year, positive trends   Read More

Accountant Mark Goodfield (aka The Blunt Bean Counter) reviews six common investment errors he has observed over the years.
I am involved in wealth advisory for some of my clients as   Read More

Aim for balance when you diversify your portfolio. Decide how much you should invest in each stock or industry group so that it will have meaningful representation.
Most investors learn the   Read More

Ordinary investors need to know that these are not ordinary times. It’s time to review your risk tolerance. Ken Norquay asks: Are you satisfied with the profits you have just   Read More

Sideways patterns are rare, but they do happen. When you spot one, take a hard look at the fundamentals of the security. If they’re sound, take advantage.
I love to see   Read More

Each quarter, we make a 180-day forecast of what we expect the economy and the stock market to do over the next six months.

Here’s our forecast of what we expect   Read More

The reinvestment of dividends is essential to building wealth. Only spend your dividends in retirement.

Investors building their wealth usually depend on stocks. Many studies have shown that stocks outperform bonds   Read More

Add to equity markets in Canada, Europe, the UK and Japan. Go easy on investing in US stocks.

The economic recovery continues to be propelled by monetary and fiscal stimuli, the   Read More

Asking a friend or relative to execute your estate may be a recipe for unpleasantness or worse after you’re gone.
As baby boomers husband their assets and approach the inevitable, many   Read More

Oh yeah? Mark Goodfield (aka The Blunt Bean Counter) encourages discussing your will with your family and explaining your intentions to avoid or minimize sibling estate issues.

In December 2019, I   Read More

A long-term study found that share price gains accounted for about a third of most investors’ stock returns. Reinvested dividends made the other two-thirds of the returns.

A study found that   Read More

How have stocks and bonds done over the previous six months? If there are disparities in the relative performances of various types of your investments, it’s time to rebalance.

Your asset   Read More

The reinvestment of dividends is essential to building wealth. Only spend your dividends in retirement.

Investors building their wealth usually depend on stocks. Many studies have shown that stocks outperform bonds   Read More

Blind adherence to an asset allocation model may not always prove optimal. We suggest a seemingly counter-intuitive, but more flexible, approach.

Many’s the investor who, when faced with retirement and the   Read More

Discretionary family trusts have a tax life span of 21 years. Without proper planning, the family trust may be subject to a deemed capital gain, says tax lawyer Samantha Prasad.
The   Read More

The Soviet Union was once famous for its constantly evolving five-year plans. Maybe they were onto something.
At times like these, when stock markets bump up against new highs and investors   Read More

This refresher is designed to both promote the use of, and inject a little sanguinity into, the Rule of 72.

Here’s a little refresher on the Rule of 72. It’s called   Read More

A long-term study found that share price gains accounted for about a third of most investors’ stock returns. Reinvested dividends made the other two-thirds of the returns.

A study found that   Read More

For many investors, what their money is used for may be as important as how much profit it makes.

There’s a large segment of the investing public that’s interested in the   Read More

Oh yeah? Mark Goodfield (aka The Blunt Bean Counter) encourages discussing your will with your family and explaining your intentions to avoid or minimize sibling estate issues.

In December 2019, I   Read More

Blind adherence to an asset allocation model may not always prove optimal. We suggest a seemingly counter-intuitive, but more flexible, approach.

Many’s the investor who, when faced with retirement and the   Read More

How have stocks and bonds done over the previous six months? If there are disparities in the relative performances of various types of your investments, it’s time to rebalance.

Your asset   Read More

A friend of ours is in his mid-40s and is just beginning to think of investing in stocks. These five common-sense rules will help him get a sound start.

It’s all   Read More

The Soviet Union was once famous for its constantly evolving five-year plans. Maybe they were onto something.
At times like these, when stock markets bump up against new highs and investors   Read More

Here’s our forecast of what we expect of the economy and the stock market over the next six months.

Here’s our outline of what we expect of the economy and stock   Read More

For many investors, what their money is used for may be as important as how much profit it makes.

There’s a large segment of the investing public that’s interested in the   Read More

Your investment horizon should play a large role in determining how you invest your money across different ‘asset classes’, or types of investments.

The longer your investment horizon, the more you   Read More

If you expect interest rates to fall, buy the bond with the longest duration. When rates rise, sell that bond and replace it with the shortest-duration bond you can find.
We   Read More

A friend of ours is in his mid-40s and is just beginning to think of investing in stocks. These five common-sense rules will help him get a sound start.

It’s all   Read More

Behavioural finance analyst Ken Norquay warns no investment strategy works forever. It’s like a game of musical chairs: when the music stops, don’t be left without a chair.

Since The Ides   Read More

American Depositary Receipts, or ADRs, give you benefits. One is diversification. In fact, it’s tempting to rename ADRs American Diversification Receipts.

ADRs followed by The Investment Reporter include companies based in   Read More

Earning one per cent on your money seems like a measly return. But earning one per cent on funds you loaned to family members—forever—that’s good news.
This article considers an income   Read More

There’s no such thing as an ideal retirement portfolio. But some portfolios meet the requirements of retired investors much better than others.

As they enter retirement, most investors assume with undeniable   Read More

Benjamin Graham, the father of fundamental stock analysis, likened the stock market to a bi-polar person. Is Mr. Market now too manic?

Benjamin Graham wrote the investment classic Security Analysis in   Read More

Most investors recognize that you need to diversify among a variety of industries and companies. But to work its magic, diversification also requires balance.
The goal of diversification, of course, is   Read More

To avoid anger, bickering and distrust during transition of a family business, WEALTHinsurance.com’s Mark Halpern advises a documented succession plan.
Planning for high-net worth family businesses is so important. If only   Read More