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

Consumers are supporting businesses that have a positive impact on the world. Odlum Brown’s Stephen Boland makes the case that shareholders should too.

Jackie Robinson was a terrific ball player: a   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

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

In the debate over the merits of investing actively or passively, it’s easy to lose track of a third option. Combining both approaches may be the better way to go.
Some   Read More

The longer your investment horizon, the more risk you can take. If your investment horizon is short, however, dial back your portfolio’s risk.
A friend and her husband built RESPs (Registered   Read More

Mark Goodfield (aka The Blunt Bean Counter) takes a look at the popular rule-of-thumb “four per cent rule”.

The pandemic has brought retirement savings front and centre for far too many   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

Portfolio manager Mike Vinokur picks an oil and gas stock and a cargo and passenger air transportation services provider as his current ‘best buy’ stocks.

Taking a short breather after a   Read More

Warren Buffett said that stock market forecasters exist to make fortune tellers look good. Regardless, here’s our outlook for the next 180 days.

Here’s our outline of what we expect of   Read More

Consumers are supporting businesses that have a positive impact on the world. Odlum Brown’s Stephen Boland makes the case that shareholders should too.

Jackie Robinson was a terrific ball player: a   Read More

This five-step process will help you sidestep negative consequences by choosing investments that are appropriate for you.

A key piece of the puzzle in making effective investment decisions is to get   Read More

The Federal Reserve Board is printing money aggressively. It’s continuing to flood the world with money hoping to stabilize the US economy.

In the late 1960s, pop singer Connie Francis sang   Read More

Make sure you have exposure to value funds as well as growth funds now. We currently favour Canadian equity funds over their US counterparts.

Fiscal stimulus and ultra-low interest rates helped   Read More

If you have a family and assets, you need an estate plan and a will. And, says WealthInsurance.com CEO Mark Halpern, you need to review it at least every five   Read More

Rather than placing a lot of emphasis on this single indicator, you’ll be better off putting the time into developing a long-term investment plan that meets your needs and goals.
A   Read More

The kicker with preferred split shares is that you can get double the dividend you would normally get holding the same shares directly, or even more.
Among our recommended preferred shares,   Read More

Share prices do not rise or fall in a straight-line. Instead, prices back and fill, take two steps forward and one step back or vice versa. Here are some lessons   Read More

Portfolio manager Mike Vinokur picks an oil and gas stock and a cargo and passenger air transportation services provider as his current ‘best buy’ stocks.

Taking a short breather after a   Read More

Financial planner Mark Halpern says now is the time to prepare for the tax increases that will help Ottawa pay for all its COVID relief efforts.

If only we could see   Read More

Rather than placing a lot of emphasis on this single indicator, you’ll be better off putting the time into developing a long-term investment plan that meets your needs and goals.
A   Read More

If past performance is no guarantee of future performance, how can you choose a fund?
Some statistics will help pick out the long-term, if not the short-term winners.

Picking tomorrow’s winners among   Read More

Make sure you have exposure to value funds as well as growth funds now. We currently favour Canadian equity funds over their US counterparts.

Fiscal stimulus and ultra-low interest rates helped   Read More

Over the past 30+ years, The Hulbert Financial Digest calculates that The Investment Reporter recommendations have yielded an average annual gain of 12.88 per cent.

We are often asked about the   Read More

Now is as good a time as any to make changes in your investment program. Take a close look at your investment portfolio, and you may find some improvements are   Read More

One of the least understood, and most overly complex, terms is ‘asset allocation’. For many, this term is little more than an attempt to make market timing sound respectable.

Asset allocation   Read More