Investing

The External Sector And Financial Crises

If we look at the full history of financial crises around the world, one could argue that crises related to external debt and/or fixed exchange rates are dominant. Such crises could represent an entire chapter of this book. However, I will only offer a brief overview of the subject. From the perspe ...

Canada’s best Mastercard credit cards 2019

As one of the top credit card processors in the world, Mastercard is both extremely popular and also nearly universally accepted. For those already banking at BMO Bank of Montreal, a major Canadian bank that associates with Mastercard, these cards may offer all the perks you’re after along with o ...

Hedging a Portfolio with Options

Hedging a portfolio against a correction in the markets is conceptually easy to understand. However, in practice there are multiple variables to consider and each requires customization based on portfolio sizing and market outlooks. To understand how to execute an efficient hedge on your portfolio, ...

Creating a will is the “adulting” milestone you need to hit this year

When it comes to self-improvement, most of us have a hard time with follow-through—and whether you stuck to your Keto diet or not, there are likely items on your financial to-do list that just never get crossed off. One of the easy actions to delay is creating a will. After all, no one wants to t ...

5 Reasons to Switch to a Robo-Adviser

If the term robo-adviser conjures up images of C-3PO controlling your money, relax: we’re not robots. So, why are Canadians making the switch to a robo-adviser? We leverage technology to create a modern online experience for the benefit of our clients. “Robo-adviser” is a recent term, used to ...

Second Time Around? 5 Things You Need to Know about Marriage and Money

By Karin Mizgala, Co-Founder and CEO Money Coaches Canada Almost thirty-five per cent of married Canadians are married for the second or even third time. And while it would be nice to believe that the experience of divorce improves chances for a subsequent marriage, statistics don’t bear that ou ...

2 Canadian Dividend Growth Stocks Increasing Dividends

Disclosure: Some of the links below are affiliate links (AL), meaning, at no additional cost to you, I will earn a commission if you click through and make a purchase. See disclaimer. Each month I update readers of all the dividend increases in the Canadian Dividend All-Star List (Canadian comp ...

Waiting for a rate cut: How much is too much?

As any parent of toddlers or teenagers knows, there’s often a big difference between what kids want (candy and a later bedtime) and what they need (vegetables and plenty of rest). I’m reminded of this as I anticipate this month’s Federal Reserve (Fed) meeting. A cut is widely expected — but ...

Spinoffs, Takeovers and Special Situations Hotline – Friday, July 12, 2019

GENESEE & WYOMING INC., $109.60, symbol GWR on New York, owns and operates 120 railroads across North America, Australia, Europe and the U.K. In March 2019, Genesee announced that it was exploring strategic options, including the sale of all or part of the business. One of the interested buyers was ...

“Do I really need to rebalance my investment portfolio?”

Q. I have been investing the Couch Potato way for several years now, and I love it because it’s such a simple strategy. Still, I am very negligent when it comes to rebalancing. It’s now been six years since I’ve rebalanced my RRSP and TFSA, but my returns have still been very good. What retur ...