Protecting Your Investment Portfolio with Precious Metals
Insurance is a unique product; we buy it hoping we’ll never use it. We carry insurance for our homes, cars and families, but few of…
Canadians More Focused On Saving Than Paying Down Debt: Survey
Edward Jones said Canadians should be paying as much attention to reducing or eliminating debt Despite record levels of household debt, Canadians are prioritizing saving…
Why Now Is The Time For Investors To Go For Gold
This time around, volatility has been compounded by trade wars and low growth forecasts from the US Federal Reserve, the Bank of Canada and most…
Canada’s Income Tax Rates Have Become Uncompetitive, and The Economy Will Pay The Price
Jamie Golombek: High tax rates, which reduce the reward of earning more income, discourage people from engaging in productive economic activity Canada’s top marginal tax…
Thirty-something Couple, With a $1,000 A Month Golf Habit, Want to Retire By 55. Can They Do It?
They also want to give their two children $30,000 each for weddings or a good start in adult life Situation: Couple in mid-30s wants to retire…
How Much Gold Should I Hold?
To download PDF version of this article I am asked this question often by both investors and advisors, and there is no simple answer. First,…
Are You A DIY Investor?
Direct fund investing, without an intermediary to advise you, is not for everyone In the five-plus years that the mutual funds regulator has forced all…
How To Ditch Your Advisor and Become a DIY Investor
Interview with Dan Bortolotti the Canadian Couch Potato on how to break up with your financial advisor and invest your money in ETFs and index…
5 Reasons to Convince Your Parents to Get Out of Mutual Funds
We’ve all probably met a financial advisor who told us to buy a “balanced mutual fund,” and hard sold their own company’s “top performing” fund….
Newly Wealthy Clients Need Help with Shifting Priorities
Windfall recipients intend to pay off debts and share their newly acquired wealth with friends, family and charity A client who receives a significant sum…