Tag Archives: Portfolio

6 Ways to Give Your Portfolio a Spring Tune Up


After a cold, hard Canadian winter, there’s nothing like those early signs of spring – the days start to stretch longer and all that snow begins to recede. True, it might still be a while before you can ditch your coat and your snow tires, but there are other ways to mark the turn of the season. MORE

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Sad intros to investing: what I – and my adviser – did wrong


It was an ad in the subway that inspired me to start contributing to an RRSP at the hot young age of 21; the ad featured a simple but colourful graph that showed how investing in your 20s would get you that much further ahead than starting in your 30s or 40s. MORE

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Beware of Too Good to Be True Investments


Your best defense against getting drawn into too-good-to-be-true investments lies in understanding a bit about psychology. The marketplace is masterful at using greed to entice you into buying something. Back in the late 1990s one of the most common emails I received from readers was about commuting a pension – i.e., taking it in a cash lump sum rather than as regular pension payments. MORE

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Care More About Your Money than Anyone Else


It’s a sad but universal truth that, generally speaking, no one cares more about your money than you do yourself. True, there’s a gigantic financial services industry all too willing to offer its services to “care” about your money on your behalf but, of course, that’s how they make THEIR money. MORE

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Asset Allocation


Asset allocation is a fancy phrase that simply means a plan, recipe or blueprint for your investments. For example, if you’re a conservative investor, you likely will want a good percentage of your investments in safe stuff, such as guaranteed investment certificates and bonds. MORE

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