Posts by Dale Roberts
Retirees Can Sell Most Of Their Stocks As They Approach Retirement
Retirement can be a scary time for retirees who have considerable and even modest portfolios. We want to protect those assets. And certainly the risk tolerance level for most retirees will drop considerably. And that risk tolerance level will often drive the bus with respect to your allocation to bonds and cash and other risk…
Read MoreYear End Tax Traps For Investors
Who wants to give away their monies to government agencies? Raise your hand. Obviously there should be no hands going up right about now. The cliché is that you work hard for your money. You don’t want to give that money away, needlessly. As Canadians we can pay some very high tax rates on income…
Read More