Posts by Robb Engen
Weekend Reading: Best All-In-One ETFs Edition
I’m a big fan of all-in-one ETFs and indeed invest my own money in Vanguard’s VEQT – the 100% equity version of its all-in-one balanced ETFs. These ETFs are a game changer for self-directed investors who want to invest in a low cost, broadly diversified, and automatically rebalanced portfolio. Vanguard was first to launch its…
Read MoreWeekend Reading: When To Take CPP Edition
Last week I previewed Fred Vettese’s completely updated and revised edition of Retirement Income For Life. I’m giving away an extra copy of the book and asked readers to enter to win by sharing when they took (or plan to take) CPP. The results were interesting. The vast majority of responses were in favour of…
Read MoreWeekend Reading: Retirement Income For Life Giveaway Edition
Fred Vettese is one of Canada’s leading retirement planning experts. The former chief actuary for Morneau Shepell spent his entire career working within Canada’s retirement income system. He’s written three books on retirement, including The Real Retirement, co-authored with former Finance Minister Bill Morneau, and The Essential Retirement Guide: A Contrarian’s Perspective. Mr. Vettese’s latest…
Read MoreWeekend Reading: Airbnb Resurgence (and IPO) Edition
Our kids were off school during Thanksgiving week so we took a much needed mini vacation to Canmore / Banff. There were plenty of deals to be found that week and so we splurged on a penthouse condo with a private hot tub (through Airbnb). It was so nice to get away from the mundane…
Read MoreAddressing Major Gaps In Your Retirement Plan
A good majority of my clients reach out to me looking for retirement planning advice. They want to know if they have enough assets to retire comfortably, how much longer they should work, what type of investment strategy makes sense in retirement, when to take CPP and OAS, and how to set up tax efficient…
Read MoreRE Royalties Green Bonds Secured 6% Annual Return
This post is sponsored by RE Royalties. All opinions are my own. The federal government’s recent throne speech put climate change and sustainability at the forefront, making it abundantly clear that the future of economic and job growth will be led by investments in green technology. This shift towards more sustainable investing is not only…
Read MoreWeekend Reading: Investing Before The U.S. Election Edition
Many investors tend to be nervous about their portfolio and the direction of the stock market during an election year. You may even think it’s wise to hold off on investing a lump sum of cash until after the election is over. This behaviour comes from the belief that markets are more volatile leading up…
Read MoreMoney Bag: Couch Potato Returns, First Investment, Early CPP, and More
Welcome to the Money Bag, where I answer questions and address comments from readers on a wide range of money topics, myths, and perceptions about money. No question is off limits, so hit me up in the comments section or send me an email about any money topic that’s on your mind. This edition of the Money Bag…
Read MoreWeekend Reading: The Psychology Of Money Edition
I’ve been reading Morgan Housel’s work for years and sharing his thoughtful lessons about money and investing. He has the rare ability to tell stories that connect the past with the present, while unpacking all the useful tidbits that apply to our own lives and personal finances. That’s why I was excited to read Mr.…
Read More3 Easy Ways To Build An Investment Portfolio On The Cheap
I ditched my financial advisor more than a decade ago and started investing on my own. I was fed up with paying high fees for underperforming mutual funds. Dividend paying stocks were growing in popularity and so I decided to take the plunge and build my own portfolio of blue-chip companies. Several years later I…
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