Should Investors Brexit The Stock Market?

The long term economic and cultural fallout over Brexit is still very much up in the air. What is crystal clear, however, is that investors, economists, and market pundits overreacted (again) to the news of Britain’s departure from the European Union. Stock markets took a sharp decline late last week and investors were treated to headlines such…

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11 Model Portfolios To Simplify Your Investments

Using a robo-advisor can be a great way to lower your investment costs, diversify your portfolio, and reduce the time you spend worrying about investing. But if you’re a DIY investor like me then you can lower your costs even further by building a portfolio of index funds or ETFs on your own. Here are…

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The Ins and Outs of Income Trusts

Canadian income trusts were a beneficial alternative corporate structure for companies due to their lower tax liabilities. They are known as “flow-through” vehicles because taxation was avoided by paying out all earnings, less expenses, as dividends directly to unitholders. Income trusts first became popular investments in the early 2000’s when interest rates declined. The main…

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TD Direct Investing WebBroker Platform Review

I’ve been using TD’s discount brokerage since 2009 when I made the switch from mutual funds to DIY investing. At that time, the TD Direct Investing WebBroker platform left much to be desired. The legacy web design of TD WebBroker was clunky and difficult to navigate (with 55 different navigational links!), trades cost $29 each way, and…

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The Investor Awakens – A Star Wars Guide To Investing

This is a guest post by Daniel who blogs at Urban Departures to help families set their personal finances on autopilot. His knack for saving fuels his love for travelling. He shares his secrets in Grow Them Savings, a one of a kind course designed to simplify investing for people with better things to do.…

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Why Indexing Doesn’t Mean Settling For Average Returns

Why are you settling for average returns? That’s one of the biggest criticisms I received after selling my portfolio of dividend stocks and switching to a two-ETF passive indexing approach last year. It’s true, I had thrown in the towel and given up on beating the market. But what many stock-pickers fail to understand is that index…

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Nest Wealth vs. Wealthsimple: A Tale of Two Robo-Advisors

This post provides a detailed review of Nest Wealth and Wealthsimple, comparing two of Canada’s leading robo-advisors for your online investing needs. If we’ve learned anything over the past 10 years, thanks to the likes of Uber and Netflix, it’s that no industry is immune to the impact of disruptive technology. Now Canada’s big banks…

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Worry-Proof Your Investment Plan

When it comes to our financial futures, the one thing we’re most scared of is uncertainty. It would be great if we could look into a crystal ball to see what the future will hold. When you devise your investment plan a lot of assumptions have to be made because we just don’t know what…

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BMO SmartFolio Review

This is a sponsored post written by me on behalf of BMO. All opinions are 100% mine. The emergence of online portfolio management has begun to reshape the investment landscape in Canada and the U.S. The market is estimated to reach assets under management of $300B in North America by 2020. With more than half…

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