Canadian

Investors often ask us for our opinion on borrowing money to invest in stocks. We think that borrowing to make stock market investments can be a good strategy for some investors under certain circumstances. You’ll benefit most from this strategy by sticking with well-established, dividend-paying stocks, like the ones we recommend in our Canadian Wealth Advisor newsletter.

Here are 3 …read more »

Members of Pat McKeough’s Inner Circle enjoy a double benefit when it comes to taking advantage of our investment research. They get to address investment questions directly to Pat and his research associates; AND they get to see all other members’ questions, and our answers (of course, we eliminate any personal information). Members usually ask about stocks they own or …read more »

Exchange-traded funds (ETFs) are one of the more benign financial innovations to come along in the past few years.

ETFs are set up to mirror the performance of a stock-market index or sub-index. They hold a more-or-less fixed selection of securities that represent the holdings that go into the calculation of the index or sub-index.

ETFs trade on stock exchanges, just …read more »

Even though today’s house prices are high, mortgage interest costs are near historic lows. And owning your own home has a number of advantages.

For example, owning your house is a great tax shelter. That’s because gains on your principal residence are exempt from capital-gains taxes. However, this tax benefit only applies to your principal residence. You must still pay …read more »

Now that the Olympic flame is out in Vancouver, the attention of the sporting world is starting to turn to the next winter games, in Sochi, Russia, in 2014.

That’s also true of the investing world, as companies line up to get a piece of the roughly $12 billion (Canadian) that is being spent to build the Russian Olympics in Sochi. …read more »

Discover how to structure your investment portfolio in a way that could save you thousands of dollars

Click here to immediately download our new free report, Capital Gains Canada: 7 Secrets for Managing your Canadian Capital Gains Tax Liabilities.

As you consider how to manage your tax bill for the current income-tax season, you really shouldn’t be without our new free report, …read more »

We think investors will profit most — and with the least risk — by buying shares of well-established, dividend-paying stocks with strong business prospects.

These are companies that have strong positions in healthy industries. They also have strong management that will make the right moves to remain competitive in a changing marketplace.

Here are 3 ways dividend paying stocks can help …read more »

Annuities have a lot of rigid terms that can work for or against you.

The main benefit of annuities is that they offer stable, predictable income. That may make them suitable for part of your assets, depending on your age, investment experience, the time you want to devote to your investments, your desire to leave an estate to your heirs …read more »

One of our key rules for successful investing is to diversify — spread your money out across most, if not all, of the five main economic sectors: Manufacturing & Industry; Resources & Commodities; Consumer; Finance; and Utilities.

So you can get a sense of how you can put this investing strategy to work on your portfolio, I’d like to share …read more »

Many Canadian firms have tried to expand into the U.S. over the years. Some, like Tim Hortons (symbol THI on Toronto), have had difficulty in the United States. Other companies’ expansion efforts have failed miserably.

Canadian Tire (symbol CTC.A on Toronto) provides a memorable example of a failed U.S. expansion. In 1982, the retailer bought a chain of Whites automotive-retail …read more »