Exchange-traded funds (ETFs) may have a place in your portfolio. That’s because, unlike many other financial innovations, they don’t load you up with heavy management fees, or tie you down with high redemption charges if you decide to get out of them. Instead, they give you a low-cost, flexible, convenient alternative to mutual funds. ETFs are also getting a boost …read more »
Canadian stock options can generate a lot of money for your broker, but here’s seven ways they can cost you even more
Trading Canadian stock options can generate a lot of brokerage commissions, which is why some young, aggressive brokers recommend them for their clients. That’s despite all the talk this year about the need to impose fiduciary standard across the wealth …read more »
Conservative investors have many opportunities to profit from aggressive investments. Here are some tips.
Most of the aggressive investments we recommend in our Stock Pickers Digest newsletter expose you to more risk than you’ll find in the recommendations of our flagship advisory, The Successful Investor. But you can minimize that extra risk—and expand your profit—by applying …read more »
Asset allocation funds aim to improve returns and/or reduce risk by switching back and forth among stocks, bonds and cash. We think they are likely to hurt your portfolio returns rather than enhance them.
Asset allocation funds are mutual funds whose managers believe they can improve returns and/or reduce risk by switching back and forth among stocks, bonds and …read more »
These 3 estate planning tips will leave your heirs a substantial and well-managed estate
As part of their retirement planning, investors (including members of our Inner Circle service) sometimes ask us for estate planning tips to help them set up their finances so they can be easily managed after their death.
When you’re doing this kind of retirement …read more »
You can cut your aggressive investing risk by applying these five key investing tips.
Aggressive investing stock picks can give you bigger gains than conservative selections. But they can also give you bigger losses. Aggressive stocks are only suitable for investors who can accept substantial risk. You can be wrong on any of your stock picks, of …read more »
Stock market cycles occur repeatedly—but instead of trying to time them, focus on building a portfolio of high-quality stocks
Stock market cycles occur repeatedly—and there are any number of theories as to which sectors will outperform at any given short term stage of the cycle. But trying to pick winning sectors—and staying out of other sectors—seldom works over …read more »
Sometimes it’s better to just pay the Canadian capital gains tax, which can actually save you money and make your investments more profitable.
Investors are always concerned with minimizing their tax liabilities. But sometimes you are better off simply paying your taxes.
For example, here is a story about a client of our Successful Investor Wealth …read more »
Profiting from the global stock market has never been easier for investors
High-quality stocks in the global stock market are a great way to diversify your portfolio. Moreover, many emerging markets, like China and India, have strong growth prospects. That’s because their population is generally younger than North Americans, and more of them have the potential to …read more »
The best income stocks have consistently paid dividends for many years.
Picking the best income stocks has become all the more important for income-seeking investors over the last few years. That’s mainly due to today’s low interest rates cutting bond yields and yields on other fixed-income investments.
But even if you don’t need current income from your portfolio, …read more »