#beatthebank
Well, 2020 was a wild year for investors! Markets will continue to bounce around but I hope the 2021 ride is not quite so bumpy. Alas, as always, we must expect the unexpected. Top Picks In both January 2019 and January 2020,... Read More
Thinking about making the switch? My latest MoneySense article is for you!... Read More
Canadians deserve true fee transparency. The solution is simple. Opinion: Simple steps would help investors make more informed decisions... Read More
I have mentioned previously that extremely low interest rates make stocks more valuable. Some readers have asked me to explain further. Consider the following simple example. Annette wants to invest $100,000 for a 10-year time frame. She is considering 10-year... Read More
How to make your retirement savings go farther and last longer... Read More
Beat the Bank was published two years ago this month. Since then, an increasing number of Canadians have realized they haven’t been well served by the traditional, high cost investment industry (“Old Bay Street”). Thousands of Canadians have switched to various... Read More
I hope you and your family are managing to navigate your way through this crisis. All of us are all facing uncertainty. No one knows how the crisis will play out. Given the severe economic slowdown, many people are questioning how the... Read More
Ever increasing numbers of Canadians are considering switching from high cost mutual funds to lower cost investment alternatives. But what about capital gains tax if those funds are held in non-registered accounts (i.e. outside TFSAs, RRSPs, RRIFs, RESPs, etc.)? Will... Read More
Check out my conversation with Stephanie Wolfe on the Collective Wealth Podcast.... Read More
Check out my conversation with Jessica Moorhouse on the Mo’ Money Podcast.... Read More