How often should you rebalance?
But markets do not stand still. Over time, some asset classes outperform while others lag. Stocks may surge ahead during a bull market. Bonds may stabilize the portfolio…
Read more How often should you rebalance?Tag: investing strategy
Guaranteed returns: Achieva GICs, a hidden gem of RRSP season – MoneySense
That’s where guaranteed investment certificates (GICs) can quietly shine. When used strategically, GICs can provide balance, certainty, and tax efficiency within an RRSP. And when those RRSP GICs…
Read more Guaranteed returns: Achieva GICs, a hidden gem of RRSP season – MoneySenseA simple guide to investing your first $500 – MoneySense
When you have a limited budget, every dollar has to work harder. The margin for error is slimmer, and the overwhelming number of financial products, from ETFs to…
Read more A simple guide to investing your first $500 – MoneySenseMeet the self-made billionaire who bought a nearly bankrupt company off Warren Buffett for $1,000 and turned it into a $98 billion giant | Fortune
A small investment made at the right moment has the power to launch ordinary people to millionaire status. All it took was $1,000 and an out-there idea for…
Read more Meet the self-made billionaire who bought a nearly bankrupt company off Warren Buffett for $1,000 and turned it into a $98 billion giant | FortuneYour TFSA reset for the new year – MoneySense
New TFSA contribution room Every Canadian resident aged 18 or older has $7,000 of new TFSA room as of January 1, 2026. This has been the annual maximum…
Read more Your TFSA reset for the new year – MoneySenseCan you hedge against a market crash with ETFs? – MoneySense
That approach, however, comes with trade-offs. Higher fees are a real issue, as many alternative strategies rely on active management. Complexity is another. Finding ETFs that genuinely diversify…
Read more Can you hedge against a market crash with ETFs? – MoneySense5 money moves to make before the end of the year – MoneySense
1. Revisit your budget Budgets are a great tool to help you stay on track with your spending and savings goals, but they need regular updates to maximize…
Read more 5 money moves to make before the end of the year – MoneySenseUnlocking the Annuity Puzzle: Why Canadians avoid what seems to be the perfect retirement vehicle – MoneySense
Financial planner Robb Engen recently tackled this puzzle in his Boomer & Echo blog, “Why Canadians avoid one of retirement’s most misunderstood tools.” Engen notes that experts like Finance professor…
Read more Unlocking the Annuity Puzzle: Why Canadians avoid what seems to be the perfect retirement vehicle – MoneySenseHow to tap into AI growth while managing risk – MoneySense
The tech sector has seen significant volatility recently, as speculation mounts on whether there’s an AI bubble percolating after a major rally. For young investors looking for a…
Read more How to tap into AI growth while managing risk – MoneySenseConsumer-first finance: How USDC Rewards are changing the game – MoneySense
Users can make transactions, save, and earn rewards on their stablecoins without the volatility often associated with cryptocurrencies. Some experts even believe that stablecoins and other crypto technologies…
Read more Consumer-first finance: How USDC Rewards are changing the game – MoneySenseA practical guide to Canadian REIT investing in 2025 – MoneySense
The chart below compares total returns, which measure both price appreciation and reinvested dividends, across major Canadian and U.S. equity benchmarks since 2016. While the S&P 500 and…
Read more A practical guide to Canadian REIT investing in 2025 – MoneySenseLegendary investor Warren Buffett marks 3 straight years as a net seller of stocks with a new CEO about to take charge at Berkshire | Fortune
Berkshire Hathaway’s third-quarter earnings report on Saturday revealed Warren Buffett continued to sell more stocks than he bought with the legendary investor poised to step down as CEO…
Read more Legendary investor Warren Buffett marks 3 straight years as a net seller of stocks with a new CEO about to take charge at Berkshire | FortuneThe 30-year-old obsessive networker who is dominating a wildly profitable niche on Wall Street known as ‘directs’ | Fortune
It was August 2023, and Matt Swain had five offers on the table for Triago, the company where he’d recently ascended to CEO. He’d built the mightily profitable…
Read more The 30-year-old obsessive networker who is dominating a wildly profitable niche on Wall Street known as ‘directs’ | FortuneWho you gonna trust: Barry Ritholtz or Jim Cramer? – MoneySense
The first can be regarded by retirees and those on the cusp of retirement as a must read: William Bengen’s A Richer Retirement, the long-awaited update of his classic…
Read more Who you gonna trust: Barry Ritholtz or Jim Cramer? – MoneySenseWhat’s behind the retreat in responsible investing? – MoneySense
The decline in RI usage was driven by fewer new advisors offering RI to clients, the 2025 Advisor RI Insights Study said. The proportion of clients using a…
Read more What’s behind the retreat in responsible investing? – MoneySenseStock news for investors: BlackBerry reports Q2 profit growth while Air Canada slashes guidance post-strike – MoneySense
On an adjusted basis, BlackBerry says it earned four cents US per share for the quarter compared with zero cents US per share a year earlier. Revenue for…
Read more Stock news for investors: BlackBerry reports Q2 profit growth while Air Canada slashes guidance post-strike – MoneySenseTrump wants to end a half-century-old mandate on how companies report earnings | Fortune
President Donald Trump wants corporations to “no longer be forced” to report earnings every quarter. In a Truth Social post on Monday, he said companies should instead only…
Read more Trump wants to end a half-century-old mandate on how companies report earnings | FortuneStock news for investors: Groupe Dynamite Q2 profit jumps to $63.9M on strong sales growth – MoneySense
The fashion retailer, which operates under the Garage and Dynamite banners, says its profit amounted to 56 cents per diluted share for the quarter ended Aug. 2, up…
Read more Stock news for investors: Groupe Dynamite Q2 profit jumps to $63.9M on strong sales growth – MoneySenseHow to build an advanced couch potato portfolio – MoneySense
They recognize, too, that there are more fish in the sea than the stock and bond indices represented in core portfolios. They may seek to spice up returns…
Read more How to build an advanced couch potato portfolio – MoneySenseHow to build a core couch potato portfolio – MoneySense
But before we dive into these further, an important note. The following options are meant to illustrate sample portfolios and do not constitute financial advice. If you haven’t…
Read more How to build a core couch potato portfolio – MoneySense