Reading Time: 3 minutes An ETF is a low-cost mutual-like fund that trades on the stock market, with a significantly different fee structure
Author: Bill Green
Bill Green is a financial and estate planner, public speaker and the author of The Success Tax Shuffle. Bill has over 26 years of experience in the financial services industry.
Comparing investment returns is a tricky task
Reading Time: 3 minutes Each investor is unique in their goals and personal risk tolerance, so their investment portfolio should be customized to their situation
Managing your investments over the short and long terms
Reading Time: 3 minutes Investors often purchase investments that don’t suit their intended time frame. Do your homework, know your risk tolerance and be clear on your expectations
Home is where the heart is – and where the costs can pile up
Reading Time: 3 minutes When it comes to owning a home versus renting, you can’t just compare the amount of rent you would pay to the amount of a mortgage payment
Hidden or visible, you’re paying investment fees
Reading Time: 3 minutes Be smart, shop around and make sure you’re aware of the total fees you pay and what you’re getting for them
Protect yourself from financial phishing
Reading Time: 4 minutes Fraudulent emails, often containing links or attachments, are dangerous
Debt doesn’t always have to be a four-letter word
Reading Time: 3 minutes Using debt in your financial planning is a good strategy, but exercise caution and discuss all the risks and rewards with your accountant and planner first
RRSP or TFSA? Sorting out an investor’s dilemma
Reading Time: 3 minutes If you build up the money in your TFSA while you’re working, you can draw from it tax-free any time
Understanding and comparing investment returns
Reading Time: 3 minutes Keep in mind that, despite new disclosure rules to increase transparency, the fee shown on your investment report may not be the total fee you paid your adviser
Do you need mortgage insurance?
Reading Time: 3 minutes It depends. As with all financial planning questions, no one answer fits every situation