Is My Portfolio Messed Up or OK?

For those of you who aren’t into biking, and maybe even for those of you who are, it’s time now for another case study. This time we have a friend whom I’ll call Mike. Mike wants to know whether his pension portfolio is messed up or OK. Let’s take a peek and see what help […]

There’s Something to Be Said About Dividends

Some of you probably care immensely about dividends. Some of you probably don’t even know what dividends are (except for free money in Monopoly). And some of you are probably like me: you know the basics and the concepts, but could stand to learn a bunch more to really take advantage of them. Well, a […]

New Downloads Available (Apr 26, 2018)

Check out the latest content added to the Downloads page! Excel Spreadsheet with pre-populated dividend fund distributions: Dividend Fund Distributions.xlsx Be sure to join the mailing list for free access.

Reader Case: Pension vs RRSP

Ok, so today we have our first Reader Case Study installment! I guess because this question came from a friend before they knew about the blog, it’s not technically a reader case study, but I’d like to think that they’re now a reader, so I’ll use some artistic liberty with my categories. Today’s question revolves […]