Personal Wealth

New Ebook: A Better Way to Fund Your Retirement

Figuring out how to fund your retirement from your savings has been called the most difficult challenge in personal finance. This eBook is here to help. It explains your options and provides you with strategies to get: a steady income throughout your retirement, more income without saving more, peace of mind that you’re on the right track. 

Personal Wealth

Should I Borrow to Invest While Markets are Down?

With stock markets down significantly across the globe as a result of the novel coronavirus in a matter of a month, it’s tempting to think stock markets are on sale and that you need to take advantage of that. Most don’t have large amounts of cash lying around, so borrowing to invest is one way to access that cash.

Personal Wealth

Rational Reminder Podcast: Taking Back your Amygdala and Flourishing Through a Crisis with Dr. Moira Somers and Dave Goetsch (EP.92)

In this episode, we take a less analytical position on the current situation to focus more on the behavioral side of things. Joining us are two returning guests, Dr. Moira Somers and Dave Goetsch, who share their unique perspectives in a very real and at times refreshingly comical conversation about how people could most beneficially respond to this moment in time.

Personal Wealth

The Impact of March 2020 on Your Portfolio

We have just gone through one of the most difficult months for investors. The worst part of it wasn’t the steep decline in our portfolio values, it’s been not knowing what’s coming up next. While it is surreal to see the world economy freeze up due to the global pandemic, it’s important to remember that equity bear markets, and the damage they inflict on portfolios, are part of an investor’s life.

Personal Wealth

The Rational Reminder Podcast 90- Part 2: Bear Markets: Always Different, Always the Same

In our second special release episode during the 2020 COVID-19 bear market we discussed a broad history of US bear markets from 1900 to 2020, the recent volatility in the bond market, bond ETF NAV spreads, a nuance in the legislation on tax-loss harvesting, and some of the tax-related changes that Canada has rolled out in light of the current situation.