Determining an appropriate asset allocation is one of the most important decisions an investor will ever make.
What’s the best way to get started with index investing? The financial media have fallen in love with exchange-traded funds, and investors are bombarded with the message that ETFs are the best tools available. For professional advisors and experienced investors with large portfolios, they usually are.
“Asset location” involves finding the most tax-efficient account type for each holding in a portfolio.
We have written several articles about foreign withholding taxes on the PWL Capital and Canadian Couch Potato blogs, including explanations of which fund structures are best held in which types of account.
When you perform Norbert’s gambit in a non-registered account at TD Direct Investing, most of the steps are the same as in an RRSP.
Scotia iTRADE launched its US-Friendly RRSP Account Service in January 2011.
Savvy DIY investors have long used a technique called “Norbert’s gambit” to sidestep these steep currency conversion costs. The name comes from Norbert Schlenker, an investment advisor in B.C. who was the first to popularize it.
Savvy DIY investors have long used a technique called “Norbert’s gambit” to sidestep these steep currency conversion costs.
No one likes losing money on an investment, but claiming capital losses can reduce your tax bill and ease the pain.