Insights

Rising U.S. bond yields have pundits sounding alarm bells, but history tells a calmer story. This week’s newsletter unpacks what 5 % yields really mean, shows why the bond market isn’t in meltdown, debunks “doom” forecasts, and explains why low-cost, diversified portfolios still outshine pricey active managers—with a bonus video on FIRE, renting vs. buying, and more.

Inheriting stock can feel like a gift—but it also comes with big decisions.In this video, I walk through a real-life situation where a retiree inherited a large single stock position and wasn’t sure whether to keep it or sell it.

In this video, I’m going to walk you through the 5 big decisions that retirees need to think about as they plan out their retirement investment plan. If you get these 5 decisions correct, you will be able to enjoy a virtually stress-free retirement when it comes to your investment portfolio.

I invited Markus on the channel today to have a conversation with me about it. We talked about why people in their 50’s and 60’s are susceptible to falling for investment fads and schemes, stories from his nearly 2 decades working with Canadian retail investors, different types of risky investments that can draw people in, and Markus shares some words of wisdom that may help you avoid being pulled into a risky investment scheme.

In today's episode, I answer your questions, including answers to the following: 1) CPP vs OAS deferral 2) Income investment strategies 3) Inflation 4) RRSP or TFSA for children - which one is better? 5) TFSA's in Retirement 6) RRSP Meltdowns