Insights

In this video, I walk through a simple whiteboard to illustrate the power of deferring taxes now to your retirement when you expect your taxes to be lower.

While keeping your investments safe and sound in your bank account may seem like a good way to save for the short term, it leaves you open to an equally serious risk: inflation.

If you hold onto your vested RSU shares, and those shares start to pile up in your brokerage account, you may have a bit of extra work at tax time. In this video, I explain your foreign tax reporting obligations when you own foreign shares.

When your RSU's vest, your employer will withhold taxes and remit to the CRA on your behalf. But, those withholdings are just estimates. Check out this video to learn more.

January is the time for forecasts. How useful are investing forecasts for global investors?

Equity markets have been off to a bumpy start so far in 2022. Does this forecast negative returns for the year?

Learn about the evidence why indexing beats traditional active management over the long run. This documentary was created by Index Fund Advisors.

Dimensional’s Mark Gochnour and Jake DeKinder offer key questions for evaluating investment strategies and review the benefits of following a research-driven approach based on the power of markets. Topics include comparing approaches across the broad investment landscape identifying key drivers of performance and increasing the potential for higher returns. Recorded on April 24, 2020.

Dimensional’s Mark Gochnour and Jake DeKinder offer a perspective on the 2020 financial markets and give historical context to the recent performance of value and growth stocks, as well as other segments. They also discuss how past economic events have impacted market returns and highlight the importance of thinking long term.

In a recent webcast, Dimensional Co-CEO and Chief Investment Officer Gerard O’Reilly spoke on the performance of value stocks relative to growth stocks, addressing the theory and data supporting a value premium.