In this short video, I talk about the types of stocks that have outperformed the broad US market historically, and plant the seeds for a deeper look at why factors exist and how we should implement them in portfolios.
In this short video, I contrast a conventional actively-managed mutual fund against an index fund. I walk through a fact sheet for a live index fund ETF. And I show the long-term benefit of using index funds in terms of performance.
In this video, I walk through the Russian component of the DFA Global portfolios, market returns since the invasion of Ukraine last week Thursday, and long-term perspective on the impact of crises on investments.
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?