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Byline: ROB CARRICK; Staff A three-step plan to position your portfolio for the U.S. election, a potential recession, the rise of AI, black swan events, climate change and more: Hold [...]

Byline: NORMAN ROTHERY PhD, CFA, founder of StingyInvestor.com. The kids are back at school and looking forward to a successful year. The excitement - and trepidation - of returning to [...]

Byline: GORDON PAPE Editor and publisher of the Internet Wealth Builder and Income Investor newsletters Every stock in a portfolio doesn't have to be a big winner. You just need [...]

Byline: NORMAN ROTHERY PhD, CFA, founder of StingyInvestor.com I nvestors popped the bubbly as the stock market hit new highs in July but the party paused when the market wobbled [...]

Byline: JOHN HEINZL INVESTOR CLINIC I have a question about the adjusted cost base when one has the same security in different accounts. I have read that the ACB reported [...]

Byline: ROB CARRICK; Staff The end of 5-per-cent returns from GICs and similarly safe products has started the revival of downtrodden blue-chip dividend stocks. In recent months, stocks such as [...]

Byline: TOM BRADLEY CUTTING THROUGH THE NOISE Co-founder of Steadyhand Investment Management, a member of the Investment Hall of Fame and a champion of timeless investment principles On Monday of [...]

Byline: SAM SIVARAJAN Speaker, independent wealth management consultant and author of three books on investing and decision-making My daughter loves sports, but she doesn't like watching her teams play. She [...]

Byline: JAMES BRADSHAW; Staff Ontario Teachers' Pension Plan is polishing up its portfolios to get ready for a pickup in deal-making, but a slow market for mergers dominated by bargain-hunting [...]

Byline: NORMAN ROTHERY PhD, CFA and founder of StingyInvestor.com Some Canadian gardeners are starting to pick perfectly sized zucchini. Those of us who are less attentive will tarry and discover [...]

Byline: TOM BRADLEY CUTTING THROUGH THE NOISE Co-founder of Steadyhand Investment Management, a member of the Investment Hall of Fame and a champion of timeless investment principles There are all [...]

Byline: NORMAN ROTHERY PhD, CFA, founder of StingyInvestor.com Summer is here and tourists have flocked to downtown Toronto to enjoy the sights while others hightail it to cottages far from [...]

Diversifying strategies - lessons from success on the football pitch Constructing a well-rounded portfolio is like assembling a winning football team: it means selecting the right combination of individual talents [...]

Byline: IAN TAM NUMBER CRUNCHER Director of investment research for Morningstar Canada WHAT ARE WE LOOKING FOR? Canadian-listed actively managed ETFs in less common, or tougher to manage, fund categories. [...]

Byline: GORDON PAPE Editor and publisher of the Internet Wealth Builder and Income Investor newsletters An anxious friend asked me the other day why her energy stocks were going down. [...]

Byline: NORMAN ROTHERY Founder of StingyInvestor.com My local farmers' market returns to life at the start of June to serve up a fresh crop of asparagus. The vegetable sports an [...]

Byline: TOM BRADLEY Co-founder of Steadyhand Investment Management, a member of the Investment Hall of Fame and a champion of timeless investment principles Let me guess. When your portfolio returns [...]

Byline: NORMAN ROTHERY PhD, CFA and founder of StingyInvestor.com Easter offers children the opportunity to seek and devour chocolate eggs by the dozen. But older bargain seekers wait for postholiday [...]

In the competitive business landscape, a robust patent portfolio is a vital asset. It safeguards your intellectual property and fosters innovation. A well-managed patent portfolio can deter potential infringers. It [...]

Byline: DIANNE MALEY; Special to The Globe and Mail FINANCIAL FACELIFT After her husband died unexpectedly, Marjorie struggled to make sense of her new financial circumstances. He had handled the [...]

Byline: NORMAN ROTHERY INSIDE THE MARKET PhD, CFA and founder of StingyInvestor.com The little rascals at my local café recently enjoyed zooming hither and thither as their parents chased them [...]

Byline: JOHN HEINZL INVESTOR CLINIC After 30 years of investing I am questioning whether a portfolio should even contain Canadian dividend stocks. Over the past decade, I believe U.S. dividend [...]

Byline: ROB CARRICK; Staff There is more to answering the question of how good an adviser is than citing investment returns. There's financial planning, including debt, retirement, taxes and estate [...]

Byline: BENJAMIN FELIX Portfolio manager and head of research at PWL Capital. He co-hosts the Rational Reminder podcast and has a YouTube channel. He is a CFP® professional and a [...]

Byline: NORMAN ROTHERY PhD, CFA, founder of StingyInvestor.com Investors face some big choices when squirrelling away their cash in the stock market. They might put it into blue-chip dividend stocks [...]

Byline: BRENDA BOUW GLOBE ADVISOR THE MOVER Despite the market volatility and lingering fears of an economic downturn, money manager Greg Newman still believes we're in a bull market. 'Every [...]

Byline: NORMAN ROTHERY PhD, CFA, founder of StingyInvestor.com Winter has spread across the land and hibernating bears are dreaming of spring and better times. Many dividend investors also like to [...]

Byline: BRENDA BOUW THE MOVER Barry Schwartz doesn't spend much time worrying about which way the markets are heading. Instead, the executive vice-president and chief investment officer at Baskin Wealth [...]

If a strong investment portfolio consists of a few big winners and a dearth of embarrassing mistakes, then the basket of stocks created by Globe readers as part of our [...]

Byline: JOHN HEINZL INVESTOR CLINIC After last week's column about my model dividend portfolio, readers filled my inbox with questions. Today, I'll answer some of your queries. What criteria do [...]

Byline: SCOTT BARLOW; Staff There are still lists of stock picks for 2024 being published by Bay Street and Wall Street firms but Wells Fargo's top five portfolio ideas for [...]

Risk Intelligence Quantified Whether you want to enter new markets, stress test business scenarios, or assess mergers and acquisitions, you can do so with expert risk insight. WTW's Risk IQ [...]

The storm over the so-called 60/40 investment portfolio misses the point, our columnist says. The key issue is diversifying your portfolio, and that is as important as ever. It isn't [...]

Social Security's cost of living adjustment, coming next week, helps retirees keep up with their bills, but there are other strategies for coping. The Social Security cost of living adjustment [...]

Byline: TIM SHUFELT; Staff Those who swear by dividend-paying stocks haven't exactly been rewarded for their devotion this year. Dividend-oriented funds have lagged the market by a wide margin, in [...]

LONDON: PeopleCert has issued the following news release: PeopleCert, the global leader in best practices for IT service management, project, programme and portfolio management, has unveiled the latest version of [...]

PeopleCert has evolved PRINCE2 to meet the changing requirements of the modern workforce, by incorporating sustainability and AI into project management best practice. PRINCE2 7 has been designed to appeal [...]

Byline: Medora Lee, USA TODAY Soaring interest rates have rekindled Americans' penchant for fixed-income investments like bonds and money market funds, but experts warn that they should be prepared for [...]

Byline: ROB CARRICK; Staff One of the easiest ways to buy a 60-40 balanced portfolio just delivered a 12-month return of 10.5 per cent, and one of its competitors made [...]

Byline: JOEL SCHLESINGER; Special to The Globe and Mail Tax-free, high-yield income is likely to grab the attention of many retirees and their advisers, and that's exactly what an increasingly [...]

Byline: MICHAEL THOMSON, JEFFREY JOYNT INVESTMENT IDEAS Michael Thomson is a director with Alpha Financial Markets Consulting. Jeffrey Joynt is a consultant with Alpha Financial Markets Consulting. Direct indexing has [...]

Byline: NORMAN ROTHERY PhD, CFA, and the founder of StingyInvestor.com Summer is here and it's time to hightail it to the beach with a little spending money. To generate a [...]

Byline: NORMAN ROTHERY PhD, CFA, and the founder of StingyInvestor.com Amusement parks are open, and thrill-seekers are lining up to ride the roller coasters. I've lost my taste for such [...]