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The Globe and Mail's Smart Money section is dedicated to giving you what you need to manage your personal finances successfully and appears every Saturday in The Globe and Mail and on globeinvestor.com
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Can PEI couple retire early and live the good life now?
By Andrew Allentuck
Chuck Beider lives in Prince Edward Island where he manages a high-tech business. Pia, his wife, does programming for a government organization.In their mid-thirties, they have two kids, both preschoolers, and the standard-issue equipment for suburban living -- a large house, two cars and a lot of debt.
Novel ways to give to charity
By Tim Cestnick
If you haven't made your donations for 2001 yet, TIM CESTNICK has a few ideas to make your charitable giving more effective
Is Santa set to deliver?
By Caroline Alphonso
Traditionally, a rally takes place in the market during the last few days of the old year and the first couple of the new year. If you're considering bailing out of stocks, think twice, CAROLINE ALPHONSO writes
Year-end tax tips: Part II
By Tim Cestnick
This sequel to TIM CESTNICK'S end-of-year financial advice is geared toward employees, the self-employed and retirees
'Tis the season for yearly tax check
By Tim Cestnick
It's a good idea for everyone to take some time before the new year to make sure their finances are in order. Here's a to-do list from TIM CESTNICK to help with the task
Financial products on the cheap
By Rob Carrick
Many financial products have been commoditized, ROB CARRICK writes, so it makes sense to comparison shop. With that in mind, we've created a proprietary guide to low-cost Canadian services
Beware the wounded bear
By Dave Ebner
North American stocks have soared above their September lows but many analysts are skeptical about whether this market is really out of the woods, DAVE EBNER finds
Estate planning: How to prepare for the worst
By Caroline Alphonso
Many Canadians often delay putting their affairs in order. If people knew what troubles can arise when one dies without a will, they would be less likely to avoid this task, CAROLINE ALPHONSO writes
Time to renegotiate your mortgage?
By Caroline Alphonso
Rates have not been this low in decades, but if you plan to refinance you should make sure the penalty you pay to break a contract does not negate the gains you are making, CAROLINE ALPHONSO writes
Reading, writing and personal finance
By Caroline Alphonso
It's never too early to teach your children how to manage their money, CAROLINE ALPHONSO writes
The trouble with ETFs
By Andrew Allentuck
These index holdings have been hammered, but the long-term outlook remains bright for investors, ROB CARRICK writes
Newlyweds find it's tough to have it all
By Andrew Allentuck
For newlyweds Jack and Penelope Pipe, life ought to be pretty good in their downtown Toronto apartment. Yet in spite of a combined income of $85,000 a year, no kids and no significant liabilities, the Pipes, (not their real names), find that keeping up with costs is hard.
Hedge funds riding the bear
By Rob Carrick
Growth in the fund industry has stagnated along with stock prices, so fund firms are developing new products that take advantage of downturns and appeal to sophisticated investors, ROB CARRICK finds
Markets: Everything has changed
By Carolyn Leitch
Our quarterly roundtable predicts that uncertainty will overhang North American stock exchanges for at least the remainder of the year, CAROLYN LEITCH writes
The not-so-golden years?
By Andrew Allentuck
With stocks down sharply and interest rates low, retirees face tough choices to maintain income, ANDREW ALLENTUCK writes
Shelter from the storm
By Rob Carrick
While catastrophes can send markets reeling, the most basic step in portfolio disaster readiness is diversification, ROB CARRICK writes
High-tech sirens fail to lure investor
By Tony Martin
TONY MARTIN interviews a Regina man who has done well by paying off the mortgage to free up investment cash
TD Waterhouse gets top on-line grades
By Rob Carrick
In our third annual survey, ROB CARRICK finds that many brokers have improved, despite the prevailing tough market conditions
Budget helps grad keep debts down
By Tony Martin
TONY MARTIN profiles a young man new to the work force who learned about investing as a teen
Earn less, live more
By David Pyette
Author Alan Dickson measures riches in terms of leisure time spent with family and friends. He'd like to help you do the same, DAVID PYETTE writes
Great car bargains abound in the dog days of summer
By Jeremy Cato
Bana Oshana had her heart set on owning a brand new sport-utility vehicle on a budget dictating a monthly payment of less than $500.
BEST BUYS
A weekly scorecard of some of the lowest and highest rates and yields across Canada. The survey of mortgages, GICs and car loans - taken from a sample of companies by Cannex Financial Exchanges - covers posted rates only so consumers may be able to haggle for a better deal at some financial institutions.
China: Going for gold
By Caroline Alphonso
The country's market potential got a boost when the Olympic Games were awarded to Beijing. Investors could take advantage of the opportunities, CAROLINE ALPHONSO writes
Are Argentina's problems contagious?
By Jeffrey Rubin
With global growth staggering to a crawl, emerging markets are once again showing signs of stress. This time it's Argentina.
Small stocks, big returns
By Dave Ebner
After years of being ignored by investors, small-cap stocks are enjoying a revival, DAVE EBNER writes
Tools of the on-line trade
By Rob Carrick
Using these Web sites, you can find as much information about the stock market as most pros, ROB CARRICK writes
A bang from the buck
By Carolyn Leitch
Some economists think the loonie is about to rise against the greenback. There are a few strategies investors can adopt to make some gains, CAROLYN LEITCH finds.
Cancer fighters
By Leonard Zehr
Canadian biotech firms are at the forefront in the war against this dreaded disease, biotechnology writer LEONARD ZEHR finds.
Active investor learns from his mistakes
By Tony Martin
TONY MARTIN profiles a stock picker who is a hands-on learner
The high cost of the high life
By Dave Ebner
In emulating the rarefied lifestyles and free-wheeling consumerism of the rich and famous, ordinary Canadians are getting deeper and deeper into debt, DAVE EBNER finds
Poor returns? Blame Canada
By Andrew Willis
How foreign content limits in your retirement portfolios are hurting your investments compared with those in the U.S.
The greening of Canadian investors
By Gail Vaz-Oxlade
Socially responsible investing is an option for those who would like to see their money support firms with values similar to their own
'Rocks and trees' back in vogue
By Carolyn Leitch
Commodity shares have come to the rescue of the Toronto market, drawing investors back to the sectors they shunned during the tech boom
Look beyond index-linked GICs
By Rob Carrick
They pay a few points more than GICs, but don't think that you're investing in the stock market in any meaningful way
Here are the ultimate competing portfolios - one blessed with virtue, the other more controversial.
A new deal from your broker
By Rob Carrick
For those with hefty investment portfolios, fee-based advice is on the rise.
Sucker rally or bull's rebirth?
By Andrew Bell
This week's Fed-fuelled market sprint was truly impressive but the rest of the year could be a frightening teeter-totter for blue-chip stocks
Taking a flyer on energy stocks
By Andrew Bell
Oil shares are trading at attractive levels - as long as the price of crude holds up
Misener leads pack in stock-picking contest
By Andrew Bell
With three months of the year gone, the C.I. Fund Management Inc. stock picker was whupping his rivals in our annual My One and Only stock picking contest.
The Mile High Club
By Andrew Bell and Dave Ebner
We applied an old-fashioned yardstick - the price-to-sales ratio - to generate a list of a dozen major Canadian stocks that appear vulnerable to a selloff.
The Bricks-and-Mortar Portfolio
By Andrew Bell, Dave Ebner And Eric Reguly
Here are 12 stalwart Canadian stocks picked using traditional valuation techniques.
The sound-sleep portfolio
By Andrew Willis
Good income vehicles are harder to find, but they do exist.
Insured for peace of mind
By Gail Vaz-Oxlade
Buying insurance won't save your life or restore your health but it will preserve your assets.
Best and Worst Fund Families
By Rob Carrick
The mutual fund families of Canada are a mixed bunch, performance-wise.
After the fall
By Andrew Bell
There are significant risks overhanging the stock, and it could go lower yet, Andrew Bell reports.
The new Canadian banks
By Andrew Willis
The Big Six have grown in starkly different directions in recent years -- and that has important implications for investors.
Fund pros' top picks
By Shirley Won
Mutual fund reporter SHIRLEY WON asked eight experts to venture their best bets for this year.
Beyond stock answers
By Rob Carrick
A plethora of companies is now producing independent investment research, ROB CARRICK writes. Sometimes there's a fee - but often it's free.
Eight top stock pickers faced off with a plastic Santa in our annual market sweepstakes - Santa won
By Andrew Bell
Santa earned a sizzling 179.2 per cent in 2000 with his selection of Denbury Resources Inc.
After the Fed: Outlook 2001
By Andrew Bell and Angela Barnes
Will the Greenspan rally hold? We went to four equity experts for answers
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