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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
Articles in this archive may be purchased for a small fee. Click the article headline to find out more.
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Before you decide to rebalance, you need to benchmark your investments against major stock and bond indexes, ROB CARRICK writes
A fund down on its luck can be more rewarding than the latest stars, ROB CARRICK writes
Stock reports are essential tools for investors, ROB CARRICK writes. Here's how to find out what analysts are saying
Other than for convenience, it's hard to find a good reason to invest in a wrap, ROB CARRICK writes. Fees are high, returns mediocre
ROB CARRICK uncovers some low-fee gems in the product lineups of large mutual fund firms
There are steps you can take to find out which of your funds are keepers and which aren't, writes ROB CARRICK
A couple we'll call Vivian and Susan have a good life in British Columbia. Their home is far from the urban rat race, but their village offers few ways to make money. The result is their combined incomes, about $45,000, barely cover expenses.
Dividend growth beats high yields in the long run, ROB CARRICK writes
While it can be an elusive target for investors, there are ways to increase your exposure to the world's fastest-growing major economy, ROB CARRICK writes
You'd think the widely held, big equity funds would be good performers, ROB CARRICK says, but our survey shows it's not always so
Frugal pair are advised to concentrate on near-term plans, rather than on a distant financial target, to ensure their success
While it gives some a sense of security, timing is everything, John Heinzl writes
Entering the final quarter of the year, Carolyn Leitch asked four market pros for their views on how markets will fare in the face of high oil prices, a slowing economy, fading profit growth and the prospect of a new U.S. president
Thousands of Canadians are selling their homes without a broker. It's a lot of work. It may also annoy local realtors. DAVID AKIN reports
View all September 25 articles
Mergers are no longer part of the equation, but picking bank stocks has never been so difficult.
View all September 18 articles
In his latest annual survey, ROB CARRICK assessed 12 brokers, and handed InvestorLine first place for the third year in a row
View all September 11 articles
Retired investor a big fan of trusts, small caps
If you're scratching your head over your mutual fund statement, you're in good company, KEITH DAMSELL writes. A panel of industry experts we assembled found many of them leaving a lot to be desired
Some managers preach caution, saying easy money has been made. DAVID AKIN
When it comes to financing a degree, planning is crucial, ERIN POOLEY writes
This week, TONY MARTIN profiles an investor whose safeguard is to limit his equity holdings to 10 per cent of his net worth
Finding a quality renter for an income property can be challenging at the best of times, JOHN HEINZL writes
You may be around longer than you expect, ROB CARRICK writes. Financial planning is the key to prospering if you live long
This week, TONY MARTIN profiles a 40-year-old MBA who has had her ups and downs dealing with various financial advisers
For many individuals, the end of a marriage creates financial problems that didn't exist before trouble hit, ERIN POOLEY writes
Hedge your bets, even if they're sure home runs. Emil Simon's approach to investing rests on a belief that nobody -- you, your adviser, or the hundreds of market pundits out there -- has all the facts.
Whether you'll be better off depends on where you move, TIM CESTNICK writes
You might as well pick the fund that is less likely to lose big time in the future, TONY MARTIN writes
Communication and full disclosure on financial matters are crucial to a successful marriage, Richard Bloom writes
This week, TONY MARTIN profiles an investor who has taken some tips from prospectors passing through his remote town
Having brutal cash flow: 'Barbara and Sam have serious decisions to make'
You'll enjoy your holiday more if you take the time to plan your finances, CAROLYN LEITCH writes
Even with higher rates, GIC investors may need to branch out, ROB CARRICK explains
This week, TONY MARTIN profiles a recently retired philosophy professor who was faced with a limited range of investment choices
In a small town in Ontario, Bob and Willa Dancer (not their real names) are living a pleasant but financially complex retirement based on Canadian and British company and government pensions and a home-based business. At their respective ages of 68 and 66, they have a combined, pretax income of almost $83,000 a year, a house nearly paid for and two cars.
Tax season is in full swing, and thousands of Canadians will be filing their returns in the next two weeks. Many have filed already, but procrastinators abound at tax time.
Tax season is in full swing, and thousands of Canadians will be filing their returns in the next two weeks. Many have filed already, but procrastinators abound at tax time.
In a small town in Ontario, Mildred Johnson (not her real name) is coming to terms with cancer. Stricken a decade ago, the 50-year-old businesswoman wants to retire in seven years, but her life expectancy is affected by her illness.
More young Canadians are turning to them for their first home, CAROLYN LEITCH writes
This type of insurance can be a hard sell, CAROLYN LEITCH writes, but people need to be prepared should illness or accident strike
When debt becomes too much, some people take a drastic measure that turns their assets over to a trustee, SHOWWEI CHU writes
Financial training does not automatically lead to monetary success. That seems to be the story of the recent life of Montreal investment executive Yvette LaChance (not her real name). She has an MBA, but she admits that she is ''low on the learning curve'' of finance.
Managed or wrap accounts are a costly but comfortable choice as all-in-one portfolios do the work for you, ROB CARRICK writes
If you've left making an RRSP contribution to the 11th hour, not to worry. The experts have some tips for you, Carolyn Leitch writes
Some reads can pay dividends during RRSP season, John Heinzl writes
Cheap, flexible exchange-traded funds can make ideal building blocks, ROB CARRICK suggests
Whether you are a novice or a sophisticated investor, ROB CARRICK rates the choices
@rgentum Mgmt and Research Corp. 877-274-3688ABC Funds 888-673-6222AEGON Fund Management Inc. 866-462-9946AGF Funds Inc. 800-268-8583AIC Limited 800-263-2144
Experts tell ANGELA BARNES and DAVID PARKINSON that they expect to see a major spread between Canadian and American growth rates
Irwin Michael's specialty is sniffing out undervalued stocks. But after last year's market surge, the manager of ABC Funds has to dig deeper to uncover hidden gems.''It's becoming tougher and tougher,'' he says. ''A year ago we looked at three stocks to buy one. Now, we look at 10.''
Do you want the good news first, or the bad news?The hot personal finance and investing trends of 2003 have a little of both in them. The major stock indexes surged, but some of the most widely held mutual funds couldn't keep up. The big banks started getting serious about mortgage discounting, but they also got greedy with bank machine fees.
Rallying stock markets have helped investors get their groove back. The first annual Globe Investor on-line survey has found a realistic level of optimism about the year ahead for stocks and a surprising level of equanimity about the ravages of a long bear market that lasted well into 2003.
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GlobeinvestorGOLD
Wednesday, March 01 at 04:54 AMMoves above 88 cents (U.S.) for the first time since December, 1991; welcome news for Canadian travellers on the eve of March break
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