Steve's Investing Insights

Interest rates are rising (or falling): What should I do with my bond investments?
Question: What should I do about bond market news? Answer: There is rarely a lack of breaking news related to Canadian, U.S. and global bond

What is an Investment Policy Statement and what should it include?
Your Investment Policy Statement (IPS) is one of the best ways we know of to ensure that you are investing according to a carefully considered

Cash is not king: A better investment strategy for your TFSA
The good news is that Tax Free Savings Accounts (TFSAs) are finally garnering wider use. According to BMO Financial Group’s 2013 Annual TFSA report, nearly
For what it’s worth: Avoiding “Tracking-Error Regret”
One way that many investors measure financial success is by comparing their returns against popular benchmarks like the S&P/TSX Composite Index. It can be comforting
Should I own ETFs?
Ever since Exchange-Traded Funds (ETFs) were popularized in the 1990s, a recurring, natural question we hear is, “Should I own ETFs?” The question is often
The greatest disservice your financial advisor can offer
In Business Marketing 101, one of the first things they teach is the importance of having an “elevator speech” ready to deliver whenever somebody asks
