It's a good idea for novice and expert investors alike to check their portfolios periodically, reassess and rebalance as necessary. And while's there's nothing particularly special about July versus ...

Inflows into mutual funds surged 81% year-on-year (YoY) in July 2025, to over Rs 427 billion (bn). Many individual investors (retail and HNIs) are shunning bank fixed deposits for mutual funds in the ...

A new Morningstar Research survey finds 52 per cent of Canadian financial advisors say their clients expect a higher degree ...

You can build a couch-potato portfolio in three simple ways—using index mutual funds, index ETFs, or asset-allocation ETFs. But before we dive into these further, an important note. The following ...

Before Diwali, it’s important to ensure you have enough liquid cash or easily accessible funds to cover these short-term ...

Given the fact we’ve passed the halfway mark of the year, now is a great time for investors to consider a portfolio check. Investors who are either starting out or seasoned long-term investors know ...

As the harvest starts to come in and Thanksgiving is fast approaching, Canadian investors are tightening their belts because stocks wilted this summer. The recent tumble inspired me to check in on the ...

The Canadian stock market bounced off its October lows and is tantalizingly close to being in the black for the year. So, instead of lumps of coal, investors might dream of new all-time highs while ...