The bucket strategy divides your investment assets into three categories. The Immediate or Short-Term Bucket This bucket covers a period lasting between two to five years. Money in this category is typically held in savings accounts, Guaranteed Investment Certificates (GICs), and Short-Term Fixed-Income (Bond) Funds. Assets in...
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While avoiding direct military engagement with Russian military forces, governments around the world have enacted a variety of sanctions that have significantly harmed Russia’s economic circumstances. Russia’s stock market has been closed since February 25, 2022. Russia has generally been included in emerging markets indices....
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“But Statman says for some people that’s like telling an Orthodox Jew he should save money by buying cheaper cuts of pork and donate the extra money to the synagogue.” – Dan Bortolotti referring to Meir Statman in “More on socially responsible index investing.” This reference...
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There is a temptation to view financial planning as little more than a dressed-up term for investment advice. Having worked in the investment industry for over a decade, it is a view I am tempted to follow. However, financial planning involves a much broader range...
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Environmental, Social and Governance (ESG) Investing My introduction to Socially Responsible Investing began at church. Michael Jantzi, who was raised in the church where I was then a pastor in London, Ontario, and where his parents were still members at that time, came one Sunday from...
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More Choice Is Not Always Better In liberal societies, the usual understanding is that the more choice we have the better. Freedom is about having the ability to choose. Instead, however, what we often find is what is termed “analysis paralysis.” We are given so many...
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