What is a Stock Split?

A couple of months ago, Apple and Tesla, split their stock. Apple did a four-for-one split and Tesla split its stock five-for-one. This made big news, but it is not always clear to the general public what this means.   What is a Forward Stock Split? A stock...

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Sequence of Returns Risk

Coping with the Uncertainty of Investment Returns Imagine that you have been putting away $10,000 at the beginning of each year from 2002 until 2019. For the sake of this example, taxes and commissions are excluded; you have been investing that money into the Canadian stock...

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Behavioural Finance: Investor Personality

Gender and Investing Writing on gender is almost guaranteed to get the author in hot water. What value is there in discerning differences between men and women? From the point of view of the investment advisor, it seems like another justification for stereotyping the client rather...

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Selecting a Mutual Fund

Using a Screener Mutual funds play a dominant role in Canadians’ investing lives. Even for the self-directed investor, that is, someone who does not have an investment advisor recommending particular investments and who could therefore choose to invest in individual stocks, mutual funds continue to be...

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