Invest in Assets

Want a simple investing approach that doesn’t consume your time and energy? Read this step-step guide to break down DIY index investing.

The personal

Learn about the ins and outs of holding US stocks and US ETFs in a TFSA in a way that minimizes currency exchange fees.

Stock market crashes teach lessons that can’t be taught elsewhere.

Unlike formal education or reading, lessons from crashes cause pain that motivates true reflection and learning.

The name “Tax-Free Savings Account” (TFSA) has one problem. It implies that the TFSA is a savings account. 

I believe this is misleading Canadians. The TFSA offers it’s utility when you have investments in the account. I wish it was called the Tax-Free Investment Account instead. 

Learn from my top 5 investing mistakes so that you can avoid making them yourself.

Outcomes and decisions are different. A good outcome that results from a bad decision can breed overconfidence, posing a danger to future investment success.

Understand the massive impact of reinvested S&P500 dividends. I’ll cover the history of dividend growth, stability and the impact of taxes on dividend reinvestment.

Allocate investments between the TFSA and taxable account to reduce taxes and maximize after-tax wealth.

Understand index fund fundamentals and the passive investing strategy behind them. Index funds are simple and effective, saving your time.

A detailed guide on investment income for Canadian investors.

Learn how the TFSA works to generate tax free investment income. Calculate contribution room and learn to make the most out of the TFSA.