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Watchlist Portfolio

How parents are juggling paying for kids’ education while saving for retirement as costs rise

Money managers divided on timeline of China’s economic recovery

How parents can budget for their kids to play competitive sports

How mastering the art of scuttlebutt can generate alpha

More Canadians face financial hurdles as rents rise

News

How parents are juggling paying for kids’ education while saving for retirement as costs rise

How parents can budget for their kids to play competitive sports

More Canadians face financial hurdles as rents rise

The September hangover – here’s how to get back on track after a big spending spree

Debate grows on whether Fed interest rate hikes are done for 2023 in this week’s Advisor LookaheadVideo2:19

How high-net-worth Canadians can prepare for changes to the alternative minimum tax

Stocks

Money managers divided on timeline of China’s economic recovery

How mastering the art of scuttlebutt can generate alpha

Why GICs may not be the best choice despite their high rates

Money managers divided on energy’s prospects as demand for oil hits ‘highest point in history’

Six health care stock picks to play defence in times of market volatility

How portfolio managers are gearing up for a bounceback in bonds

ETFS

What price cuts, supply and demand issues and more competition mean for EV investors

How to invest in AI for the long term

Multiple headwinds drive medical technology stocks as elective surgeries bounce back

How to invest in the hype around weight loss drugs targeting diabetes and obesity

Weighing the trade-offs between short-term investments with higher interest versus long-term dividend-payers

BlackRock fires opening salvo in U.S. buffered ETF price war

Mutual Funds

The hotel stock this money manager is betting on for long-term growth

Why this $20-billion money manager believes a market rally later this year could bring strong returns

Why this value-hunting money manager is buying more Canadian banks and U.S. health care stocks

Buying Telus, selling Nvidia: How this portfolio manager is preparing for what comes next in the economy

How to play a looming copper bull market with demand set to rise

Why this money manager is hanging on to tech stocks and adding more resources

Your Practice

What robo-advisors got right – and mostly wrong

Jonathan Durocher

How ethnic advisors are supporting their diverse mix of clients

How Canadians are dealing with higher mortgage payments as renewal options dwindle

How parents are saving for kids’ education amid rising costs

How financial professionals are handling the growing need for complex cross-border advice

Why asking uncomfortable questions is a ‘professional responsibility’ for advisors

Top Advisors

Alternative investments can add value to portfolios but top advisors say it pays to do your homework

How to prepare for transitioning the family business

Alexandra Horwood

How top women advisors manage being successful while raising children

Clearing up biggest misconception about philanthropy can encourage more Canadians to give back

Alexandra Horwood

How career autonomy and mentorship drove Canada’s top woman advisor to excel

How young top women advisors take a multigenerational approach to connect with clients

Globe Investor Quick Links

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Canadian ETF trends: Money market craze continues, investors exit energy funds and a new provider hits market

Arm’s shares seen as a shoo-in for Nasdaq 100, though S&P 500 unlikely

The upside of thematic ETFs in a downward trend

New ETF focuses on ‘blue economy’ of marine, freshwater resources

Five mistakes self-employed people make when filing their taxes

What to consider when filing taxes yourself versus getting the help of a professional

Four tips for filing your taxes at the last minute

Five types of people who should consider hiring an accountant for taxes

The complete guide to saving money on your taxes in 2023

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