In her weekly blogs, Sheila shares what she has learned about the markets and investing, with the goal of helping you understand them.

Blog #14: Market Timing vs Rebalancing

 May 25, 2021 |Sheila Whitehead
Last week I talked about how to construct a portfolio with a focus on risk management. We are all bombarded with investment choices: Royal Bank or Amazon?, Canadian Tire or McDonalds?, and it’s not easy to choose. However, if you make a conscious effort...
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Blog #13: Reducing Risk

 May 18, 2021 |Sheila Whitehead
Last week we explored the topic of risk and emphasized the importance of finding the right mix of stocks and bonds to meet your needs. Once you have determined your mix, there is another great way to reduce portfolio risk which is to make sure you don’t...
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Blog #12: Asset Allocation

 May 11, 2021 |Sheila Whitehead
You have chosen the type of investment account and funded it, and now you are ready to invest! The next step is a big one! You need to decide how much you should put in equity (stocks), how much in fixed income (bonds) and how much to leave in cash. Stocks...
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Blog #11: Non-Registered Accounts and Taxes

 May 04, 2021 |Sheila Whitehead
Given that we have just finished personal tax season, it’s a good time to review the taxation of investments in non-registered accounts. With investments in registered accounts (such as RRSPs, RIFs, LIRAs, LIFs and TFSAs), there are no tax consequences...
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