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Investing


GLOBE ADVISOR

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Why this money manager believes ESG investing is out and impact investing is in

globe advisor weekly newsletter
Why some business owners might now consider holding investments personally

Four misconceptions about how the federal budget affects corporations

How this former food industry business owner is finding new identities in
retirement

Where to look beyond the Magnificent Seven for exposure to AI

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NEWS

WHAT A U.S. RULING ON NET INVESTMENT INCOME TAX COULD MEAN FOR CANADIAN DUAL
CITIZENS



HOW OTTAWA’S HIKE TO CAPITAL GAINS INCLUSION RATE AFFECTS TRUSTS

WHY OTTAWA IS INVESTING TO PROVIDE FINANCIAL ADVICE FOR LOW-INCOME CANADIANS

HOW SNOWBIRDS WHO NEST IN THE U.S. CAN AVOID TAX-RELATED COMPLICATIONS

FEDERAL BUDGET 2024: WHAT ADVISORS AND THEIR CLIENTS NEED TO KNOWVIDEO33:59

ADVISORS RUSH TO REVAMP TAX STRATEGIES AFTER OTTAWA’S SURPRISE CHANGE TO THE
CAPITAL GAINS INCLUSION RATE


STOCKS

WHAT ADVISORS NEED TO KNOW ABOUT THE CHANGE TO T+1 TRADING



WHY THIS MONEY MANAGER IS BUYING ESTÉE LAUDER AND TRIMMING HER ENERGY POSITION

WHY THIS MONEY MANAGER IS BUYING INTACT AND SELLING CHOICE PROPERTIES REIT

THE RISE OF AI IS SHOWING WHY FINANCIAL ADVISORS REMAIN INDISPENSABLE

Lisa Kramer

TECH STOCK RALLY HAS ADVISORS WEIGHING GROWTH VERSUS DIVIDEND STRATEGIES FOR
INVESTORS

CAN THE URANIUM BULL MARKET KEEP ITS NEW GLOW?


ETFS

WHY THIS MONEY MANAGER IS VENTURING BACK INTO EMERGING MARKETS AND ADDING MORE
U.S. TECH



AS STOCKS RALLY, WHAT’S THE RIGHT AMOUNT OF CASH TO KEEP ON HAND?

PORTFOLIO EX MACHINA: HOW ASSET MANAGERS ARE EMBRACING AI

CANADIAN BITCOIN ETFS TAKE A HIT FROM NEW U.S. COMPETITION

CONSUMER STAPLES OFFER STABILITY, BUT BEWARE OF STRETCHED VALUATIONS

HOW TO INVEST IN GOLD AS IT SHINES AGAIN


MUTUAL FUNDS

HOW THREE FUND MANAGERS ARE PLAYING THE ENERGY BULL MARKET



CAUTION ABOUT CANADA’S PRIVATE REAL ESTATE SECTOR ABOUNDS AS VALUATIONS SLOW TO
ADJUST

WHY THIS MID-CAP MONEY MANAGER SEEKS OUT ‘MISUNDERSTOOD’ STOCKS

HOW THIS $36-BILLION MONEY MANAGER IS FINDING DIVIDEND-PAYING WINNERS AMID
HIGHER INTEREST RATES

ALTERNATIVE STRATEGIES FIND A HOME IN INVESTORS’ PORTFOLIOS

WHY THIS MULTI-BILLION DOLLAR MONEY MANAGER IS BUYING KINAXIS AND SELLING ORACLE


YOUR PRACTICE

ADVISORS SEIZE FEDERAL BUDGET OPPORTUNITY TO EDUCATE AND ENGAGE CANADIANS



HYBRID ADVICE CREATES OPPORTUNITIES, BUT ALSO CLIENT RETENTION PROBLEMS

THE SECRET TO CAREER SUCCESS IS TO ‘PICK A LANE AND STICK TO IT,’ THIS ADVISER
SAYS

HOW ESTABLISHING WORK-LIFE BALANCE CAN MAKE FOR BETTER ADVISORS

WHY YOUNGER RETIREES WHO NEED TO ACCESS THEIR RETIREMENT SAVINGS SHOULD SET UP A
RRIF

CHILDHOOD HARDSHIP PUT THIS ADVISOR ON A PATH TO FINANCIAL INDEPENDENCE




MORE FROM GLOBE INVESTOR

Funds


DESPITE HIGH FEES, CANADIANS REMAIN PERPLEXINGLY LOYAL TO MUTUAL FUNDS. HERE’S
WHY

Tim Shufelt


THE U.S. STOCK MARKET MAY HAVE FINALLY HIT A REAL RECORD, BUT IT COULD BE A
PROBLEM


OTTAWA REVIEWING BIG BANKS’ DECISIONS TO STOP SELLING THIRD-PARTY INVESTMENT
FUNDS


THE 2023 LIPPER FUND AWARD MUTUAL FUND AND ETF WINNERS


THE 2023 LIPPER FUND AWARD TOP MUTUAL FUND AND ETF GROUP WINNERS

ETFs
number cruncher


U.S. & GLOBAL DIVIDEND ETFS


FORMER HORIZONS CEO RE-EMERGES IN ETF INDUSTRY

portfolio strategy


THE 2024 GLOBE AND MAIL ETF BUYERS GUIDE, PART FIVE: CANADIAN DIVIDEND ETFS


LOOKING FOR VALUE STOCKS? SOME LESSONS FROM THE MASTERS

Norman Rothery
Taxes


OWE THE TAX MAN BUT CAN’T PAY? IGNORING THE PROBLEM WILL ONLY MAKE THINGS WORSE

opinion


FILL IN THE BLANKS ON AUTOMATIC TAX FILING

The Editorial Board
globe advisor weekly newsletter


WHY CLIENTS MAY BE FEELING ANXIOUS THIS TAX SEASON


WHERE THE CRA IS FOCUSING AUDIT ACTIVITY THIS YEAR


JOE BIDEN AND JILL BIDEN REPORT 7% INCOME RISE IN LATEST RELEASE OF TAX RETURNS


DATA AND RESOURCES

CURRENCIES

COMMODITIES

MARKETS

ECONOMIC CALENDAR

RESEARCH REPORTS

SMALL BUSINESS





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