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Purpose Investments, a Canadian investment management firm, recently launched a suite of Yield Shares, making it the world’s first yield-focused single-stock ETFs. The new ETFs are designed to provide investors with high-quality yield exposure by investing in individual stocks with…
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What is a Covered Call? Understanding the Basics
If you’re looking for a way to generate income from your stock portfolio, a covered call may be just what you need. A covered call is an options strategy that involves selling call options on a stock you own, in…
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Stealth Wealth: Living a Low-Key Life of Financial Freedom
In recent years, the concept of “stealth wealth” has been gaining popularity among those seeking financial freedom while avoiding ostentatious displays of wealth. Stealth wealth is the practice of living a comfortable, even luxurious life without drawing attention to oneself…
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How to Benchmark Your Investment Portfolio
Investing can be a challenging endeavor, and one key aspect of successful investing is benchmarking. Benchmarking is the process of comparing the performance of your investment portfolio against a specified benchmark or set of benchmarks. By benchmarking your portfolio, you…
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Changes to the AMT Will Impact Donors of Public Securities
The Alternative Minimum Tax (AMT) is a tax system that ensures that high-income individuals pay their fair share of taxes. The Canadian government recently made changes to the AMT as part of the 2023 budget. In this blog post, we…
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What is Sunk Cost Fallacy?
The sunk cost fallacy is a cognitive bias where individuals or organizations justify continuing a project or investment based on the resources they have already sunk into it, rather than the marginal cost/benefit of the next dollar. In other words,…
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Eurodollar vs. SOFR: A Look at Interest Rates
Interest Rates markets are changing with the exit of Eurodollars and the entry of SOFR contracts. The Eurodollar futures contract, a mainstay in financial markets for decades, is set to be discontinued. SOFR has taken the place of Eurodollars and…
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What are Money Market Funds?
Money market funds are a popular investment option for many investors, and they have been around for several decades. In this article, we will explore what money market funds are, how they work, and why they are so popular among…
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Comparing Canadian Carbon Credit ETFs
While several carbon credit funds exist in the US, this post will compare three Canadian carbon credit ETFs. We’ll help readers determine whether investing in carbon credits is a good strategy for your portfolio and if so, which ETF is…
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Protecting Seniors Against Phishing
Online fraud is a growing concern for people of all ages, but it can be especially devastating for wealthy seniors. While online encryption is an important tool in the fight against fraud, much more commonly, fraud is caused by phishing.…