Book Review Count On Yourself: Take Charge of Your Money

This is a book I would give to my cousin if he asked me where to start in getting control of his savings and investments.

How to Sell a Mutual Fund in a CIBC Investor’s Edge Account

Why exactly are we holding $457.82 in a Global Bond Fund? It hurts too much to think about that so instead I decided to sell it. Here’s how.

How to Sell a Mutual Fund in a BMO InvestorLine Account

Instructions for how to dispose of that loser fund you bought based on advice from your sister’s husband’s brother’s wife’s uncle’s cousin’s mother who is a millionaire.

What Is Dollar Cost Averaging and Why Is It Useful?

The Dow Jones set a record today which is why I’m considering using dollar cost averaging to invest my TFSA. If you’re not old enough to remember the Wealthy Barber, you might want to read this refresher on why dollar cost averaging is useful and when.

Are ETFs (Exchange Traded Funds) Better than Mutual Funds?

What are the tax differences between ETFs and mutual funds and the differences in how they DRIP? These and other features are important to examine before making a purchase.

How to Evaluate Mutual Funds and Choose which Funds to Buy

Are you comparing apples and cows when you try to evaluate 2 mutual funds? How will a fund earn you money and how can you get your hands on it? Is it true mutual funds are named using a random phrase generator? And when did Australia become part of Asia anyway? Read on for these and other details about the murky world of mutual funds.

The Benefits and Drawbacks of Mutual Funds

Most of us know a few major drawbacks of mutual funds, but fewer of us realize they offer benefits too. Read on to discover how to maximize the benefits of mutual funds while fine-tuning your portfolio. And confirm your guess about what stock is trading up $1079 today.

The Types of Mutual Funds, Why They’re Good, and Quick Buying Tips

Mutual funds don’t just invest in equities. Here are 4 other types of mutual funds that you should consider buying.

Can I Transfer my RRSP and TFSA Mutual Funds from BMO to a Self Directed InvestorLine Account?

What we discovered when trying to transfer mutual funds from BMO to InvestorLine and why I enrolled in the Ostrich School of RRSP Investing.

Be Wary of the Unrealized Gain or Loss Column for Re-invested Mutual Funds with BMO InvestorLine

Although the reporting is not wrong for mutual funds in a dividend reinvestment plan with BMO InvestorLine, it isn’t what you expect. Here’s what you’re actually seeing on the My Holdings screen deMSTIFied.

Can I Transfer my RRSP and TFSA Mutual Funds from CIBC to a Self Directed Investor’s Edge Account?

What we discovered when trying to transfer mutual funds from CIBC to Investor’s Edge.

When Can I Buy a GIC or Mutual Fund After I Sell a Stock in my BMO InvestorLine Self-Directed Account?

Details about when the money moves into and out of your account when buying and selling stocks, GICs and mutual funds.

Investing in High Interest Savings Account Mutual Funds in BMO InvestorLine Accounts

The pros and cons of the BMO InvestorLine High Interest Savings Accounts, including which funds are offered for purchase.

What Happens When You Sell a BMO Mutual Fund in Your BMO InvestorLine Account

BMO InvestorLine sold my mutual fund properly but it sure could improve this aspect of the sale.