HEQT’s Upcoming Massive Phantom Distribution
Global X’s HEQT ETF is about to have a massive phantom distribution. Sounds spooky and there are tax consequences. Can you avoid it? Should you?
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Year: 2024
Do ETFs Make You Naughty?
ETFs make investing easier, but do they also make it easier to undermine your investing with bad behavior?
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Beyond Dogma: Mutual Funds vs ETFs
A common refrain is “Mutual funds bad. ETFs good.” It is actually much more nuanced than that. Learn how they differ and how to choose a fund type that suits your goals.
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The Money Scope Ep 17: Live At Canadian Physician Financial Wellness 2024
In this special episode of The Money Scope Podcast, Mark Solo and Ben-bacca cover major planning and strategy points of[…]
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Foreign Currency Hedging: Easy Using ETFs, But Should You?
Currency exchange rate fluctuations impact returns with foreign investments. ETFs make currency hedging easy. But should you FX hedge?
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The Money Scope Ep 16: Live at IAFP 2024
In this special episode of The Money Scope Podcast, Mark Solo and Ben-bacca cover major planning and strategy points of[…]
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Money Scope Ep 15: Budget 2024: The Capital Gains Inclusion Rate
Understanding the implications of the 2024 Federal Budget and its proposed changes to capital gains taxation is crucial for individuals[…]
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Transferring to DIY Investing: Capital Gains Tax vs Fee-Savings
Breaking up with a financial advisor can be hard. Even when it is the right decision. Learn about some of the common deterrents, like taxes, and whether they actually matter.
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When Should DIY Investors Hire Financial Advisors?
The fees saved by DIY investing can help your investments grow faster. When could an advisor add enough value to overpower that?
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Investment Management Fees: The Potential Cost of Complacency
Advisor & investment management fees can drag on portfolio growth. What is the cost of complacency vs making the switch to DIY investing?
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