List/Grid Author Archives: Mark


My Life in a Box

During one of our walks around the neighbourhood the other night, my wife and I had a conversation that went something like this: Me: It would be nice to break-free from work eventually wouldn’t it? Her: Yes, and that’s what we’re working towards <pause>, right? Me: Yes, breaking out of the box.  I mean, we live in a box (house), we drive in a box (car), and we work in a box (office cubicle).  Everything is a damn box. Her: When you put it that way, I suppose we do.  So, when are we getting out of the box again? Me: Good question. I ...
Understanding Unretirement

7 ways men and women see retirement differently

We already know most men are from Mars and women are from Venus.  John Gray’s book told us that and in doing so offered up many suggestions to improve relationships between men and women through various communication styles and responding to the hard-wired general biases of the opposite sex.  Maybe surprisingly then, men and women differed very little in their responses to a recent study about the subject of retirement and money.  Here are seven ways the two genders see retirement differently from Sun Life Financial’s Understanding Unretirement here. Men ...

Investing truths to take to the bank

A short time ago, I shared some things a new investor might want to know or be mindful of as they start their financial freedom journey.  On that note, I believe some investing advice never goes go out of style, there are some investing truths to behold. Here are my investing truths you can take to the bank: All investing is subject to risk – even the safest investments have some risk. Past performance is not a predictor of any future result. In a diversified portfolio gains from some investments will help offset losses from others. No matter ...
Weekend Reading

Weekend Reading – Forever money, indexing and more

Welcome to your Weekend Reading list.  Rob Carrick mentioned this article in The Globe & Mail recently, there’s now a cool DIY mortgage lending service available for Canadians and I answered a few reader questions here. I’m looking forward to seeing my family this weekend and taking some time off work.  I hope you enjoy whatever you have planned this weekend and we’ll see you back here next week. -Mark My friend Frugal Trader wrote about building his “forever money” portfolio, which is very much aligned with my investing ...
Reader Question

Reader Questions – Saving and Investing Stuff

I receive a number of emails every week about my approach to saving and investing.  I’ll be the first person to acknowledge my investment strategies are not perfect but I feel, over time, the plan is good and it’s working for me. Here are some recent questions I received and what I shared with readers via email, for today’s post. Mark, it seems like you put Canadian stocks and Exchange Traded Funds (ETFs) in your Tax Free Savings Account (TFSA).  Does that become reportable income? Yes, you are correct, this is what I own in that account ...

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