KWB Blog

The latest financial news and accounting tips from KWB.

Jun 26 2018
TFSA

If one of your New Year’s resolutions was to save more money, then the Tax-Free Savings Account (TFSA) may be a good option for you to use. Learn more about the TFSA rules and limits.

Oct 20 2015
The Enlightened Investor: What is meant by “market return”?

The investment industry and media often refer to the “market” and the “market return”. Or that the market was up or down on the day and that a portfolio manager’s […]

Jul 16 2015
The Enlightened Investor: A Diversified Portfolio vs. a Collection of Investments “The Only Two Things You Need to Know About Modern Portfolio Theory”

Our best technique for protecting portfolios is called Modern Portfolio Theory. This Nobel Prize winning idea said it is insufficient to look at investments in isolation as is done in […]

May 7 2015
The Enlightened Investor – Risk (ETF’s)

Investors often remark that the world economy has changed and that it’s more volatile than ever. They are less trusting of stock markets and they don’t want to take risk. […]

Mar 26 2015
The Enlightened Investor: Is Your Portfolio Leaking Tax?

It may be obvious to state that an investor only keeps the after-tax return. It is less obvious how to minimize the tax leakage from your portfolio. A good starting […]