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Barbara Stewart

Canadian MoneySaver Webpage

Portfolio Confidential

Barbara has a monthly column in Canadian Money Saver magazine, which publishes nine issues per year online and in print. Her column is called Portfolio Confidential, and she offers portfolio advice for real world problems that investors submit. The full articles are only available for subscribers, but below are excerpts from each one. If you want to read the full versions, you need to subscribe. Use Barbara’s code RICHB to get 20% off a one year subscription: after the discount, that’s only $15.99 for the online version, $21.56 for print, or $29.56 for print AND online!

Excerpts from Portfolio Confidential:

November 2022: How much car insurance is the right amount? The answer might surprise you!

October 2022: Is it possible to invest in Famtech? Do I need a financial separation?

September 2022: Eldercare (aka Daughtercare) often includes managing investment portfolios, the problems with over-diversifying, and is now a good time to invest in the Metaverse?

July 2022: Ways to stand out as a financial advisor, geographic arbitrage, and the future of the finance industry

June 2022: How “comfortable” are your “comfort funds”, what is a reasonable management fee, why does our advisor not invest all our money, and when to sell!

May 2022: How to ensure both persons in a couple meet their individual portfolio goals, what to ask your advisor in your portfolio review meeting, and what about including private equity in my holdings?

February 2022: How can I communicate better with my advisor, and how can I help my much younger wife plan for her future financial situation?

January 2022: Can retail investors beat the TSX, strategies for reducing taxes payable on high flyers, and will I meet my retirement objectives?

November 2021: A long short alternative fund, women's investment communities, and investor know thyself!

October 2021: Retirement planning software, a portfolio career, and is your portfolio too risky?

September 2021: Common law agreements for a variety of relationship situations

July/August 2021: Should you really be that comfortable with your bank’s ‘Comfort Growth Portfolio’? And: Financial considerations when thinking about moving out of your parent’s home

June 2021: How to put together your investment policy statement and how to figure out your overall asset mix

May 2021: Long term disability insurance, critical illness insurance, and a currency strategy for Snowbirds

March 2021: Credit Union shares, when to take government pension, drawing income from portfolio

February 2021: Art, financial planners, intangible assets

January 2021: Crowdfunding, ESG

November 2020: Invest like a pension fund, relationships & money

October 2020:Air Canada stock, weighting in tech sector, tuition for US education

September 2020: US estate taxes, short-term investing strategies, male versus female advisors

July 2020: Rebalancing Zoom, gold outlook, property sale in the US

June 2020: Energy sector, pooled funds, REITs