Archive for March 2025
Rebalance My Investment Portfolio: How, Why, and When
With all of the recent volatility in the stock market, I’ve been getting a lot of inquiries about rebalancing investment portfolios. Other inquiries have read something along the lines of: “This is all crazy, should I sell everything?!!” You almost assuredly shouldn’t “sell everything,” but when I wrote about the Canada-USA Trade War back at…
Read MoreSafe Retirement Withdrawal Rate Strategies in Canada
The concept of a safe withdrawal rate (and the 4% rule) is a key planning tool for Canadians of all ages. After all, if you don’t have a general withdrawal plan, how can you know how much you need to save in the first place? If you have been reading MDJ for years, you already…
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