Workshop

Investment Workshop 2.0

Back in 2016 when this blog was first starting to take off, I ran a weekly series of articles called the Investment Workshop, where I showed people step-by-step how to build and manage an ETF-based portfolio like the one we used to retire. The workshop ran for a year, with 52 articles, and after it was done, I figured we would move on to something else. Little did I know that the Investment Workshop would become the most popular part of our site, with literally thousands of people learning how to invest from it, and even after many years people […]

Investment Workshop 60: Should Questrade Users Sign Up For Passiv?

Passiv is a company that I’ve been aware of for some time and have been wanting to partner with us for years. Basically, Passiv looked at the challenges that people face trying to DIY manage a passive, index-based ETF portfolio like the one we teach in our Investment Workshop and said “let’s make an app for that!” Taking all the repetitive tasks of tracking multiple accounts and rebalancing and wrapping it all up into a cool visual GUI, Passiv always intrigued me as something that would help our readers, but what always irked me was their price. To unlock all the […]

Investment Workshop 59: Are Robo-Advisors Compatible With FIRE?

If you’d like to follow along with our Workshop and you’re interested in trying out Robo-Advisors, please click the below banner to open an account. While our Workshop is free, we use affiliate links to support the site so that we can keep offering this for free. Plus, you’ll get your first $10,000 managed for free! Over the past few weeks, we’ve examined Robo-Advisors, what they are, how they work, and we even took one out for a test drive to see what the user experience was like. So today, as we wrap up our Robo-Advisor investigation, let’s try to […]

Investment Workshop 58: Funding our Wealthsimple Accounts

If you’d like to follow along with our Workshop, please click the below banner to open an account with Wealthsimple. While our Workshop is free, we use affiliate links to support the site so that we can keep offering this for free. Plus, if you open an account with this link, your first $10,000 will be managed for free! OK so we’ve opened our accounts, we’ve set up (and tweaked) our portfolio allocations, and our ETF makeup has been picked out for us. So what’s our next step? Let’s get some money invested! Linking Your Bank Accounts with Wealthsimple The […]

Investment Workshop 57: Tax Loss Harvesting

Today we’re going to go over a strategy that can be used to reduce your future tax bill on your investment portfolio, which just so happens to be super relevant right now: Tax Loss Harvesting. What Is Tax Loss Harvesting? When you’re still working your way towards your FI target, you’ll generally by only buying ETFs. Even if the market goes wonky and your target allocations go out of whack, you should be able to rebalance back to target by redirecting your monthly cash injections towards assets that have gone down. This is generally the right thing to do, because […]

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