Investing basics blog

• Finances
/
• Investing basics

How to read a fund fact sheet: Navigating mutual funds and ETFs

April 2025 marked the most volatile month for markets since COVID, pushing investor anxiety to new highs, as many stocks and other investment assets rapidly decreased and increased in value. With inflation and global trade uncertainty on people’s minds, it is easy to feel anxious. In times like these, going back to the basics — like portfolio diversification — can…

• Finances
/
• Investing basics

Portfolio rebalancing: How to manage your investments for long-term success

The past year was a standout for financial markets. Stock markets surged, retail trading boomed, and optimism seemed to drive investment decisions. Whether you’re a new or experienced DIY investor, it’s easy to get swept up in the excitement of a bull market run and lose sight of your long-term investing strategy. Achieving your financial goals requires understanding yourself as…

• Finances
/
• Investing basics

The gift of investment literacy: Inspire meaningful investment habits this holiday season

Why not give a gift that goes beyond the ordinary this holiday season? As we gather to celebrate the season, inspire your loved ones with tools and resources that can help them build a strong financial future. According to a CIBC’s Financial Literacy and Preparedness Report, 60 per cent of Canadians expressed a desire to boost their financial knowledge. During…

• Finances
/
• Investing basics

Feeling stressed about money? Here are 3 tips to overcome financial anxiety when investing

Over the last few years, inflation and the rising cost of living, stagnant wages and seemingly unattainable housing prices have created a perfect storm of financial stress worldwide, including for many Canadians. These pressures have sparked a growing wave of financial anxiety for many. This has led many to question whether traditional financial advice still applies or if planning for…