Investing Articles, Guides & Videos | Wealthsimple (2024)

Table of Contents
What is margin How the Stock Market Works In Canada? What Is Value Investing & How Does It Work? Registered Education Savings Plan (RESP): What it is and how it works Options terminology and what each term means What is a Brokerage Account What is a covered call? FHSA vs. TFSA vs. RRSP How to invest by decade What is a Put Option? How to Invest in the S&P 500 What is a Call Option? What is compound interest? What Is Options Trading and How Does It Work? Option Greeks: Delta, gamma, theta, vega, and rho What is an option chain and how do you read it? Lifetime Capital Gains Exemption Explained Stop orders Investing 101 For Beginners | How To Start | Wealthsimple What is a GIC? An Introduction to Micro Investing How to Sell Stock & When You Should in 2022 Mutual Funds vs Stocks - Comparison Mutual Funds: What They Are & How To Invest | Wealthsimple Types of Mutual Funds Investment Risk Explained An Overview of Impact Investing What Are Index Funds? Passive Investing in Canada 2022 What is Stock Lending? Self-directed vs. Managed Investing: Which One’s Right for You? What Is a First Home Savings Account? An Investor's Guide to Private Equity Alternative Investments, Explained | Example & Strategies Beginners' Guide to Investing in Bonds TFSA Transfers Explained A Comprehensive Guide to RRSP Transfers What are Odd Lots and How Do They Work? What Is Ethical Investing & Why Do It What is Dividend Yield? What's dividend reinvestment? The Six Worst Ways to Trade Options How to Trade Options What is dollar cost averaging? When Should You Start Investing? What is a Robo-Advisor? Best Stock Market Simulators in Canada How to Invest in Index Funds Canada in 2022 Price-Earnings Ratio (P/E) Guide: Explanation, Uses & Examples What is an ETF? A Beginner's Guide How to Buy Stocks in Canada 2022 What Are Dividends & How Do They Work in Canada 12 Smart Ideas to Make Passive Income in Canada How to Make Money in Stocks 2022 Canada What Is ESG Investing? Everything You Need To Know 2022 How To Become A Millionaire in Canada 2022 What is the Canada Learning Bond? Real Estate Investment and Investing in Canada ETF vs Mutual Funds - Comparison Water Stocks Canada Investing Guide 2022 What are Leveraged ETFs & How Do They Work? The Complete Guide to Meme Stocks Comparing Fund Performance How to Pick Stocks How to invest in ETFs What's the difference between a stock and an ETF? Financial Advisors: How To Choose & The Cost A Guide to Cash Advance Fees What are Segregated Funds What Are Negative Interest Rates? Best Investing Strategies What Types of Investments Are There? Everything You Should Know About Investment Advisors How To Think About Passive Investment Performance What is the S&P 500? Average Stock Market Return What is Options Trading? How to Invest in Stocks - A Simple Guide Interest: Definition and Explanation Return on Investment (ROI) Explained What is a Stock Ticker, and What Does a Ticker Symbol Mean? High Yield Investments Types of Bonds Explained What Are Bonds? The Rule of 72: Definition & Formula What is a Bear Market? What is Fixed Income? What is Rate of Return (ROR)? What are bull and bear markets? The Wealthy Barber: Book Review & Summary What is an IPO? And How They Work Yield Definition and Explanation A Guide to Corporate Social Responsibility A Guide to Index Investing What is Hedging What is Stock Analysis & How to Do It Short Selling Explained P/E Ratio Guide: Explanation, Uses & Example What are Municipal Bonds? Everything to Know Common Stock vs. Preferred Stock Money Market Fund Explained Market Order vs. Limit Order High Yield Bonds Types of Stock: Information & Benefits Certificate of Deposit Explained How to Read Stock Charts What to Know About Mutual Fund (DSC) Fees? Limit Orders Diversification: What it Is & How it Works Everything to Know About Commodities What is a Stock Buyback? What is Income Investing & How to Start How To Buy Stocks Without a Broker In Canada 2022 What Is Preferred Stock and How to Invest What Are Securities? What are Commodities How to Research Stocks: Step-by-Step Guide Investment Management How to Invest in Gold —and Why You Might Where and What Should I Invest In How to Buy Penny Stocks in Canada 2022 How to Build Wealth How to Make Your Money Work Harder for You Is Wealthsimple Legit? How to Invest in Dividend Stocks What is Market Market Capitalization in 2022 How to Trade Stocks in Canada 2022 Active vs Passive Investing in Canada 2022 Passive Investing: What It Is and How It Works What are stocks? How old do you have to be to invest? Why Hold Bonds at All? Best way To Invest Money In Canada 2022 What's portfolio rebalancing? What is asset allocation? What’s a fund of funds? What is a hedge fund? What's a bond yield? What's the Management Expense Ratio (MER)? What is modern portfolio theory? What is the S&P/TSX Composite Index? What level of risk should my portfolio have? What's a bond? What’s the difference between a stock and a bond? What's a portfolio? What are dividends? Does Wealthsimple hold my money directly? What is socially responsible investing (SRI)? What are diversified investments? How to start investing ETF vs Index Fund: Which to Choose FAQs

What is margin

By The Editors

9 min read

Learn more about how to use margin as a trading strategy, the benefits, and risks.

How the Stock Market Works In Canada?

By Andrew Goldman

11 min read

Losing sleep wondering how the stock market works? Today's your lucky day. We'll impart all you need to know to become a market pro in no time.

What Is Value Investing & How Does It Work?

By Luisa Rollenhagen

5 min read

Value investing is finding investments that are good value for money. Here's everything else you need to know about value investing.

Registered Education Savings Plan (RESP): What it is and how it works

By Andrew Goldman and Luisa Rollenhagen

8 min read

An RESP is a tax-advantaged savings account for a child’s future education, funded by the Canadian government. Here’s how to save using an RESP.

Options terminology and what each term means

5 min read

Trading options involves a lot of specialized terms. We give you a quick rundown of the main terminology and explain what each word means, so that you can be better prepared as you trade options.

What is a Brokerage Account

By Luisa Rollenhagen

7 min read

At its core, a brokerage account holds the cash you need to buy securities. But finding the account that’s right for you is a matter of knowing your investment style.

What is a covered call?

By The Editors

6 min read

A covered call is an options strategy that lets you sell (or “write”) call options against the underlying stock you own. Read on for details and some examples.

FHSA vs. TFSA vs. RRSP

By The Editors

1 min read

Instead of stressing with a calculator or calling your accountant, you can figure out which tax-sheltered account is best for you —FHSA, RRSP, or TFSA —with this very simple (and fun!) flow chart.

How to invest by decade

By The Editors

7 min read

Investing isn’t something you set up once and leave until you’re ready to retire. We cover what priorities and factors you should think about depending on your age.

What is a Put Option?

By Aja McClanahan

10 min read

A guide to investing in put options: What they are, how they work, how to invest in them, and the difference between a call option and a put option.

How to Invest in the S&P 500

By Michael Allen, CIM

8 min read

If you want to invest in a sliver of the many companies in the S&P 500, here's how to do it. We'll let you know all your options and the merits of each.

What is a Call Option?

By Roger Wohlner

9 min read

Call options give the holder of the option the right, but not the obligation, to buy a specific quantity of an underlying stock at a specified price for a specific period of time. This article will walk you through how call options work.

By Katherine Gustafson

4 min read

A fractional share is a fraction of a share of stock. It allows investors to own stock in a company without buying a full share. Here’s a guide to fractional shares.

What is compound interest?

By Andrew Goldman and Luisa Rollenhagen

9 min read

It's the process by which the money you make on your principal investment itself becomes part of the principle for further investment.

What Is Options Trading and How Does It Work?

By Roger Wohlner and Andrew Goldman

9 min read

Options are a type of traded product that goes beyond simply buying or selling a stock. We cover the basics of what options are and how trading them can open you up to so many different… options.

Option Greeks: Delta, gamma, theta, vega, and rho

2 min read

There are different risks with options. Option Greeks help investors calculate and understand those risks, so it can be very useful to know what each one means.

What is an option chain and how do you read it?

By The Editors

2 min read

An option chain is a table that lists information about the existing options contracts related to a given underlying security. Learn more about how it’s used in options trading.

Lifetime Capital Gains Exemption Explained

By Danielle Kubes

2 min read

The LCGE allows you to avoid paying taxes on capital gain income up to a certain amount when you sell shares/property in your small business, farm or fishery.

Stop orders

By The Editors

4 min read

Stop-limit orders automatically trigger an attempt to buy or sell an asset when it hits a price you specified beforehand — so you know it’ll only be completed at a price you find acceptable. Learn more about how they work.

Investing 101 For Beginners | How To Start | Wealthsimple

By Andrew Goldman

15 min read

Want to invest like a pro? Learn the basics of investing from us and we'll have you on the road to investing in no time.

What is a GIC?

By Danielle Kubes

6 min read

Should you consider stashing cash in a GICs? Your grandparent’s favourite investment, explained.

An Introduction to Micro Investing

By Luisa Rollenhagen

5 min read

Get introduced to Micro Investing, a concept whereby you invest small amounts over time. Find out if it's worth it and the best apps to use.

How to Sell Stock & When You Should in 2022

By Ryan O'Leary

6 min read

Selling stock can seem a little intimidating and comes with its fair share of risk. Here’s what you need to know about selling stock, and when you should do it.

Mutual Funds vs Stocks - Comparison

By Dennis Hammer

8 min read

Stocks and mutual funds are popular securities for amateur and expert investors alike. Learn how they relate and how they differ.

Mutual Funds: What They Are & How To Invest | Wealthsimple

By Luisa Rollenhagen and Andrew Goldman

21 min read

Mutual funds have been the dominant player in the personal investment world for decades. How do you invest in them? We have your answer and more.

Types of Mutual Funds

By Dennis Hammer

7 min read

Description: Mutual funds are the most popular investment vehicles for investors. Before you dive into mutual funds, it’s important to understand the main types.

Investment Risk Explained

By Luisa Rollenhagen

9 min read

You've probably heard that investing always carries a certain amount of risk. But what exactly does this mean?

An Overview of Impact Investing

By Katherine Gustafson

7 min read

Read on to learn more about this prosocial investing method and how it differs from other similar strategies.

What Are Index Funds? Passive Investing in Canada 2022

By Luisa Rollenhagen

14 min read

Index funds are an appealing choice for first-time investors or those looking to passively invest their money in established markets. But just because it’s easy doesn’t mean it’s always the right choice for everyone.

What is Stock Lending?

By The Editors

7 min read

Securities lending is a way to make money off of stocks that you already own by loaning them to other investors. Here's how it works.

Self-directed vs. Managed Investing: Which One’s Right for You?

By Wealthsimple

4 min read

Managed investing and self-directed investing work for a lot of people (some even use a combination). But the only person who can tell you what’s right for you is you.

What Is a First Home Savings Account?

By Brennan Doherty

4 min read

An FHSA is a new type of tax-sheltered account that helps Canadians save up to $40,000 toward the purchase of their first home. Here's how it works.

An Investor's Guide to Private Equity

By Brennan Doherty

3 min read

Private equity is an alternative investment class that involves buying stakes in private companies, improving them, and attempting to sell them for a profit. Here's how it works.

Alternative Investments, Explained | Example & Strategies

By Andrew Goldman and Melissa Brock

4 min read

Alternative investments are assets other than stocks, bonds, and cash that offer diversification and the potential for higher returns.

Beginners' Guide to Investing in Bonds

By Andrew Goldman

8 min read

Understand the different types of bonds that exist, how to start investing in bonds and where exactly you can buy bonds.

TFSA Transfers Explained

By The Editors

3 min read

TFSA transfers: What you need to know and a step-by-step guide for moving your TFSA

A Comprehensive Guide to RRSP Transfers

By The Editors

3 min read

Guide to RRSP transfers for Canadians: benefits, types, reasons, and steps to move your RRSP

What are Odd Lots and How Do They Work?

By Brennan Doherty

8 min read

A majority of stocks are sold in nice, even groups of 100 (or 500 or 1,000), called board lots. But not everybody can or wants to buy 100 shares of a particular stock. That’s where odd lots come in. Anything less than a board lot is an odd lot. And the way they trade can feel kind of... odd.

What Is Ethical Investing & Why Do It

By Michael Allen, CIM

8 min read

Find out everything you need to know about ethical investing and why you should consider doing it.

What is Dividend Yield?

By Andrew Goldman

2 min read

Dividend yields show the dividend as a percentage of the company’s current share price. They also give you an easy way to compare one dividend to another.

What's dividend reinvestment?

By Andrew Goldman

2 min read

Dividend reinvestment lets you automatically reinvest your dividends, making sure you have the most time in market as possible. Here's everything you need to know.

The Six Worst Ways to Trade Options

By The Editors

5 min read

You can’t take the risk out of options, but you can do your best to limit it.

How to Trade Options

By Luisa Rollenhagen

4 min read

With options, you're predicting whether a stock's price will rise or fall within a certain time period. Here's how to trade them.

What is dollar cost averaging?

By Andrew Goldman

1 min read

It's an investment strategy designed to reduce volatility in a portfolio.

When Should You Start Investing?

By Andrew Goldman and Lisa MacColl

11 min read

When should you start investing? What should you invest in? How do you get started? Read on.

What is a Robo-Advisor?

By Andrew Goldman and Dennis Hammer

15 min read

What is a robo advisor? In this article, we explain everything you need to know about robo investing and whether it’s right for you.

Best Stock Market Simulators in Canada

By Danielle Kubes and Katherine Gustafson

6 min read

Stock market simulators work by allowing you to pretend you are investing in real stocks but without using real money. Here are a few of the best options.

How to Invest in Index Funds Canada in 2022

By Luisa Rollenhagen

5 min read

Index funds function like a slice of a particular index market by mirroring its composition and performance. This can be great for passive investors, but also comes with some caveats.

Price-Earnings Ratio (P/E) Guide: Explanation, Uses & Examples

By Aja McClanahan

8 min read

Before you chalk up investing phrases like this one for the likes of Wall Street tycoons, you should know that the concept of the P/E ratio isn’t that hard to understand.

What is an ETF? A Beginner's Guide

By Andrew Goldman

6 min read

An ETF (exchange-traded fund) is a type of diversified investment fund. Find out everything you need to know about ETFs and how to buy them.

How to Buy Stocks in Canada 2022

By Andrew Goldman

12 min read

Easy-to-follow instructions to get you started buying, selling and hopefully making money investing in stocks.

What Are Dividends & How Do They Work in Canada

By Veneta Lusk

8 min read

You’ve heard of dividend stocks, but what are they? Let’s look at the definition of a dividend and an explanation of why companies pay dividends.

12 Smart Ideas to Make Passive Income in Canada

By Katherine Gustafson

8 min read

Passive income is the Holy Grail of the business world—it’s income that takes little or no effort to bring in. This is the kind of income people make without doing a large amount of ongoing work. It includes renting out real estate, selling digital products, or selling ad space on a blog.

How to Make Money in Stocks 2022 Canada

By Andrew Goldman

10 min read

What's easier than making a fortune in the stock market? Losing one. A few easy-to-follow rules will help you locate the path to investing success.

What Is ESG Investing? Everything You Need To Know 2022

By Luisa Rollenhagen

5 min read

Learn everything you need to know about ESG investing. What ESG investing is all about and how it differs to socially responsible investing.

How To Become A Millionaire in Canada 2022

By Andrew Goldman

12 min read

Who wants to be a millionaire? We all do! This guide won't help you make your mil overnight, but will help you make smart decisions to reach your goal.

What is the Canada Learning Bond?

By Dennis Hammer and Katherine Gustafson

3 min read

The Canada Learning Bond is a grant from the Canadian government that helps families save money to send their children to post-secondary education.

Real Estate Investment and Investing in Canada

By Danielle Kubes

7 min read

Housing values in Canada are on the rise and it seems everyone is getting in on the action. But is real estate investing right for you?

ETF vs Mutual Funds - Comparison

By Luisa Rollenhagen

6 min read

ETFs and mutual funds are definitely siblings in terms of investing, but like all families, they have some key differences that set them apart and make them ideal for certain types of investors.

Water Stocks Canada Investing Guide 2022

By Aja McClanahan

7 min read

Water stocks and ETFs are emerging as important investment opportunities. Here’s an overview.

What are Leveraged ETFs & How Do They Work?

By Danielle Kubes

5 min read

You can use leverage to lift a really heavy rock, or to make more money in the stock market. We explain the latter — how funds use debt to magnify returns.

The Complete Guide to Meme Stocks

By Robert Stevens

9 min read

A meme stock is an umbrella term for any type of investment opportunity that’s helped out by the wider power of the internet and social networks.

Comparing Fund Performance

By Wealthsimple

4 min read

We are often asked by clients about how to evaluate the performance of different funds. While this is a difficult decision, we have a few things to keep in mind. Read on here.

How to Pick Stocks

By Veneta Lusk

10 min read

Picking stocks is not an activity to be trifled with. We'll give you some stock picking tools and a big honking warning about what you're up against.

How to invest in ETFs

By Andrew Goldman

2 min read

Either buy them yourself, go through a traditional advisor, or use an automated investment service.

What's the difference between a stock and an ETF?

By Andrew Goldman

1 min read

Find out the difference between ETFs vs stocks. Here's everything you need to know so you can purchase the right investment for your needs.

Financial Advisors: How To Choose & The Cost

By Michael Allen, CIM

14 min read

Find out exactly what a financial advisor does, what they cost, and why you might need one. We'll also give you our best advice for choosing financial advisors.

A Guide to Cash Advance Fees

By Luisa Rollenhagen

5 min read

Basically, a cash advance is a cash loan you take out on your credit card. Learn more here.

What are Segregated Funds

By Luisa Rollenhagen

7 min read

Segregated funds are kind of like mutual funds’ super-insured sibling. They function in similar ways to mutual funds but have the added benefit of some guarantees to keep your money safe—with a caveat.

What Are Negative Interest Rates?

By Melissa Brock

6 min read

Negative interest rates are essentially savings interest rates below zero. Here's everything else you could possibly want to know about negative interest rates.

Best Investing Strategies

By Roger Wohlner

7 min read

There's no one-size-fits-all best investing strategy—everyone's needs and goals are different. But there are some basics that most investors should consider when building their investment strategy.

What Types of Investments Are There?

By Zina Kumok

7 min read

Curious to know the different ways you can invest? Find out the different types of investments that exist from stocks to bonds and automated investing.

Everything You Should Know About Investment Advisors

By Aja McClanahan

4 min read

Everything you need to know about investment advisors. Just read on below!

How To Think About Passive Investment Performance

By Michael Marco

11 min read

The Wealthsimple Investment Research team shares some tipes on how you can avoid one of the most common investor mistakes: basing decisions on recent performance.

What is the S&P 500?

By Melissa Brock

5 min read

The S&P 500 is a stock market index that measures the performance of approximately 500 U.S. companies. These companies (which happen to cover 11 sectors) offer a snapshot of U.S. stock market health as well as the broader economy.

Average Stock Market Return

By Roger Wohlner

8 min read

The average stock return can be measured over a number of different time periods and by looking at several market benchmarks such as the S&P 500 indexand the Dow Jones Industrial Average). Find out more below.

What is Options Trading?

By Dennis Hammer

7 min read

Options trading is the practice of buying and selling option contracts on the open market. It can be a lucrative way to grow your investment portfolio, but it comes with serious risks.

How to Invest in Stocks - A Simple Guide

By Andrew Goldman and Luisa Rollenhagen

15 min read

So you know all about stocks, right? Or at least you know that they exist, and that you should invest in them? That's a good start. Allow us to lay out the basics.

Interest: Definition and Explanation

By Dennis Hammer

9 min read

Interest is the cost of borrowing money. If you understand it well, you’ll save money when you borrow and make money when you deposit.

Return on Investment (ROI) Explained

By Veneta Lusk

6 min read

Ever wonder: What is the meaning of ROI? Here’s return on investment (ROI) explained and how to use it when making investments or business decisions.

What is a Stock Ticker, and What Does a Ticker Symbol Mean?

By Zina Kumok

5 min read

A stock ticker is a common investment term, but it can be confusing for those new to the scene.

High Yield Investments

By Andrew Goldman

8 min read

Know the absolute best way to make a ton of money investing? High yield investments. Only problem: they're also the best, quickest way to lose your shirt.

Types of Bonds Explained

By Dennis Hammer

8 min read

Bonds are important elements of every well-rounded investment portfolio. But before you start making trades, you’ll need to know the different types.

What Are Bonds?

By Roger Wohlner

7 min read

A bond is a fixed income security that comes with low risk for the investor. This guide will give you an overview of investing in bonds and show how they’re different than stocks.

The Rule of 72: Definition & Formula

By Dennis Hammer

7 min read

Rule of 72 is an easy way to gauge the impact of compound interest by estimating how long before an investment doubles.

What is a Bear Market?

By Dennis Hammer

7 min read

A bear market is a condition of investor pessimism and declining investment. It’s when securities prices fall 20% or more from their 52-week high.

What is Fixed Income?

By Roger Wohlner

7 min read

Fixed income securities like Bonds and CDs can be powerful investment tools. Here’s what you need to know about them.

What is Rate of Return (ROR)?

By Roger Wohlner

7 min read

In the investing world, rate of return (ROR) is the net gain or loss on an investment over a period of time. This guide will tell you everything you need to know about ROR.

What are bull and bear markets?

By Andrew Goldman

1 min read

They refer to markets in which stock prices are generall rising or falling, respectively.

The Wealthy Barber: Book Review & Summary

By Luisa Rollenhagen

5 min read

The Wealthy Barber is one of Canada’s most popular personal finance books. This is a guide to the book’s lessons and take a closer look at who this book is for.

What is an IPO? And How They Work

By Dennis Hammer

7 min read

An IPO is the first time a private company sells shares on a stock exchange to public investors. Learn about IPOs and how to get involved.

Yield Definition and Explanation

By Katherine Gustafson

7 min read

Investing is all about getting a return on your money, and figuring out your yield will give you valuable knowledge to influence your investment decisions.

A Guide to Corporate Social Responsibility

By Zina Kumok

7 min read

Corporate Social Responsibility is a common buzzword, but what does it actually mean - and how do major companies actually use CSR strategies?

A Guide to Index Investing

By Zina Kumok

8 min read

Curious about index investing? Ready to get over your fears? Keep reading to understand how index investing might be the key to your financial future.

What is Hedging

By Veneta Lusk

6 min read

At the basic level, hedging is protecting your finances from risk in case your investment loses value. It also helps you limit your losses if things don’t go as planned.

What is Stock Analysis & How to Do It

By Veneta Lusk

6 min read

Ready to try your hand at analyzing stocks? Check out this comprehensive guide on what is stock analysis and how to do it.

Short Selling Explained

By Luisa Rollenhagen

6 min read

Short selling is an investment strategy that allows an investor to profit if the security being shorted drops in value. This is a risky strategy that can result in large losses if the short seller is wrong.

P/E Ratio Guide: Explanation, Uses & Example

By Aja McClanahan

8 min read

Whether you’ve started on a serious investing journey or are well into it, you’ve probably heard some investing buzzwords that include the phrase “P/E Ratio.” Find out all about it here.

What are Municipal Bonds? Everything to Know

By Luisa Rollenhagen

7 min read

Municipal bonds are considered low-risk investments that boast some attractive tax benefits. Here’s everything you need to know about investing in municipal bonds.

Common Stock vs. Preferred Stock

By Katherine Gustafson

7 min read

Common stock and preferred stock are quite different in part because of how much of a risk each represents. Let’s take a closer look at these stock types to get a better handle on the advantages and disadvantages of each.

Money Market Fund Explained

By Veneta Lusk

8 min read

A money market fund—also known as a money market mutual fund—offers a relatively safe parking spot for your money. They are popular with investors because they are highly liquid, so the money can fund a new investment opportunity. But what is a money market fund? And how does it work? Let’s take a look.

Market Order vs. Limit Order

By Roger Wohlner

5 min read

There are a number of different types of orders that can be used. Two common types of orders are the market order and the limit order. Find out more below.

High Yield Bonds

By Dennis Hammer

6 min read

High yield bonds issued by companies with lower credit ratings. They offer better returns than investment grade bonds, but they also come with more risk.

Types of Stock: Information & Benefits

By Aja McClanahan

6 min read

Understanding the differences between different stock types is a crucial component of your investing foundation.

Certificate of Deposit Explained

By Aja McClanahan

7 min read

The phrase “certificate of deposit,” also known as a CD, may sound complicated but it’s one of the simplest , most misunderstood and underutilized financial tools.

How to Read Stock Charts

By Roger Wohlner

6 min read

Stock charts can be a great way to track the price performance of a stock or ETF over time. They can provide a visual image that’s easy to read. Find out how to read them like a pro here.

What to Know About Mutual Fund (DSC) Fees?

By Veneta Lusk

6 min read

While some people may not realize this, mutual funds are run just like any other business. Since it costs money to run a mutual fund, investors pay for it through a number of fees.

Limit Orders

By Katherine Gustafson

7 min read

How do you buy something at the right time when the price is constantly shifting? Find out about limit orders here.

Diversification: What it Is & How it Works

By Luisa Rollenhagen

10 min read

Diversification is a highly popular investing strategy that’s even got the backing of a Nobel Prize winner. But what exactly is it, and is it right for every investor?

By Roger Wohlner

8 min read

Common shares or common stock is a class of stock issued by corporations that represent ownership in the corporation for shareholders. Find out more here.

Everything to Know About Commodities

By Veneta Lusk

9 min read

Commodities are one of the major asset classes along with stocks and bonds. If you’re interested in learning more about this asset class, here is everything you need to know.

What is a Stock Buyback?

By Veneta Lusk

5 min read

When a company performs a stock buyback, it buys back its shares from the market. It’s a way for the company to invest in itself or use available cash to purchase its own shares. Find out more here.

What is Income Investing & How to Start

By Roger Wohlner

8 min read

Investing for income means putting together a collection of investments—which can involve multiple asset classes and investment styles—that generate regular income for the investor.

How To Buy Stocks Without a Broker In Canada 2022

By Luisa Rollenhagen

7 min read

Buying stocks and shares online is easier than ever. With a wide variety of online brokerages and trading platforms at your disposal, you’ll be able to buy stocks at much lower fees than you would with a traditional financial planner.

What Is Preferred Stock and How to Invest

By Aja McClanahan

9 min read

Say you’re investing in all the right retirement vehicles and watching your investment balances grow year over year, but there’s a desire to see some immediate reward. You might be ready for investments that can offer some immediate cash flow.

What Are Securities?

By Veneta Lusk

8 min read

Many people wondering what securities are may not realize that they're likely already familiar with this investment category. The most common examples include stocks and bonds. Learn more here.

What are Commodities

By Veneta Lusk

7 min read

When you first start researching investments, you will run across terms that seem like a foreign language. If you’ve ever wondered, “What are commodities?” or, “What is a security?” you’re not alone.

How to Research Stocks: Step-by-Step Guide

By Veneta Lusk

6 min read

Researching stocks can be overwhelming. This step-by-step guide will help you understand what matters—and what doesn’t.

Investment Management

By Katherine Gustafson

6 min read

Investment management should be simple enough, but a lot of people seem to get it wrong. Read along for an explanation.

How to Invest in Gold —and Why You Might

By Luisa Rollenhagen

5 min read

Gold isn’t just pretty to look at—it’s also an asset that could form part of a diversified portfolio. There are a couple different ways to invest in gold, depending on what your financial goals and your risk tolerance are.

Where and What Should I Invest In

By Luisa Rollenhagen

16 min read

Choosing where and what to invest in can often feel overwhelming, given all the options. So we’ve created a helpful guide so you can find the right fit for you.

How to Buy Penny Stocks in Canada 2022

By Luisa Rollenhagen

9 min read

Looking to become the new 'Wolf of Wall Street' through penny stocks? We'll not only provide you tools to get started, but also a cold dose of reality.

How to Build Wealth

By Luisa Rollenhagen

8 min read

Building wealth is an essential question that’s crucial to our future, financial independence, and comfort during retirement. Learn how to start.

How to Make Your Money Work Harder for You

By Andrew Goldman

6 min read

There are many more ways than just one to make your money work for you. Luckily, we’ve got you covered with a roundup of the best ways to invest in present (and future) you.

Is Wealthsimple Legit?

By Andrew Goldman

1 min read

The simple answer? Yes. Wealthsimple is as legit as they come, and we'll provide enough evidence to reassure even the most skeptical naysayer.

How to Invest in Dividend Stocks

By Luisa Rollenhagen

6 min read

Stocks that pay out regular dividends are a very popular way of generating potential wealth. But before you put all of your money into dividend stock, it’s worth getting informed about all the benefits and drawbacks.

What is Market Market Capitalization in 2022

By Dennis Hammer

7 min read

Market capitalization is an important investment metric that helps you measure the size of a company. Find out more about market capitalization here.

By Dennis Hammer

8 min read

Earnings per share is a key metric investors and analysts use to study a company’s performance. Find out more about earnings per share here.

How to Trade Stocks in Canada 2022

By Andrew Goldman

9 min read

Trading stocks on the stock market may sound intimidating, but with the proper know-how and strategy, it can pay off for investors with a high tolerance for risk.

Active vs Passive Investing in Canada 2022

By Andrew Goldman

9 min read

Not sure of the difference between these two investment philosophies? Not for long you're not! We'll set you straight and even tell you how to get started.

Passive Investing: What It Is and How It Works

By Andrew Goldman

8 min read

What in the world is passive investing? We have a guide that will not only explain it, but will get you started investing like a passive pro.

What are stocks?

By Andrew Goldman

2 min read

Find out everything you need to know about stocks, including what they are and how to start investing.

How old do you have to be to invest?

By Andrew Goldman

1 min read

You must be whatever the age of majority is in your province.

Why Hold Bonds at All?

By Wealthsimple

5 min read

If you care about the distribution, and making sure you are compensated well for taking on risk even over a long time horizon, it may make sense to allocate some of your portfolio to risky government bonds.

Best way To Invest Money In Canada 2022

By Andrew Goldman

15 min read

All the fundamentals the beginning investor should know to make wise investment decisions. Find out how and where you should invest your hard earned cash.

What's portfolio rebalancing?

By Andrew Goldman

2 min read

It's a regular fine-tuning of your investment portfolio that keeps your investment strategy on course.

What is asset allocation?

By Andrew Goldman

2 min read

Asset allocation is a fancy way of saying 'don’t put all your eggs in one basket.'

What’s a fund of funds?

By Andrew Goldman

1 min read

It's a fund that invests exclusively in other asset-containing funds.

What is a hedge fund?

By Andrew Goldman

1 min read

An investment that seeks to outperform the market by employing complicated trading strategies.

What's a bond yield?

By Andrew Goldman

1 min read

In short, it's the amount of return earned by the bond investor.

What's the Management Expense Ratio (MER)?

By Andrew Goldman

1 min read

The Management Expense Ratio, or MER, is how much it will cost you, year in and year out, to own any mutual fund, index fund, or ETF.

What is modern portfolio theory?

By Andrew Goldman

1 min read

It's the award-winning idea that it's better to have a diversified investment portfolio than to hand-pick stocks.

What is the S&P/TSX Composite Index?

By Andrew Goldman

1 min read

The S&P/TSX Composite Index is Canada’s benchmark index, much like America’s S&P 500.

What level of risk should my portfolio have?

By Andrew Goldman

1 min read

It truly depends. Find out what's right for you below.

What's a bond?

By Andrew Goldman

1 min read

It's basically a kind of loan agreement.

What’s the difference between a stock and a bond?

By Andrew Goldman

1 min read

A stock is a share in a company. A bond is a kind of loan agreement.

What's a portfolio?

By Andrew Goldman

1 min read

It's simply what stocks you possess in total, and how they’re divided.

What are dividends?

By Andrew Goldman

1 min read

They are sums of money given to a company's investors, representing their cut of the profits.

Does Wealthsimple hold my money directly?

By Andrew Goldman

1 min read

Nope, we do not.

What is socially responsible investing (SRI)?

By Andrew Goldman

1 min read

It's the practice of investing in funds that focus on companies that adhere to important ethical principles.

What are diversified investments?

By Andrew Goldman

1 min read

It's the investing equivalent of not putting all your eggs in one basket.

How to start investing

By Andrew Goldman

1 min read

You can do it all yourself. Or you can find an advisor — or a less expensive automated advisor — to get you started.

ETF vs Index Fund: Which to Choose

By Luisa Rollenhagen

8 min read

ETFs and index funds are two types of investing funds cut from the same cloth. However, there are some key differences between them that investors should be aware of.

Investing Articles, Guides & Videos | Wealthsimple (2024)

FAQs

How can I double $5000 dollars? ›

How can I double $5000 dollars? One way to potentially double $5,000 is by investing it in a 401(k) account, especially if your employer matches your contributions. For example, if you invest $5,000 and your employer offers to fully match at 100%, you could start with a total of $10,000 in your account.

How to invest $2000 dollars and double it? ›

The classic approach to doubling your money is investing in a diversified portfolio of stocks and bonds, which is likely the best option for most investors. Investing to double your money can be done safely over several years, but there's a greater risk of losing most or all your money when you're impatient.

What are the 7 types of investment? ›

Types of Investments
  • Equities (otherwise known as stocks or shares)
  • Bonds.
  • Mutual Funds.
  • Exchange Traded Funds.
  • Segregated Funds.
  • GICs.
  • Alternative Investments.

What is the number 1 thing you want to learn as an investor? ›

1. Have a Financial Plan. The first step toward becoming a successful investor should be starting with a financial plan—one that includes goals and milestones.

How can anyone turn $5000 into more than $400,000? ›

The magic of compound interest

Any saver can turn an initial deposit of $5000 into $416,325 (before fees) over 20 years by earning an annual return of 10 per cent and investing an additional $500 each month into their investment kitty.

How to quickly make $10,000 dollars? ›

Here are ten ways to make $10k quickly:
  1. Become A Freelancer. Freelancing is one of the most popular ways to make money quickly. ...
  2. Invest In Cryptocurrency. ...
  3. Participate In Online Surveys. ...
  4. Become A Virtual Assistant. ...
  5. Do Odd Jobs. ...
  6. Create An Online Course. ...
  7. Become An Affiliate Marketer. ...
  8. Sell Your Stuff.

How much money do I need to invest to make $1000 a month? ›

A stock portfolio focused on dividends can generate $1,000 per month or more in perpetual passive income, Mircea Iosif wrote on Medium. “For example, at a 4% dividend yield, you would need a portfolio worth $300,000.

How to turn 200k into a million? ›

How to Turn a $200,000 Investment Into $1 Million
  1. Evaluate Your Starting Point. Putting together $200,000 to invest is no small feat. ...
  2. Estimate Your Risk Tolerance. Your risk tolerance will determine what investments you're comfortable making. ...
  3. Calculate Necessary Returns. ...
  4. Allocate Investments Wisely. ...
  5. Minimize Taxes and Fees.
Mar 23, 2024

How much money do I need to invest to make $3,000 a month? ›

Imagine you wish to amass $3000 monthly from your investments, amounting to $36,000 annually. If you park your funds in a savings account offering a 2% annual interest rate, you'd need to inject roughly $1.8 million into the account.

What is the cheapest asset to buy? ›

If you're ready to start buying assets as a beginner, here are some things you can buy with a smaller budget.
  • Certificates of deposit (CD's)
  • Bonds.
  • Real estate investment trusts (REITs)
  • Dividend-yielding stocks.
Jun 14, 2024

What is the most valuable asset to own? ›

Your home is likely your most valuable asset, and the value that you assign to it will have a great impact on your net worth calculation. A qualified real estate professional can give you an estimate of your home's value, or you can research online real estate aggregators such as Trulia or Zillow.

How to get 12 percent return on investment? ›

How To Get 12% Returns On Investment
  1. Stock Market (Dividend Stocks) Dividend stocks are shares of companies that regularly pay a portion of their profits to shareholders. ...
  2. Real Estate Investment Trusts (REITs) ...
  3. P2P Investing Platforms. ...
  4. High-Yield Bonds. ...
  5. Rental Property Investment. ...
  6. Way Forward.
Jul 20, 2023

What is the first thing I should invest in? ›

If your savings goal is more than 20 years away (like retirement), almost all of your money can be in stocks. But picking specific stocks can be complicated and time consuming, so for most people, the best way to invest in stocks is through low-cost stock mutual funds, index funds or ETFs.

What every investor should read? ›

8 of the best books on investing
  • The Psychology of Money by Morgan Housel. ...
  • The Little Book of Common Sense Investing by John C. ...
  • Poor Charlie's Almanack: The Essential Wit and Wisdom of Charles T. ...
  • The Intelligent Investor by Benjamin Graham. ...
  • The Total Money Makeover by Dave Ramsey. ...
  • Beating the Street by Peter Lynch.
Apr 30, 2024

How to raise $5,000 dollars fast? ›

11 Easy Ways to Make $5,000 Fast
  1. Sell Items You Already Have. The first step in making $5,000 fast is to leverage what you already have. ...
  2. Rent Out Space. ...
  3. Become a Rideshare Driver. ...
  4. Teach Online. ...
  5. Get a Car Wrap. ...
  6. Sell Stock Photos. ...
  7. Consider Freelancing. ...
  8. Flip items online.
Mar 21, 2024

How to turn $5000 into $10000 fast? ›

How can you make $5,000 turn into $10,000? Turning $5,000 into $10,000 involves investing in avenues with the potential for high returns, such as stocks, ETFs or real estate. Another approach is to use the money as seed capital for a profitable small business or side hustle.

How to invest $5000 dollars for quick return? ›

Here are seven expert-recommended strategies for investing $5,000:
  1. S&P 500 index funds.
  2. Nasdaq-100 index ETFs.
  3. International stocks.
  4. Dividend growth stocks.
  5. Sector ETFs.
  6. Thematic ETFs.
  7. Berkshire Hathaway Inc. (ticker: BRK. A, BRK.B).
Aug 27, 2024

How can I double my money legally fast? ›

5 ways that you can double your money
  1. Get a 401(k) match. Talk about the easiest money you've ever made! ...
  2. Invest in an S&P 500 index fund. An index fund based on the Standard & Poor's 500 index is one of the more attractive ways to double your money. ...
  3. Buy a home. ...
  4. Trade cryptocurrency. ...
  5. Trade options.
Nov 3, 2023

Top Articles
How to Recover Data from a Corrupted or Crashed Hard Drive (2024)
Bloomberg - Are you a robot?
Worcester Weather Underground
Login Page
Arkansas Gazette Sudoku
Do you need a masters to work in private equity?
Polyhaven Hdri
Www.megaredrewards.com
Western Razor David Angelo Net Worth
Cars For Sale Tampa Fl Craigslist
Oxford House Peoria Il
Programmieren (kinder)leicht gemacht – mit Scratch! - fobizz
今月のSpotify Japanese Hip Hopベスト作品 -2024/08-|K.EG
Aktuelle Fahrzeuge von Autohaus Schlögl GmbH & Co. KG in Traunreut
Leeks — A Dirty Little Secret (Ingredient)
Craigslist Edmond Oklahoma
Morgan And Nay Funeral Home Obituaries
Mflwer
Craigslist Red Wing Mn
Plan Z - Nazi Shipbuilding Plans
Evil Dead Rise - Everything You Need To Know
Airrack hiring Associate Producer in Los Angeles, CA | LinkedIn
Christina Steele And Nathaniel Hadley Novel
Beverage Lyons Funeral Home Obituaries
Optum Urgent Care - Nutley Photos
Caring Hearts For Canines Aberdeen Nc
Weldmotor Vehicle.com
Craigslist Panama City Beach Fl Pets
Piedmont Healthstream Sign In
1979 Ford F350 For Sale Craigslist
Encore Atlanta Cheer Competition
24 Hour Drive Thru Car Wash Near Me
Robert A McDougal: XPP Tutorial
Trust/Family Bank Contingency Plan
Rush County Busted Newspaper
The Latest: Trump addresses apparent assassination attempt on X
Leland Nc Craigslist
Tendermeetup Login
Lichen - 1.17.0 - Gemsbok! Antler Windchimes! Shoji Screens!
What Are Digital Kitchens & How Can They Work for Foodservice
Reborn Rich Ep 12 Eng Sub
KITCHENAID Tilt-Head Stand Mixer Set 4.8L (Blue) + Balmuda The Pot (White) 5KSM175PSEIC | 31.33% Off | Central Online
Craigslist Free Manhattan
The Conners Season 5 Wiki
Weekly Math Review Q2 7 Answer Key
Babykeilani
Market Place Tulsa Ok
Diario Las Americas Rentas Hialeah
Diablo Spawns Blox Fruits
Nfl Espn Expert Picks 2023
Latest Posts
Article information

Author: Dan Stracke

Last Updated:

Views: 6072

Rating: 4.2 / 5 (43 voted)

Reviews: 82% of readers found this page helpful

Author information

Name: Dan Stracke

Birthday: 1992-08-25

Address: 2253 Brown Springs, East Alla, OH 38634-0309

Phone: +398735162064

Job: Investor Government Associate

Hobby: Shopping, LARPing, Scrapbooking, Surfing, Slacklining, Dance, Glassblowing

Introduction: My name is Dan Stracke, I am a homely, gleaming, glamorous, inquisitive, homely, gorgeous, light person who loves writing and wants to share my knowledge and understanding with you.