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    • Home
    • About Us
    • Services
      • Financial Consulting
      • Tax Preparation
      • Testimonials
      • FAQ
    • Resources
      • Articles
      • Books and eBooks
      • Book Stores and Reviews
      • Media Appearances
      • Media - Liquid Lunch
      • The QB Talk Show
    • Blog
    • Shop
    • Contact Us

EN

  • Home
  • About Us
  • Services
    • Financial Consulting
    • Tax Preparation
    • Testimonials
    • FAQ
  • Resources
    • Articles
    • Books and eBooks
    • Book Stores and Reviews
    • Media Appearances
    • Media - Liquid Lunch
    • The QB Talk Show
  • Blog
  • Shop
  • Contact Us
Joe the Investor

Objective Fee Only Financial CONSULTING You Can Trust

Objective Fee Only Financial CONSULTING You Can Trust Objective Fee Only Financial CONSULTING You Can Trust

Articles

How to Invest Your Money Wisely

Joe Barbieri has written articles on many topics and several of them have been published in Pension and Benefits Monitor magazine, which is suited for a Canadian institutional investor audience. More recently, Joe has published articles in Ezine articles, Seeking Alpha, WhoTrades.com, LinkedIn Pulse, Lowestrates.ca and was quoted in The Globe and Mail, Wealth Professional, Golden Girl Finance and the Huffington Post. The last four organizations are also listed in the Media Appearances page. All articles are written by Joe Barbieri unless otherwise stated.    

Articles By Date

Articles Archive


February 2023        What If I Am Forced Off My Savings Strategy?

January 2023          How Do I Get Money Out of My RRSP?

December 2022    Does Your Real Estate Strategy Need A Makeover?

November 2022    Are the Interest Rate Increases Over?

October 2022         Effect of Renewing Mortgages and the Residential Real Estate Market

September 2022   Is It Time To Invest In Bonds Now?

March 2022             Is There a Bew Level of Diversification For Extraordinary Times? 

February 2022       Are You Saving Too Much?

January 2022         Should You Buy More Equities To Counteract Inflation?


By Topic


Financial Advice

December 2020   Case Study: Do I Pay Down My Mortgage or Invest My Cash? 

March 2019           What IS TIIFA?

January 2019       What Is Fee-Only Financial Planning?  

January 2015        How Is Your Fund Money Managed? Active or Passive Money Management 

October 2014       How Much Money Should You Have Before You Obtain Financial Advice? 


Gold and Silver

March 2020             Why Do You Invest in Gold and Silver?

October 2012         Differences Between Investing in Gold and Silver 

September 2012   What Are the Reasons For Investing in Gold? 


Insurance 

January 2020         What Can I Do With a Life Insurance Policy That I No Longer Need?  

February 2014      Understanding the Principles of Insurance 

June 2012                Do You Need Life Insurance?  


Investments

November 2021   Why Is Inflation Picking Up So Quickly?

April 2021                What Is a "Blood In the Streets" Moment? 

March 2021            Inflation Explained

November 2020    Is It Time To Revisit Holding Cryptocurrencies?

September 2018  Five Tips on Using Robo-Advisors by Vin Heney  

March 2018            Is Cancelling NAFTA Bad For Canada?  

October 2017        Interest Rates Are Rising in Canada. Should You Be Concerned?​  

January 2017        Common Asked Questions About The RESP  

March 2016            What Is a Robo-Advisor? 

March 2015            The Cost of Passive Fund Investing

February 2015      The Cost of Active Investing

November 2014    What Is Short Selling and How Do I Do it?  

November 2013    How Do I Save For My Education? 

September 2013   Why Is Dividend Investing So Popular? 

June 2013                 What To Do If Interest Rates Rise? 

March 2013             Is Contrarian Financial management the Key to Your Financial Decisions?

February 2013       How Much Does it Cost to Manage Your Investments?  

January 2013          Considerations Other Than Return When Picking a Mutual Fund 

November 2012    Using Returns to Pick a Mutual Fund 

 May 2012                 What Is Your Personal Inflation Rate? 

January 2012         Are You Diversifying Enough?

November 2011     Do You Pay Down Your Mortgage or Invest in an RRSP?

September 2011    The Overreaction of September 2011


Money Guides and Strategies

July 2013                    The 5 Step Guide to Borrowing From Your RRSP

July 2013                    The 5 Step Guide to Unlocking Locked-in Pension Funds

July 2013                    The 4 Step Guide to Getting a Zero Interest Credit Card (Canada) 

July 2013                    The 4 Step Guide to Borrowing From Your 401K

July 2013                    The 5 Step Guide to Obtaining a Hardship Loan

July 2013                    The 4 Step Guide to Getting a Zero Interest Credit Card (US)


Mortgages and Lending

November 2015      How To Obtain An Unorthodox Loan 

October 2015          What Factors Are There In Obtaining a Loan?


Pensions and Retirement

February 2021       How Do I Optimize GIS Payouts?

April 2019                 Retirement Myths

February  2019      What Else Do I Need to Think About in Retirement Beside Money? 

October 2018         What Is Retirement For Millennials? by Vin Heney 

August 2014            Can My Pension Payout Change?

June 2014                 What if Retirement Plans Change?

April 2013                 When Do You Transfer a Locked in Pension Plan?

April 2012                 How Does My Defined Benefit Pension Plan Work?

February 2012       What Can I Do With My Defined Contribution Pension Plan?


Psychology and Money

December 2021   Is a Higher Minimum Wage Going to Help You?

April 2020                How Much Are You Paying For Free Stuff?

September 2019  Habits and Your Financial Health

April 2018               What Is Emotional Spending and Saving?  

January 2018        The Stages of a Market Mania  

October 2016        How to Protect Yourself From "Get Rich Quick" Schemes  

September 2014   Should I pay For My Child's Education? 

May 2014                  The Psychology of Rewards Programs 

October 2013         What is Retirement?

July 2012                   The Psychology of Regret and Investing


Real Estate

August 2013             Do I Buy or Do I Rent?

August 2012             How Much Did You REALLY Make on Your Real Estate Investment?


Small Business

April 2016                 So You Want To Start A Small Business?  


Taxes and Estate Planning

January 2021         What Is An RDSP?

February 2020      Giving Money to Charity at or Near Death

November 2019   My Estate Includes the CRA 

October 2019        My Estate Includes Probate Fees 

November 2017   How Can Inheriting “Life Changing Assets” Affect Your Heirs?  

May 2016                 Estate Laws For Ontario  

February 2016       How Does the GST-HST Work? 

January 2016          Are You Eligible To Deduct Work Expenses As An Employee? 

May 2015                  Should I Incorporate My Business?

April 2015                 Rental Income and Taxes

April 2014                 Estate Planning For People With Disabilities

March 2014             Planning For People With Disabilities 

January 2014          Is the Corporate Class Structure Beneficial For You? 

July 2013                  Converting an RRSP Into a TFSA 

May 2013                  Things To Ask Your Tax Preparer

April 2012                General Tax Strategies

February 2012       How Do I Use the TFSA Account?


Pension and Benefits Monitor Magazine Submissions

December 2009     Laying Down the Infrastructure Concept

September 2009    Why Are You Buying Bonds?

August 2009             The Origins of the Subprime Fiasco in the U.S.

June 2009                   Subprime Mortgages and Canada - Are We Immune? page 17


Note: This site is intended for people who want to learn about the world of investments and how to research for themselves. If you would like to buy or sell investment products, or specific advice on investment products, tax or legal issues, please consult your investment advisor, accountant or legal counsel. Financial planning in Toronto. 


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