I was an Interactive Brokers client over a decade ago. I used it to create a separate trading account from my primary ThinkOrSwim (TOS) account before TD Ameritrade acquired TOS. As I mentioned in my previous post, I’ve been thinking about what to do with my TD Ameritrade account because TD Ameritrade was …

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One of the recorded webinars that I received from Democrats Abroad was about investing for Americans abroad. The speaker is a chartered financial analyst based in France and operates a capital management firm tailored specifically to US expats. The speaker clearly has a lot of experience navigating investing and tax …

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I don’t recall if I mentioned it here on this website, but on my previous website, I mentioned that I’m an American expat living in Canada. Over 330 million people live in the United States (circa 2021) with an additional 8 million Americans living the expat life. Not surprisingly, the countries with the …

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Last month, I wrote that September is historically the worst month for the stock market. But if you thought September 2023 was bad, October said “hold my beer”. War in the Middle East drove oil prices up, talks about a recession coming back, uncertainty about growth in big tech, etc. each contributed. But …

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September is historically the worst month for the stock market [1] and this September felt particularly bad. The S&P 500 is down 5% and the Nasdaq is down 5.8% during the month of September. But I took the opportunity to add to my current holdings and start new ones. I’ve been busy being active outdoors and …

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One of the common questions I see from beginners on the Blossom App is what account to open and how their investment activities are taxed. In this post, I explain the different types of investment accounts available in Canada, the tax treatment of those accounts, and the different tax forms that you can expect to …

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September is historically the worst month for the stock market [1], but also usually when I remember that I should buy securities again. I recently put together a buy list and have been waiting for technical indicators to tell me that selling pressure is starting to subside. Added to my buy list is Emera Inc (EMA.TO). …

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As I mentioned in a recent post, I started buying securities again. Whenever I start buying securities, my go to stocks are Royal Bank (RY.TO) and Telus Corp (T.TO). I have some concerns about the impact of high interest rates on mortgages and increased provision for credit losses (PCL), so I didn’t put more …

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I enjoy reading investing and personal finance posts. I frequently lurk on the r/PersonalFinanceCanada, r/CanadianInvestor, and r/dividends subreddits. Unfortunately, most of the posts aren’t that interesting. r/dividends is primarily Redditors posting about investing in dividend-paying or high-yield ETFs like …

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I can’t believe summer is almost over. It felt like only yesterday that the weather was getting warm. I didn’t get as much done this summer as I had hoped. The weather had been unpredictable, sometimes too hot and sometimes too rainy. During these past few months, I have not invested new money into the …

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