Stock-lending has been a capability of brokerages for as long as I can remember. But recently I’ve seen popular brokerages offer retail investors the option to participate in stock lending, such as Interactive Brokers and Wealthsimple. The idea of stock lending is pretty simple: you lend out your shares to short …

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As I mentioned in my previous post, I moved my US accounts from TD Ameritrade to Interactive Brokers. The account transfers are now complete along with cost basis transfers. The process was painless. I even executed an option trade. What I don’t like is not having real-time quotes. There is currently an offer at …

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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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