Asset Allocation Archives - Loonie Journey

2026 Goals: New minivan derails saving plans

From a personal finance perspective, the past four years have been significantly impacted by my pregnancies and maternity leaves. Instead

January 13, 2025 Asset Allocation / Investing / Saving / TFSA

2025 Goals: Keeping to the plan

On a macro level, it feels that it will be a tougher year for Canadians. On a personal level, our

January 4, 2025 Interest Rates / Investing / Mortgage / RRSP / Saving / TFSA

2024 Year in Review: Things are always changing

As time marches on, things are always changing. In 2024, our family of three became a family of four. A

June 17, 2022 Asset Allocation / Investing

Rebalancing to target allocations is financially right but feels emotionally wrong

Rebalancing minimizes risk but also reduces returns. But it’s hard to sell outperformers to buy into underperformers.

March 22, 2022 Investing

All about Asset Allocation: Equity & Bond %

Asset allocation is identifying the right mix of stocks, bonds and other assets that balances (1) achieving your investment targets and (2) letting you sleep well at night.