Investing and Saving

Helping you to navigate the complexities of the investment industry through smart, simple and helpful content.

  • The importance of teaching your kids about money

    The importance of teaching your kids about money

    Tips for talking to your kids about money, including how to save it and its many uses, can create financial literacy at a young age.

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  • Enter to win a monthly prize of $500 towards your saving goal!

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  • The yield curve has inverted!

    The yield curve has inverted!

    Inverted yield curves can predict recessions. Should you get out of the market? What does an inverted yield curve mean? Don’t panic.

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  • Gold as an investment

    Gold as an investment

    Gold is a lot of things to a lot of people, but is it a sound investment? Does it have a place in your portfolio?

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  • How professional financial advice can make your dream a dream-come-true

    How professional financial advice can make your dream a dream-come-true

    Kari’s dream and financial goal of retiring in Costa Rica is becoming a reality, thanks to some expert investing advice.

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  • Does market timing work?

    Does market timing work?

    Our best investing advice—because no one can perfectly time the markets.

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  • Investment decisions—top-down or bottom-up?

    Investment decisions—top-down or bottom-up?

    Investment analysis is often classified as using either a top-down or bottom-up perspective.

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  • Retirement Savings—top tips to feel on-plan for a good retirement

    Retirement Savings—top tips to feel on-plan for a good retirement

    You’ve got the retirement savings goals, we’ve got the advice to get you there. Here are a few of our top tips to get you retirement-ready.

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  • ATB Savings Calculator

    ATB Savings Calculator

    Choose one of eight savings paths and enter a few details to find out how much you need to save to reach your goal.

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  • How to set goals and (actually) achieve them

    How to set goals and (actually) achieve them

    We’ll guide you through how to set SMART goals for your investments and your everyday.

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  • Successful investing made simple

    Successful investing made simple

    Ensuring your money is managed responsibly, helps new investors feel less intimidated, especially during turbulent times.

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  • Coming to a mailbox near you: annual reports

    Coming to a mailbox near you: annual reports

    Your annual fee and performance report provides a transparent view into your investment accounts and a great opportunity to connect with your advisor.

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  • What is a TFSA and how should I use it?

    What is a TFSA and how should I use it?

    Learn the basics of a Tax-Free Savings Account and how you can use it to meet your financial goals.

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  • Create a successful investment plan

    Create a successful investment plan

    Whether you’re saving for retirement, a down payment on a home, or a major purchase, creating a realistic savings plan will ensure you reach your financial goals.

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  • Earning investment income in a corporation

    Earning investment income in a corporation

    It’s fairly common for clients to hold a portion of their investment portfolio in a corporation.

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  • ATB Video Retirement Calculator

    ATB Video Retirement Calculator

    In less than a minute, our video retirement calculator can let you know if you’re on track for your retirement goals or if adjustments are needed.

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  • The ATB Prosper Dashboard app has a lot to offer; read Brooke's review

    The ATB Prosper Dashboard app has a lot to offer; read Brooke's review

    Having the ATB Prosper Dashboard app makes it simple to check progress, edit goals and contribute.

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  • How to save money for your goals

    How to save money for your goals

    Learn how you can save, pay down debt, and live a little (trust us, it’s possible).

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  • Distributions 101

    Distributions 101

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  • A year in review: 3 questions to ask yourself about your investments

    A year in review: 3 questions to ask yourself about your investments

    A lot can change in a year. Here are some tips to help align your investment plan with your ever-changing life.

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  • How small changes lead to big investment outcomes

    How small changes lead to big investment outcomes

    Removing the option for poor judgement allows us to focus on our intended long term plan.

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