Last updated: Jul-28-2014

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Latest articles in the Fund Library

By Fund Library News Wire | Tuesday, July 29, 2014

By Evelyn Jacks


Retroactive tax hikes hurt family financial plans and make it difficult for them to responsibly plan for their financial futures. Yet, that’s exactly what’s at stake with Ontario’s significant tax hikes on high earners and small business, reintroduced in its July 2014 budget. To preserve wealth in 2014 and offset higher taxation on income, planning to minimize personal tax during work life and at retirement must begin immediately for business owners, employees with higher incomes, and in particular, with executors who will preside over a significant untaxed estate.


By Gordon Pape | Monday, July 28, 2014


The iShares franchise, which is owned by BlackRock Asset Management Canada, dominates the ETF market in this country with an estimated share of about 80%. But a new player from south of the border is threatening to make things interesting.


By Fund Library News Wire | Saturday, July 26, 2014

Toronto’s S&P/TSX Composite Index gained 1.2% on the week, on broad-based strength across the market, as positive earnings from Canadian National Railway Co. (TSX: CNR) and Loblaw Cos. (TSX: L) goosed investor sentiment, sending the index to a record-high close of 15,455.04 on Friday. U.S. stocks closed the week flat on a weak earnings report from Inc. (NASDAQ: AMZN) and softer outlook from Visa Inc. (NYSE: V).


By Robyn K. Thompson | Saturday, July 26, 2014

Q – I’ve read that a “couch potato” portfolio is likely to outperform a portfolio consisting of actively managed mutual funds. If this is true, I’d definitely consider being a couch potato. But I’m not sure exactly what this means. Can you explain? – Cindi T., Markham, Ontario


By Reid Baker  | Thursday, July 24, 2014

Are funds that use socially-responsible investing (SRI) criteria doomed to poor performance? In a word, no. As always, performance and risk data tell the tale, so I did some research, comparing SRI and non-SRI funds to see if there’s any merit to the stigma attached to SRI funds’ performance. The results are surprising.


More recent articles

By Dave Paterson | Wednesday, July 23, 2014
By Wilfred Hahn | Tuesday, July 22, 2014
By Patrick McKeough | Monday, July 21, 2014
By Robyn K. Thompson | Saturday, July 19, 2014
By Fund Library News Wire | Friday, July 18, 2014
By Fund Library News Wire | Thursday, July 17, 2014
By Dave Paterson | Wednesday, July 16, 2014
By Fund Library News Wire | Tuesday, July 15, 2014
By Gordon Pape | Monday, July 14, 2014
By Fund Library News Wire | Friday, July 11, 2014
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