Last updated: Mar-30-2015

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Latest articles in the Fund Library

By Bruce Loeppky  | Tuesday, March 31, 2015

If there’s one thing that’s becoming the “new normal” for those now at or near retirement age, it’s “change.” Everything we thought we knew or expected about retirement has changed. We now see senior children caring for their (very) senior parents (and sometimes for their own middle-aged children as well!). A longer lifespan now often means a later retirement and the very real possibility of outliving your nestegg. The first step to successful retirement planning is to identify the challenges that today’s retirees face and develop a plan to deal with them. Here’s my take on what has become the new normal.


By Patrick McKeough | Monday, March 30, 2015

Patient, experienced investors look for stocks carrying hidden assets that are not reflected on the balance sheet but can lead to enormous gains once the company begins to profit from them. At Successful Investor Wealth Management Inc., when we look for stocks to buy for our portfolio-management clients, we pay special attention to hidden assets. These are assets that companies own, but that do not carry much weight on company balance sheets. You might think of them as a bonus asset that you get for free.


By Fund Library News Wire | Friday, March 27, 2015

* Fed rate concerns, geopolitics have markets retreating.
* Aston Hill expands Liquid Alternative lineup.
* Questrade launches ETFs.

* Fed rate concerns, geopolitics have markets retreating. Declining commodity prices again contributed to downside pressure on the S&P/TSX Composite Index this past week, as the Toronto benchmark retreated nearly -1% on the week. That was still a shallower slide than the -2.2% loss recorded by the U.S. blue-chip S&P 500 Composite Index and by the -2.7 loss posted by the Nasdaq Composite Index, as Federal Reserve Board Chair Janet Yellen said in a speech on Friday, “I expect that conditions may warrant an increase in the federal funds rate target sometime this year.”


By Robyn K. Thompson | Friday, March 27, 2015

Q – A friend recently asked me whether I’d be interested in a private investment that he said returns over 12% a month. He explained that an advisor he knows had told him it was some sort of syndicated offshore real estate timeshare investment with great cash flow, and was open only to what he calls “accredited investors” for a limited time. He said he’s already received several monthly cheques. This sounds like an exciting deal, and quite lucrative too. I’m thinking of investing. Have you ever heard of this type of investment, and what would some of the risks be, if any? – Sal M., Belleville, Ontario


By Tyler Mordy | Thursday, March 26, 2015

Today’s great paradox is that the longer “secular stagnation” persists, the higher asset prices will likely rise and the higher the risks of major policy exits. To be sure, this is not an argument driven by bullish perspectives on the real economy. It is a recognition that the sponsorship of rising global asset markets by the world’s monetary authorities will continue for some time. Central banks are all in. And Japan is the leading case in point. We believe this will have salutary effects on Japanese stocks, especially the small-cap variety.


More recent articles

By Dave Paterson | Wednesday, March 25, 2015
By Samantha Prasad | Tuesday, March 24, 2015
By Gordon Pape | Monday, March 23, 2015
By Fund Library News Wire | Friday, March 20, 2015
By Robyn K. Thompson | Friday, March 20, 2015
By Knowledge Bureau | Thursday, March 19, 2015
By Dave Paterson | Wednesday, March 18, 2015
By Samantha Prasad | Tuesday, March 17, 2015
By Patrick McKeough | Monday, March 16, 2015
By Fund Library News Wire | Friday, March 13, 2015
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