Last updated: May-28-2015

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Latest articles in the Fund Library

By Fund Library News Wire | Friday, May 29, 2015

First-quarter economic contraction in both Canada and the U.S. had investors on the defensive last week, pushing the major North American stock indexes into the red for the week. Adding to investor distraction, IMF Managing Director Christine Lagarde again warned that Greece’s default risk had increased sharply. Toronto’s S&P/TSX Composite Index closed the week with a 1.2% loss and the month with a 1.4% loss. The S&P 500 Composite Index ended the week down 0.9%, but remained in the black for month with a 1.1% overall gain in May.


By Robyn K. Thompson | Friday, May 29, 2015

Q – I’ve just graduated from University, and I have a student loan. Some of my friends are thinking of taking a year off to travel. Some have said they intend to simply ignore their student loans because the government will eventually forgive it anyway. I’m not sure this is a good idea. Do you have any financial advice for new graduates? – Molly E., Toronto, Ontario


By Susan Yates | Thursday, May 28, 2015

If you’re on the cusp of retirement, you might be facing a cash conundrum: what to do when your RRSP or defined contribution pension plan matures? You’ll suddenly have a large lump sum of cash to deal with. Some choose to convert to a RRIF (for RRSPs) or a Life Income Fund or Locked-In Retirement Income Fund for the pension plan. An often forgotten third option – an annuity – can in fact provide a guaranteed income stream for life equivalent to the kind once provided by a defined benefit pension payout. Yet an “annuity” has become something to avoid for many retirees. And that could be a big mistake. Here’s why.


By Dave Paterson | Wednesday, May 27, 2015

Clients often ask me what methods I use to research and analyze funds. This is a numbers business, so first and foremost I look at quantitative factors, as I described in a recent article. But while the numbers are great at telling me what a fund has done in the past, they aren’t always great at predicting whether it can deliver above-average returns with below-average risk into the future. That’s where I turn to qualitative factors, which can be quite illuminating, but which need a bit of intuition and interpretation.


By Patrick McKeough | Monday, May 25, 2015

When investors worry about things over which they have no control, they can be drawn into ill-advised buy-sell decisions that are almost certain to decrease their long-term profits.


More recent articles

By Fund Library News Wire | Friday, May 22, 2015
By Robyn K. Thompson | Friday, May 22, 2015
By Samantha Prasad | Thursday, May 21, 2015
By Dave Paterson | Wednesday, May 20, 2015
By Gordon Pape | Tuesday, May 19, 2015
By Fund Library News Wire | Friday, May 15, 2015
By Robyn K. Thompson | Friday, May 15, 2015
By Margaret O'Sullivan | Thursday, May 14, 2015
By Dave Paterson | Wednesday, May 13, 2015
By Knowledge Bureau | Tuesday, May 12, 2015
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