Last updated: Apr-28-2017

    
 
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Latest articles in the Fund Library


By Fund Library News Wire | Friday, April 28, 2017

By Mike Keerma

* Upbeat earnings spur U.S. markets, while TSX lags.
* Mackenzie adds to income fund lineup.
* Front Streeet proposes fund merger.

* Upbeat earnings spur U.S. markets, while TSX lags. U.S. stock markets closed Friday noticeably higher on the week, as first-quarter earnings reports continued to exceed analysts’ estimates, especially among technology stocks, where both Alphabet Inc. (NASDAQ: GOOG) and Amazon.com Inc. (NASDAQ: AMZN) reported street-beating earnings. In addition, markets were buoyed by the prospect of personal and corporate tax cuts announced by President Donald Trump on Wednesday. The S&P 500 Composite Index advanced 1.5% on the week and 1% on the month. The tech-weighted Nasdaq Composite Index advanced 2.3% on both the week and the month. Toronto’s S&P/TSX Composite Index shaved a hairline 0.2% on the week as the financial sector lost ground on investor anxiety over troubled mortgage lender Home Capital Group Inc. (TSX: HCG). The Index gained only 0.3% in April overall, while crude oil and gold prices slipped on the week, with crude oil prices sliding -3.0% during the month.


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By Robyn K. Thompson | Friday, April 28, 2017



Q – I’m turning 65 this year, and I plan to retire from my full-time employment and do some part-time consulting work. My wife also plans to retire, although she’s 61. We own our home free and clear, and we have accumulated about $500,000 each in our RRSPs. My wife and I both employer pension plans that will pay out about $30,000 annually each. I also have about $50,000 in a Tax-Free Savings Account. I expect to get near the maximum Canada Pension Plan benefit, although at my income level, I’m not sure about Old Age Security. We’d like to do some planning, because we’re not quite sure where or how we should start collecting our retirement income. Do you have any suggestions? – Kevin P., Richmond Hill, Ontario


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By Knowledge Bureau | Thursday, April 27, 2017

TAX PLANNING FROM THE KNOWLEDGE BUREAU



By Evelyn Jacks

As the May 1 personal tax filing deadline approaches, it’s appropriate to be reminded of the tax audit season that follows, especially for new couples. Filing errors in reporting marital status, and especially common-law relationships, could be the first big challenge when faced with a tax review.


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By Dave Paterson | Wednesday, April 26, 2017



TD Asset Management has long had one of the most respected fixed-income teams on the street and has consistently delivered returns that are in line with the FTSE/TMX Canadian Bond Universe, with comparable levels of volatility. A good example is the TD Canadian Core Plus Bond Fund, which is very similar to the highly-regarded TD Canadian Bond Fund. The main difference is that the Core Plus offering allows the managers the ability to invest up to 30% of the fund in “non-core” investments such as high-yield bond and investment-grade global bonds. Let’s have a look at how this strategy has worked.


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By Margaret O'Sullivan | Tuesday, April 25, 2017



With increasing globalization of people and their assets, a growing and often hidden threat is multiple taxation on death. Different countries tax in different ways on death, and when those laws collide, the same assets can be exposed to double and even triple tax or more.


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More recent articles

By Gordon Pape | Monday, April 24, 2017
By Gordon Pape | Friday, April 21, 2017
By Fund Library News Wire | Friday, April 21, 2017
By Samantha Prasad | Thursday, April 20, 2017
By Dave Paterson | Wednesday, April 19, 2017
By Tyler Mordy | Monday, April 17, 2017
By Fund Library News Wire | Thursday, April 13, 2017
By Robyn K. Thompson | Thursday, April 13, 2017
By Dave Paterson | Wednesday, April 12, 2017
By Fund Library News Wire | Tuesday, April 11, 2017
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