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ARTICLE ARCHIVE
3/4/2015 1:45:53 PM
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Opinions expressed in articles published on this site are solely those of the contributing authors and do not necessarily represent the views or opinions of The Fund Library, its staff or affiliates.

 

INVESTMENT INSIGHT
By Patrick McKeough | Monday, March 02, 2015



Not understanding the nature of the game makes you a sucker – and a loser – in poker, just the same as not being aware of your limitations can make you a loser in investing. One of my most valuable investing rules resembles something I learned decades ago, as a teenage poker player.

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

* Stocks post strong gains in February.
* Horizons launches active U.S. dividend ETF.


* Stock markets posted strong gains in February, with several U.S. stock indices reaching new record highs and the S&P/TSX Composite gaining 3.8% on the month, as the U.S. economy expanded in the fourth quarter and inflation in both Canada and the U.S. remained largely unchanged in the month.

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THE ETF INVESTOR
By Tyler Mordy | Thursday, February 26, 2015

The prominent technology investor Peter Thiel starts his new book, Zero to One, by posing the question, “What important truth do very few people agree with you on?” This is his standard question when interviewing potential employees. For most, it’s a difficult question. An easier way to provide an answer may be to ask what most people already agree on and then rigorously determine if it may be a popular delusional belief. Often, a good answer will stimulate ideas for a successful new company…or a new investment strategy.

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DUE DILIGENCE
By Dave Paterson | Wednesday, February 25, 2015

Brandes Global Small Cap Equity Fund is a deep-value small-cap fund and continues to be one of my favorites in the Global Small/Mid Cap Equity space. While its performance has been stellar of late, it is really more the process and risk controls that attract me to the fund.

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A-GRADE FUND REVIEW
By Fundata Analytics Team | Tuesday, February 24, 2015



Among the winning funds at the Fundata FundGrade 2014 A+ Awards Presentations held in Toronto in January were a number of “serial winners,” high-calibre funds that receive the A+ Award in consecutive years. One such winner in 2014 is the TD Entertainment & Communications Fund, which is one of only 20 funds to have won the award in every year since the debut of the A+ Awards in 2011.We took a peek under the hood of this exceptional fund to see if we could zero in on the factors for its success.

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Fund Library News
By Fund Library News Wire | Friday, February 20, 2015

* Greek debt deal boosts U.S. stocks.
* IA Clarington merges with JovFinancial Solutions.
* iShares adds to Core funds.
* Investors Group debuts two new funds, merges four old funds.


* Greek debt deal boosts U.S. stocks. An agreement in principle by eurozone finance ministers to extend a debt financing rescue package to the Greek government for another four months helped boost U.S. stocks on Friday, propelling the S&P 500 Composite Index to its third record-high close this year and the Dow Jones Industrial Average to its first record high close this year at 18,140.44. Toronto’s benchmark S&P/TSX Composite Index edged down slightly on the week, as renewed price weakness in crude oil weighed on the energy sector.

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Financial Education
By Knowledge Bureau | Thursday, February 19, 2015

TAX PLANNING FROM THE KNOWLEDGE BUREAU



One of the more difficult decisions for those approaching retirement is when to start receiving their Canada Pension Plan (CPP) retirement payments. With more Canadians of retirement age working longer, and with longer lifespans for the average 65-year-old retiree, it’s no longer as cut-and-dried as simply switching on CPP when you turn 65. In Part 1 of this two-part series, we will look at a number of factors that must be weighed to make the decision on when to take your CPP.

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DUE DILIGENCE
By Dave Paterson | Wednesday, February 18, 2015

 
The Manulife World Investment Class is one of the best international equity funds available to Canadian investors. This Fundata FundGrade® A-Grade (January 2015) fund uses one of the strongest research processes in the business, helping it to achieve stellar performance with below-average volatility.

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A-GRADE FUND REVIEW
By Fundata Analytics Team | Tuesday, February 17, 2015
INVESTMENT INSIGHT
By Patrick McKeough | Monday, February 16, 2015



Despite their promise to ease your tax burden on withdrawals, RRSP meltdown strategies are usually more lucrative for brokers than for investors. “RRSP meltdown” is a strategy that would let investors make withdrawals from their RRSPs without paying income tax. But some meltdown strategies are extremely risk and could jeopardize your retirement.

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Fund Library News
By Fund Library News Wire | Friday, February 13, 2015

* Stock markets power up on the week.
* Powershares powers down two funds.
* New iShares short-term fixed-income ETF debuts.


* Stock markets power up. Stocks rallied last week as investor sentiment was buoyed by the some relative stability in the price of crude oil. The main U.S. blue-chip stock index, the S&P 500 Composite, closed at a new record high in the week, while the Dow Jones Industrial Average closed above 18,000 for the first time this year. Toronto’s benchmark S&P/TSX Composite Index advanced 1.2% on the week, and is now ahead 4.3% year to date.

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Estate Planning
By Margaret O'Sullivan | Thursday, February 12, 2015

Organizing one’s estate planning to minimize estate administration taxes or “probate fees” has always been a goal of effective estate planning. But for residents of Ontario, with its relatively high rate of tax compared with other provinces and territories, it has taken on a fresh urgency. New measures that came into force on Jan. 1 in Ontario now mean a more onerous and expensive estate administration process and rethinking current estate planning.

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DUE DILIGENCE
By Dave Paterson | Wednesday, February 11, 2015

There are definitely more than a few things to like about the TD Monthly Income Fund. Its relatively low MER and solid risk-reward profile make this Canadian equity-focused balanced fund well worth a second look.

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A-GRADE FUND REVIEW
By Fundata Analytics Team | Tuesday, February 10, 2015



The socially-responsible investing (SRI) mandate has truly joined the big leagues in terms of performance. At the Fundata FundGrade A+ Awards Presentations in Toronto on January 21, SRI fund, NEI Ethical Special Equity Fund, was the first fund to win two FundGrade A+ Awards for the same year.

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Fund Library News
By Fund Library News Wire | Friday, February 06, 2015

Stock markets ended the week with strong gains, shrugging off a week of turmoil in the eurozone over Greece’s debt, as the U.S. labor market showed strength again in January, and as crude oil prices surged about 8% on the week, helping the S&P/TSX Composite Index to a 2.8% week-over-week advance.

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DUE DILIGENCE
By Dave Paterson | Wednesday, February 04, 2015

Investors looking for a decent income stream combined with the potential for capital growth could do worse than looking at BMO Monthly High Income Fund II. The fund pays investors a monthly distribution of $0.06 per unit, which works out to an annualized yield of approximately 4.5%.

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A-GRADE FUND REVIEW
By Fundata Analytics Team | Tuesday, February 03, 2015



The Fundata FundGrade A+ Awards Presentations were held in Toronto on January 21. A total of 225 funds were presented with A+ Awards for 2014. In this series of articles, we’ll look in more detail at some first-time winners, as well as some standout repeat performers. In this article, we'll look at Empire Life Emblem Conservative Portfolio, which achieved the A+ Award in its first year of eligibility for the award.

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INVESTMENT INSIGHT
By Patrick McKeough | Monday, February 02, 2015



Financial institutions continue to create and market products like index-linked GICs that harvest many fees and commissions, but defy investment logic. Index-linked guaranteed income certificates (GICs) promise to safeguard a portion of investors’ portfolios. In volatile markets like the ones we’ve been experiencing, these products may seem like an appealing place to put some of your money. But if you turn to these investments, you could be making one of the costliest mistakes that investors can make

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Fund Library News
By Fund Library News Wire | Friday, January 30, 2015

Stock markets sagged on the week against a backdrop of slowing GDP growth in Canada and the U.S., growing political turmoil in the eurozone, and a stand-pat monetary policy announcement from the U.S. Federal Reserve Board. The blue-chip U.S. S&P 500 Composite Index lost 2.8% on the week, and retreated 3.1% in all of January, its biggest monthly loss in a year. Toronto’s S&P/TSX Composite Index edged down 0.7% on the week, while just barely staying in the black for the month, with a 0.3% overall gain.

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THE ETF INVESTOR
By Wilfred Hahn | Thursday, January 29, 2015

At this time of the year, many economists like to issue their annual forecasts. Will 2015 be as rewarding – or challenging – as last year? The trouble is that forecasters as a group are notoriously wrong in their projections. Yet some assessment of future conditions is imperative. How, then, can money managers proceed as responsible asset stewards? At HAHN Investment Stewards we also forecast prospects for asset markets. However, we do this somewhat differently than may be the norm. We’d like to explain how.

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