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ARTICLE ARCHIVE
4/19/2015 8:35:28 AM
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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.

 

Financial Education
By Knowledge Bureau | Tuesday, April 14, 2015

TAX PLANNING FROM THE KNOWLEDGE BUREAU



By Evelyn Jacks

If you have been shocked to find a balance due rather than a refund, be sure to file your return before midnight April 30 to avoid late filing penalties. This is an important first step in keeping more money, even if you can’t pay your bill immediately.

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INVESTMENT INSIGHT
By Patrick McKeough | Monday, April 13, 2015



While there may be good reasons to switch to a discount broker, low commission fees will not solve most investment problems and can often lead to one of four crucial investing mistakes

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Fund Library News
By Fund Library News Wire | Friday, April 10, 2015

* Stocks rally on GE Capital sale.
* NEI proposes mandate changes to two funds.


* Stocks rally on GE Capital sale. Following a period of some softness in March, major stock markets have resumed their climb, rallying steadily through the first couple of weeks of April. The S&P/TSX Composite Index posted a gain of 2.4% on the week against a backdrop of rising crude oil prices, while the blue-chip U.S. S&P 500 Composite Index advanced 1.7% to near its all-time high, as General Electric Co. (NYSE: GE) shares soared the most in six years after the company announced plans to sell a key business unit.

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TAX PLANNING
By Samantha Prasad | Thursday, April 09, 2015

Snowbirds who decide to buy U.S. real estate may run into a host of cross-border tax traps, problems, and pitfalls. (See my previous article on these.) And if you were hoping to pass along that little piece of paradise to your heirs without a visit from the IRS, forget it. If you continue to own the U.S. property until you pass away, you will be subject to U.S. estate tax, which in the past has ranged from 18% to as high as 55%. Luckily there are a few strategies to help you reduce or eliminate the U.S. estate tax bite.

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DUE DILIGENCE
By Dave Paterson | Wednesday, April 08, 2015



The multiple award-winning Mawer International Equity Fund has been one of the “go-to” international equity funds for as long as I been in the investment business and then some. And I’m not kidding about the multiple awards. This fund has won the prestigious Fundata FundGrade® A+ Award since the Award debuted in 2011. I say “prestigious” because only about 200 funds get the award every year – out of a universe of over 36,000 funds and clones. And Mawer has done it four times with this fund! Here’s how.

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THE FUND INSIDE
By Olev Edur | Tuesday, April 07, 2015

When it comes to long-term outperformance, much of the glory in recent years has gone to precious metals and natural resource funds, or to greater China funds. Meanwhile, the Sector Equity category (primarily science/technology and healthcare funds) was quietly accruing some of the best long-term track records of all. And topping the long-term performance sweepstakes are funds offered by TD Asset Management.

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Fund Library News
By Fund Library News Wire | Thursday, April 02, 2015

A SPECIAL REPORT FROM



By Brian Bridger, CFA, FRM, and Reid Baker, Fundata Analytics

Mutual fund risk ratings have long been an area of contention for fund providers and confusion for financial advisors and their clients. Fund companies must disclose the “risk” of their fund in the prospectuses and fund facts documents that they are required to provide. But nailing down a universally acceptable methodology for assigning “risk” has proven elusive. In an effort to standardize the way in which fund companies assign risk ratings to their funds, the Canadian Securities Administrators (CSA) in December 2013 issued a request for comment on its proposed mutual fund risk classification methodology. The CSA’s idea is a simple one and should be easy enough to execute. But in the mutual fund industry, nothing is really ever “simple” or “easy.”

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Fund Library News
By Fund Library News Wire | Thursday, April 02, 2015

Stock markets closed Thursday on an upbeat ahead of the Easter long-weekend, as investors’ held off selling ahead of Friday’s U.S. jobs report. Mixed economic data from the U.S. and abroad have investors nervously bidding up bond prices, while a tentative accord between the Western powers and Iran over Iran’s nuclear ambitions weighed on crude oil prices. All the major North American markets lost ground in March, with Toronto’s S&P/TSX Composite Index leading the way with a 2.2% retreat on the month.

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DUE DILIGENCE
By Dave Paterson | Wednesday, April 01, 2015



Investors and advisors who consult me often ask, “How do I know what return I will need to earn from my portfolio?” This is one of those questions that on the surface looks like it should be pretty easy to answer, but in the real world is actually quite tricky. Before you can know what your return needs are, you really need to understand what you are trying to accomplish with your investments. I’ve distilled this into three basic objectives – and what importance you give to each – that you need to consider when you’re attempting to establish a portfolio return target.

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ADVISOR’S PERSPECTIVE
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.

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INVESTMENT INSIGHT
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.

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Fund Library News
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.”

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THE ETF INVESTOR
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.

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



You’ve heard the old saying that too many cooks can spoil the broth. Not so with Capital International Global Equity Fund, the Fundata FundGrade 2014 A+ Award-winning global equity fund with a unique multi-manager approach that just seems to keep improving with extra seasoning. I peeked into the kitchen to try to learn just how they make it work.

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TAX PLANNING
By Samantha Prasad | Tuesday, March 24, 2015

Many Canadian Snowbirds who have become fed up with Canada’s long, hard winters (and there are bound to be many more this year, especially from the Eastern provinces) have purchased winter homes in Southern U.S. states. This has been an especially popular move over the past few years, with U.S. real estate at exceptionally affordable levels and interest rates at rock bottom. If you fall into this fortunate group, there are some cross-border tax traps to beware of, particularly if you rent out your U.S. property, and also when you decide to sell.

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

The S&P 500 Composite Index rallied 2.7% on the week, while the Nasdaq Composite surged 3.2% as the U.S. Federal Reserve indicated that it’s in no hurry to raise interest rates and as higher commodity prices, led by gold and energy, helped boost Toronto’s benchmark S&P/TSX Composite Index to a 1.4% advance on the week.

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

TAX PLANNING FROM THE KNOWLEDGE BUREAU



By Evelyn Jacks

The key to family tax happiness is to file to a family’s best benefit. That means avoiding the Canada Revenue Agency’s tax penalties on failure to report income properly. And those penalties can really add up. Here’s how to make sure you do it right.

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



The Steadyhand Equity Fund has blossomed into one of the better Canadian focused equity funds available today. It is managed by CGOV Asset Management using a fundamentally-driven, benchmark-agnostic approach that strives to deliver absolute returns in all market conditions.

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TAX PLANNING
By Samantha Prasad | Tuesday, March 17, 2015

Many Canadian Snowbirds have only a hazy idea of how long they can stay in the sunny south before being considered U.S. residents for tax purposes. Is it three months, six months, or even eight months (as the persistent rumors go)? Rumors and hearsay are no good at all when it comes to battling it out with Uncle Sam. And if you overstay your welcome, there are likely to be major financial repercussions. So for Snowbirds who are hazy on the current in-force rules for U.S. residency, here’s an important recap.

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INVESTMENT INSIGHT
By Patrick McKeough | Monday, March 16, 2015



Investor shorthand can provide a useful guide to investment information, but it can also oversimplify analysis and events and steer investors into bad decisions. Investor shorthand can help you think about and talk about large blocks of investment information. But it may also lead you to make associations and come to conclusions that can cost you money. Here’s how to avoid this common investment mistake.

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