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ARTICLE ARCHIVE
9/2/2014 12:38:06 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.

 

DUE DILIGENCE
By Dave Paterson | Wednesday, August 27, 2014

The managers at Trimark Canadian Opportunity Class use the famously disciplined Trimark approach with a bottom-up, fundamentally-driven stock selection process. That’s paid off for this 13-year-old fund, which posted a benchmark-beating first-quartile 5-year average return of 11.6% as of July 31. Can they keep the momentum?

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Financial Education
By Knowledge Bureau | Tuesday, August 26, 2014

TAX PLANNING FROM THE KNOWLEDGE BUREAU

  

By Evelyn Jacks

The Canada Revenue Agency is acting to shore up compliance for small business owners. Both tax practitioners and their clients will be engaged in a “Get it Right the First Time” initiative, which includes office visits by the CRA.

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Fund Library News
By Fund Library News Wire | Saturday, August 23, 2014

Recent mutual fund and ETF debuts
* RBC and First Asset go shopping in Europe.
* Manulife adds to global income lineup.
* First Trust launches global monthly income ETF.
* Powershares climbs the bond ladder.
* iShares adds short-term Canadian bond ETF.
* Investors Group joins the global income fund bandwagon.
* Horizons goes whole hog into energy with new ETF.

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Fund Library News
By Fund Library News Wire | Friday, August 22, 2014

The world’s central bankers gathered for their annual gabfest at Jackson Hole, Wyoming this week, didn’t find anything astonishingly new in their outlook (U.S. economic growth erratic but job gains growing, Europe on the cusp of contraction, Japan and China faltering, U.K. growing nicely, thank you). Despite hawkish noises from some Federal Reserve governors, Fed Chair Janet Yellen does not seem inclined to jump on the rate-hike bandwagon before the middle of next year.

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TAX PLANNING
By Samantha Prasad | Thursday, August 21, 2014

Is it time to sell your winning stocks? Given recent stock market highs, plenty of investors are thinking that now’s the time to sell and lock in those juicy gains. That may or may not be a good idea from an investment standpoint. But from a tax perspective, triggering capital gain can also trigger a tax bill – remember, you have to include 50% of capital gains in income, to be taxed at your top marginal rate. To help soften the blow, here are some places to look for tax losses (some obvious, others not so much) that could shelter or offset capital gains tax.

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DUE DILIGENCE
By Dave Paterson | Wednesday, August 20, 2014

Unlike a lot of small-cap funds that look to shoot the lights out with big returns and big volatility, the Dynamic Small Business Fund takes a more conservative approach. Managed by the team of Oscar Belaiche and Jason Gibbs using what they call “quality at a reasonable price” approach, the fund has nevertheless delivered a compound average annual 10-year return of 13.82%.

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PLANNING POINTS
By Doug Nelson | Tuesday, August 19, 2014

When I began this series, I stated that “the ideal outcome of every retirement plan is to have a secure, tax-efficient income with a low-risk, low-fee portfolio.” The best way to do this is to minimize investment management fees in a retirement portfolio. This can add hundreds of thousands of dollars of additional income and wealth through the retirement years, often with less risk. Here’s how.

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INVESTMENT INSIGHT
By Patrick McKeough | Monday, August 18, 2014

 

Wise investors always value dividends, but many investors don’t realize that share buybacks can be just as valuable as dividends, and in some cases, more so. Dividends are in fashion with investors, and that’s a good thing. But it’s odd that while investors periodically crave cash dividends, they rarely get excited about stock buybacks.

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Fund Library News
By Fund Library News Wire | Friday, August 15, 2014

Despite a retreat on Friday, the big North American indexes closed Friday with week-over-week gains as positive U.S. industrial growth offset geopolitical tensions and stalling growth in the eurozone. The S&P 500 Composite Index gained 1.2% on the week, while Toronto’s S&P/TSX Composite advanced 0.7%.

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Estate Planning
By Margaret O'Sullivan | Thursday, August 14, 2014

The world is only getting smaller, not bigger. We move around more. We live for extended periods and purchase property in other countries. But this unprecedented global mobility has also raised some complex legal issues we should all be aware of.

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DUE DILIGENCE
By Dave Paterson | Wednesday, August 13, 2014


The GBC Growth and Income Fund proves that good things come in small packages. With just a little over $66 million in assets under management, this offering from Pembroke Private Wealth Management has managed itself into first-quartile performance over the past seven years, handily outperforming its peers in the Canadian Equity Balanced category, and earning it the Fundata FundGrade® A-Grade for June as well as two consecutive Fundata FundGrade A+ Ratings, in 2011 and again 2012.

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Financial Education
By Knowledge Bureau | Tuesday, August 12, 2014

TAX PLANNING FROM KNOWLEDGE BUREAU
  

The start of the school year is just around the corner, and now is a great time to think about the tax benefits of post-secondary studies in order to be organized come year-end. Here’s a quick look at the ins and outs of the key education tax credit available to students (and their parents).

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Fund Library News
By Fund Library News Wire | Friday, August 08, 2014

After last week’s steep losses, stock markets leveled off this past week, as investors regained some confidence. Canadian stocks ended the week just below breakeven, as the S&P/TSX Composite Index posted a hairline –0.1% loss, with Canada’s six big banks getting a credit rating cut from Standard & Poor’s, while the economy produced essentially no new jobs in July. U.S. stocks, meanwhile, posted slim gains on the week, with the S&P 500 Composite Index advancing 0.3%, following a report that Russia is looking for a de-escalation of the Ukraine crisis that it fomented, and the start of U.S. airstrikes against Islamic State militias in northern Iraq.

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ADVISOR’S PERSPECTIVE
By Bruce Loeppky  | Thursday, August 07, 2014

Stock markets have risen steadily over the past year, with no major corrections along the way. The end of July saw a broad market decline, but less than the 10% drop that would qualify as a “correction.” In general, markets have been unusually placid. The question is, have they been too quiet? The answer depends on how you’ve allocated assets in your current portfolio.

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DUE DILIGENCE
By Dave Paterson | Wednesday, August 06, 2014

With the European Central Bank taking aggressive stimulus action, there is a strong possibility that we will see a nice rally in European equities over the next few months. As happened in the U.S., increased liquidity is expected to drive an equity rally, pushing stock prices higher. Should things play out that way, I thought it would be fitting to take a look at the best ways to play Europe.

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THE FUND INSIDE
By Olev Edur | Tuesday, August 05, 2014

After two straight years of losses, the Precious Metals Equity fund category has roared back, returning an average return of 34.5% in the first six months of 2014. And there could be more to come, according to Chris Beer, vice president at RBC Global Asset Management in Toronto and senior portfolio manager of the RBC Global Precious Metals Fund.

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INVESTMENT INSIGHT
By Patrick McKeough | Monday, August 04, 2014

 

Every industry and group has its own special jargon. This specialized language always has the same purpose. It simplifies communications within the industry, and helps make insiders feel they are part of a tightly-knit community. It also helps the group pursue its goals. It shapes concepts that will establish lines of thought and discussions that match the industry’s view of the world. But it can be confusing for those who are not insiders in the group.

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Fund Library News
By Fund Library News Wire | Friday, August 01, 2014

Stock markets lost ground on the week, as a sudden two-day selloff on Thursday and Friday, triggered by Argentina’s sovereign debt default, pushed most stock indexes into the red for both the week and the month. The exception was Toronto’s S&P/TSX Composite Index, which lost 1.6% on the week, but advanced 1.2% through July, and remained 11.7% ahead for the year to date.

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INSURANCE
By Susan Yates | Thursday, July 31, 2014

Is life insurance a true financial asset? In some provinces it is, and you can sell a policy like any other financial asset you own (see my article on this). However, for incorporated businesspeople and professionals, it may be possible to transfer a personal life insurance policy to a corporation or other prescribed entity, especially if the shareholder faces medical or health problems that make purchasing new insurance too costly.

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DUE DILIGENCE
By Dave Paterson | Wednesday, July 30, 2014

    
With worries over the European economic situation lessening, European equities have been on a pretty strong run of late, with the Chou Europe Fund leading the European Equity mutual fund pack. It was one of the top performers over the five years ending June 30, gaining an average of 16.3% per year. For the past year alone, it gained an impressive 27%. The fund kept its Fundata FundGrade® A-Grade for June, and achieved the Fundata FundGrade A Rating™ in 2013.

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