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ARTICLE ARCHIVE
1/19/2019 7:50:39 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, January 15, 2019

TAX PLANNING FROM THE KNOWLEDGE BUREAU



By Evelyn Jacks and Beth Graddon

This is sure to be a fascinating year for interpreting tax and financial news, based on recent stock market volatility and significant tax change. It’s an election year, too, so broadly misunderstood tax reforms recently introduced will likely re-emerge for debate. What lies ahead for 2019? Here are just some of the facts Canadians should know.

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Fund Library News
By Fund Library News Wire | Monday, January 14, 2019



By Kristina Hooper, Global Market Strategist, Invesco Ltd.

Students of history may recall the War of the Roses, which was waged more than 500 years ago. It was an epic battle between two rival branches of the English royal family that both had claims to England’s throne – the House of Lancaster, represented by a red rose, and the House of York, represented by a white rose. While the House of Lancaster ultimately won the War of the Roses, by some measures, there was no real winner. The war lasted for many years and resulted in very significant damage to both houses. In fact, by the end of the war, the male lines in both houses had been eliminated.

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Fund Library News
By Fund Library News Wire | Friday, January 11, 2019

By Mike Keerma

Boosted by a tick down in the U.S. inflation rate for December, to an annual 1.9%, dovish comments from U.S. Federal Reserve Board officials on interest rate policy, and growing momentum in U.S.-China trade talks this past week, markets made considerable gains on the week, continuing their rally from late-December lows. Toronto’s S&P/TSX Composite Index gained 3.6% on the week, propelled by a 7.1% advance in the price of crude oil, which has gained 13.7% in the past two weeks, as well as indications from the Bank of Canada that it is pausing its rate-hike program for now as it left its benchmark rate unchanged last week. The broad U.S. blue-chip S&P 500 Composite Index logged a 2.5% advance on the week, while the Nasdaq Composite Index rallied 3.5%.

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Fund Library News
By Fund Library News Wire | Thursday, January 10, 2019



By Mark Stacey and Bill DeRoche, AGFiQ

A portfolio that is diversified across more than one factor can lead to better risk-adjusted returns over time, but not all methods for combining factors are equally beneficial to future performance.

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DUE DILIGENCE
By Dave Paterson | Wednesday, January 09, 2019



The Leith Wheeler Income Advantage Fund is a conservatively-positioned balanced offering with an emphasis on fixed income, from Vancouver-based Leith Wheeler Investment Counsel. While this FundGrade A+® Award-winning fund places in the top quartile for 3- and 5-year performance, its higher degree of interest rate sensitivity has weighed on shorter-term returns. But this hasn’t changed my favorable outlook for the fund.

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Fund Library News
By Fund Library News Wire | Friday, January 04, 2019

By Mike Keerma

Fuelled by a blockbuster monthly U.S. payrolls report that saw 312,000 new jobs created in December, the big North American stock indices started recovering some of the losses suffered over the past couple of months. Intense volatility and souring market sentiment through the fourth quarter of the year was triggered by growing anxiety about the global economy, particularly the danger posed by a slowdown in the growth of the Chinese economy. The effects of the U.S.-China trade dispute, the hawkish tone of central banks, and the flattening yield curve generated one of the worst fourth-quarter stock market slumps in decades, dragging the main market gauges into correction territory and to a loss position for the year as a whole. Toronto’s S&P/TSX Composite Index especially felt the pain, as the price of crude oil plummeted 38% in the fourth quarter.

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Fund Library Q&A
By Robyn K. Thompson | Friday, January 04, 2019



Starting with Black Friday in November and ending with Boxing Day in December, the holiday spending season is just about guaranteed to stretch the use of your credit cards. And come the end of January, you may be singing the credit card blues. You’re in a credit card crunch when you have multiple credit cards that you are unable to pay off in full and are having difficulty making minimum payments on some or all of them. You’re way past the “crunch” stage if creditors are sending past-due letters, calling you, or showing up at your door or place of work. Here are some tips on how to put a leash on your credit cards.

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Financial Education
By Knowledge Bureau | Thursday, January 03, 2019

TAX PLANNING FROM THE KNOWLEDGE BUREAU



By Evelyn Jacks

It’s the new year, and tax-filing season is just a few short months away. Resolve now to make the right tax moves now, and be audit-proof too. Here are six tax strategies to get you started, along with three important forms to file, and five audit-busting tips.

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Fund Library News
By Fund Library News Wire | Wednesday, January 02, 2019



By Felix Narhi, CIO & Portfolio Manager, Penderfund Capital Management

Now that we are in the late innings of the longest bull market in S&P500 history, investors are increasingly fearful that this may finally be the beginning of a long overdue bear market. The ongoing pessimistic drumbeat about trade wars, global growth slowdown and political uncertainty is starting to weigh on the market. At Pender, we are following strategies similar to those we outlined during the last big market correction in early 2016.

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THE ETF INVESTOR
By Tyler Mordy | Monday, December 31, 2018



“We’ve been through
Some things together
With trunks of memories
Still to come
We found things to do
In stormy weather
Long may you run.”
– “Long May You Run”
The Stills-Young Band*

Neil Young was singing about his beloved car in the mid-1970s. Our subject is the bull market that began in 2009. As the curtain closes on 2018, “end-of-cycle” fears are again surfacing. Perhaps not a surprise. Volatility is up more than 40% in 2018, and a total of 12 days have seen spikes more than 20% – twice as many as in 2008.

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Estate Planning
By Margaret O'Sullivan | Thursday, December 27, 2018



We live in a world in which personal privacy is under siege, or perhaps simply not valued as much by many as it was by prior generations. As we reach the end of 2018, this year has seen a number of scandals involving significant data breaches and cyber hacking of corporate behemoths as well as foreign governments that have shown how personal information is being surreptitiously obtained and illegally traded for corporate gain or used for political intelligence and influence. Technology, the internet, and social media have developed far faster than the ability to understand them and their full implications and effects, and certainly for our lawmakers to regulate and legislate in respect of them.

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DUE DILIGENCE
By Dave Paterson | Wednesday, December 26, 2018



Every month in my Top Funds Report newsletter, I write a summary of my views about specific funds and fund companies based on queries from readers. These are often funds that have undergone management changes or are new issues, a little less well known, or not as widely covered as some of the high fliers. Here’s a look at a Fidelity fund with a unique strategy.

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Fund Library News
By Fund Library News Wire | Friday, December 21, 2018

By Mike Keerma

The bears were out in the markets this past week. Unfortunately, they weren’t the cuddly Christmas kind. The major stock market indices posted steep weekly losses, as stocks sold off on heavy volume, exacerbated by the simultaneous expiration of stock futures and options on Friday, referred to as a “quadruple witching hour.” Traders were also beset by fears that the U.S. Senate would not rubber-stamp a funding package approved by Congress, which could set the stage for a partial government shutdown. Rising interest rates (the U.S. Federal Reserve raised its policy rate by 25 basis points last week, to a range between 2.25% and 2.5%) and signs of slowing global growth added to the Scrooge-like sentiment. That drove the Nasdaq Composite Index to an 8.3% loss on the week, and pushed it into bear market territory, down 21.9% from its high on Aug. 31. The S&P 500 Composite fell 7.0% on the week, while Toronto’s S&P/TSX Composite Index retreated 4.5%, cushioned somewhat by a 3.6% gain in the price of crude oil on the week.

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Fund Library Q&A
By Robyn K. Thompson | Friday, December 21, 2018



Markets go through periods of volatility, and we are in one such period now. Market sentiment has been decidedly sour for the past few weeks. The Dow Jones Industrial Average recently sank into correction territory. And crude oil prices have slumped, hitting the energy sector hard. Economic growth in China is coming in slower than expected rattling exporters and commodity producers. So what’s an investor to do? Do you sell your stocks, get out of the market, and put your money under a mattress? But that would be precisely the wrong thing to do. Investors can go a long way to calming down if they simply avoid these four classic investment mistakes

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The Analyst’s Desk
By John Krisko | Thursday, December 20, 2018

A SPECIAL REPORT FROM



The 2018 FundGrade A+ Awards will be presented in January. Fundata awards the FundGrade A+ to the top-performing funds every year. The Award highlights the best funds in each category based on up to 10-years of risk-adjusted performance, measured by a fund’s Information, Sortino, and Sharpe ratios. However, returns and risk are not the only way to measure performance. And this is particularly relevant in the Responsible Investing category.

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DUE DILIGENCE
By Dave Paterson | Wednesday, December 19, 2018



One of the best balanced funds in the market, Mawer Balanced Fund is managed much like a fund of funds, investing in other Mawer mutual funds. After modest underperformance in 2016, it bounced back with a 10% gain in 2017, matching the benchmark and outpacing its peers. It again posted first-quartile performance in 2018. The fund’s consisted superior performance gives it a steady monthly FundGrade A Grade rating, and has earned it the prestigious annual FundGrade A+ Award every year since 2013.

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TAX PLANNING
By Samantha Prasad | Tuesday, December 18, 2018



If you need money from your RRSP because you are buying a home, the Home Buyers' Plan (HBP) is the alternative to an out-and-out withdrawal. A tax-free withdrawal of up to S25,000 can be made under the HBP. Basically, the withdrawal is designed to apply only if you and your spouse, if married legally or common-law, are “first-time” home buyers. At first glance, it sounds like easy money. But there are some traps and pitfalls to be aware of. Here’s how it works.

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Fund Library News
By Fund Library News Wire | Monday, December 17, 2018



By Kristina Hooper, Global Market Strategist, Invesco Ltd.

The past couple of weeks have seen major swoons in the stock market and U.S. Treasuries. As of this writing, the selloff has been continuing. However, I still hold out hope that we could see stocks finish higher than where they are now by year-end. Yes, Virginia, there still is the possibility of a “Santa Pause.”

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Fund Library News
By Fund Library News Wire | Friday, December 14, 2018

By Mike Keerma

The big North American stock indices posted losses again on the week, as investors reacted to slower-than-expected growth in both China and the eurozone. In addition, the European Central Bank announced earlier this week that it is ending its €2.6 trillion (US$3.9 trillion) bond buying program even as the eurozone posted a marginal 0.2% GDP growth rate in the third quarter. Markets continued their downtrend on Friday, despite some signs of easing in the U.S.-China trade dispute, a 0.2% monthly increase in U.S. retail sales in November, and a 0.6% increase in industrial production. The blue-chip Dow Jones Industrial Average is now down more than 10% from its October high, a decline that puts it into correction territory. The S&P 500 Composite Index fell 1.3% on the week, while the Nasdaq Composite Index lost 0.8%. Toronto’s S&P/TSX Composite Index retreated 1.4%, dragged down by the energy sector as crude oil fell 1.9% on the week.

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Fund Library News
By Fund Library News Wire | Thursday, December 13, 2018

By Mike Keerma

* BMO launches two high-conviction funds.
* Manulife multifactor EM ETF debuts on TSX.
* BMO Nesbitt Burns completes fund mergers and conversions.

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