Last updated: Oct-01-2014

    
 
SEARCH BY COMPANY
Pick a content section from the drop-down to see a list of articles:

ARTICLE ARCHIVE
10/2/2014 8:25:49 AM
HOME : FEATURES : ARTICLE ARCHIVE

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, September 29, 2014

Foreign investments can give your portfolio greater strength and diversity. But there is a higher degree of risk involved than investing in North America. We recommend three ways you can profit from foreign investment with less risk.

more...
Fund Library News
By Fund Library News Wire | Friday, September 26, 2014

Stock markets rebounded from Thursday’s steep drops, which saw the big indexes post some of the largest one-day losses since July, as geopolitical concerns once again surfaced as a lightning rod for investor anxieties. That turned around somewhat on Friday with news that second-quarter U.S. gross domestic product rose at its fastest pace since 2011, which didn’t pull markets out of the red for the week, but certainly helped cushion what would have otherwise been a bruising loss.

more...
Financial Education
By Knowledge Bureau | Thursday, September 25, 2014
TAX PLANNING FROM THE KNOWLEDGE BUREAU
 

 

By Evelyn Jacks

As of July 2013, recipients of federal Old Age Security (OAS) can elect to defer taking their OAS pension for up to five years. This would provide for a larger pension then. But there are some fairly strict rules and deadlines you must adhere to if you wish to do this.

For those who have already started to receive their Old Age Security, you must make the decision to defer within six months of your start date. After this, you can’t change your mind and decide to defer your pension.

more...
INSURANCE
By Susan Yates | Thursday, September 25, 2014

There is an abundance of life insurance agents, companies, agencies, and brokers to choose from. One estimate puts the number of licensed agents in Canada at about 100,000. That’s a lot of agents. Last time, I looked at how agents are licensed and registered. But when it comes to choosing who’s best for you, it can help if you understand a bit about how the industry has established its sales channel.

more...
DUE DILIGENCE
By Dave Paterson | Wednesday, September 24, 2014

The Dynamic Strategic Yield Fund is a relatively new balanced fund that is managed by Dynamic's team of Oscar Belaiche and Michael McHugh. It invests in a mix of stocks and bonds with the objective of generating a total return that is a mix of yield and long-term capital growth. It pays investors a monthly distribution of $0.0584 a unit, which works out to an annualized yield of about 4.6%.

more...
THE ETF INVESTOR
By Tyler Mordy | Tuesday, September 23, 2014

In the world of investing, as in life, the trick is not to repeat the same mistakes. Yet even professional professional portfolio managers regularly fall into the traps of linear extrapolation, the itchy trigger finger, and “group think.” Where might these traps lie today? China may provide one a good example, with bulls seemingly near extinction and bear sightings much more common.

more...
Fund Library News
By Fund Library News Wire | Friday, September 19, 2014

Sliding commodity prices weighed on Canada’s metals and mining, gold, and materials sectors, pushing the S&P/TSX Composite Index to a weekly loss of -1.7%. U.S. and global markets, however, gained on the week as risk-aversion faded following the decisive 55% “No” vote in Thursday’s Scottish referendum on separation from the United Kingdom. The blue-chip S&P 500 Composite Index advanced 1.3% on the week, after backing off from another record high on Friday.

more...
The Analyst’s Desk
By Maria Fernanda Parra | Thursday, September 18, 2014

Emerging market (EM) equities as an asset class are often one of the most misunderstood investment classes of all. For one thing, they represents investments in a very diverse set of countries unknown to many institutional and novice investors. Their diversity is reflected in the many classifications that analysts have created to group similar countries based on criteria such as size, growth, population, and even capital markets development. But the EM asset class has fallen out of favor. Is it ready for a comeback?

more...
DUE DILIGENCE
By Dave Paterson | Wednesday, September 17, 2014

After stepping down from his post at Claymore Investments in April 2012, it was only a matter of time before Som Seif returned to the investment industry. Last year, he launched Purpose Investments, a fund company that offers a small family of competitively-priced mutual funds and exchange-traded funds (ETFs). Here’s a look at the Purpose offerings.

more...
THE FUND INSIDE
By Olev Edur | Tuesday, September 16, 2014

The past several years have been as tough on the Chinese investment front as on any other region, with many mixed signals having emanated from that market since 2008. But Kenrick Leung, portfolio manager at Amundi Hong Kong, which sub-advises the Renaissance China Plus Fund offered by CIBC Asset Management Inc., believes better times are ahead.

more...
INVESTMENT INSIGHT
By Patrick McKeough | Monday, September 15, 2014

 
 
Dividends rarely get the respect they deserve, especially from beginning investors. That’s because a dividend-paying stock’s yearly 2% or 3% or 5% yield barely seems worth mentioning alongside yearly capital gains of 10%, 20%, or 30% or more. But dividends are far more reliable than capital gains. A stock that pays a dividend of $1 this year will probably do the same next year. It may even raise it to $1.05. So with today’s low interest rates, investors are paying more attention to dividend yields.

more...
Fund Library News
By Fund Library News Wire | Friday, September 12, 2014

The major market indexes slipped on the week, after strong U.S. retail sales and rising consumer sentiment fuelled speculation about the potential for an earlier-than-expected interest rate hike by the U.S. Federal Reserve Board. Toronto’s S&P/TSX Composite Index edged down 0.25% week over week, held back by falling crude oil prices, while the S&P 500 Composite Index dropped 1.10% on the week.

more...
Estate Planning
By Margaret O'Sullivan | Thursday, September 11, 2014

When a person dies leaving assets in more than one country, conflict of laws rules (also known as private international law, or PIL, rules) step in to help determine which law should govern succession of the estate. These rules are often tricky and confusing to navigate. The European Union has taken steps to achieve more clarity and certainty on these issues, and it will have an impact on certain Canadians and their estate planning.

more...
DUE DILIGENCE
By Dave Paterson | Wednesday, September 10, 2014

   
 
The Beutel Goodman American Equity Fund continues its winning ways with index-beating performance and below-average volatility. The fund’s consistent value approach has made it regular top-quartile performer in annualized returns, contributing to its Fundata FundGrade® A-Grade standing again in July, as well as its award of the FundGrade A+ Rating for 2013. A year-to-date gain of 10.8% to July 31 put it among the top-10 performers in the U.S. Equity category.

more...
Financial Education
By Knowledge Bureau | Tuesday, September 09, 2014

TAX PLANNING FROM THE KNOWLEDGE BUREAU

 

By Evelyn Jacks

Approximately 98% of Canadian business are considered to be “small to medium” sized, and the Canada Revenue Agency is hoping that personal visits with these enterprises can help to cut red tape, errors, and omissions for an overall smoother, penalty-free relationship with the tax man. So what can you expect from a visit by the taxman?

more...
Fund Library News
By Fund Library News Wire | Friday, September 05, 2014

Stock markets made little progress this past week, as traders, fresh back from summer vacations introduced a bit of volatility to the mix. Uncertainties over geopolitical issues, the eurozone economy, and a fading U.S. jobs report caused some choppy trading through the week. By week’s end, however, investors came to believe that the silver lining in the jobs picture will be at least a delay in the U.S. Federal Reserve Board’s timetable for raising rates.

more...
TAX PLANNING
By Samantha Prasad | Thursday, September 04, 2014

Selling a winning stock at current market highs will result in a capital gain. Exactly what you want! Unfortunately, it could also result in a hefty tax bill – exactly what you don’t want. Luckily, you may be able to offset those taxes by looking for hidden losses. Last time, I showed you how to use bad loans, bad businesses, and bad bonds as possible tax losses. Here are few more.

more...
DUE DILIGENCE
By Dave Paterson | Wednesday, September 03, 2014

Portfolio rebalancing is one of those topics that you hear a fair bit about, but it is quite often overlooked. That is unfortunate, because by following a disciplined rebalancing program, it is quite likely that you can increase your total return, while actually reducing your overall risk. Here’s how it works.

more...
INVESTMENT INSIGHT
By Patrick McKeough | Tuesday, September 02, 2014

BCE Inc. (TSX: BCE) has agreed to pay $3.95 billion in cash and stock for the 56% of Bell Aliant Inc. (TSX: BA) that it doesn’t already own. Bell Aliant shareholders have three options: cash; BCE shares; or a combination. What’s the best course of action?

more...
Fund Library News
By Fund Library News Wire | Friday, August 29, 2014

Canadian and U.S. stock markets closed higher on both the week and the month overall, as positive economic data boosted investor sentiment in North American markets, trumping growing geopolitical tensions in the Ukraine and the Middle East. In fact, the S&P 500 Composite Index passed a milestone, closing Friday at a record high 2,003.35, while Toronto’s S&P/TSX Composite Index finished the month with a record high close of 15,625.73.

more...
 
:: STOCK SEARCH
Find a Stock

(Leave blank for all)
Symbol   Name
:: MEMBER SERVICES
Username:
Password:
Forgot your password?
Register now
Tech Support
:: USEFUL LINKS
For general inquiries, please email the Librarian.
 
Home |  Features |  Member Services |  Tools |  Funds |  About Us
For any questions or problems with this site, please contact the Librarian.
Page ID: 20:03:0000:00000000:7/3/2014:1:08:38 PM Duration of this visit: 0 sec.