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ARTICLE ARCHIVE
2/5/2016 9:56:53 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.

 

Financial Education
By Knowledge Bureau | Tuesday, February 02, 2016

TAX PLANNING FROM THE KNOWLEDGE BUREAU



By Evelyn Jacks

Last year, Canadians both prepaid and overpaid their tax, and the amount was significant: $148 a month, or $1,780 for the year, according to taxation statistics to January 4, 2016. That’s money given to the government on an interest-free basis all year long – and it’s bad financial planning. Over a 40-year working life, a regular tax overpayment like that would be worth $71,200 in capital, which you would not have invested. Here’s a look at how you could you have made that money grow if you had paid only the correct amount of tax.

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THE ETF INVESTOR
By Tyler Mordy | Monday, February 01, 2016



German philosopher Arthur Schopenhauer once observed that every truth passes through three stages before it is recognized: “In the first it is ridiculed; in the second it is opposed; in the third it is regarded as self-evident.” So too with bull markets – and the U.S. dollar, a classic example, is now enjoying a strong consensus view of perpetual strength that is diametrically opposite the consensus of perpetual weakness that prevailed just after the financial crisis. Is this a sign that the dollar is peaking?

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Fund Library News
By Fund Library News Wire | Friday, January 29, 2016

By Mike Keerma

* Japan’s rate move, oil rumor trigger market rally.
* IA Clarington launches three new income funds.


* Japan’s rate move triggers market rally. Driven by the Bank of Japan’s surprise interest rate cut to negative levels, along with speculation about crude oil supply cuts, the big North American stock indices closed Friday with gains for the week, but serious losses for the month. Rebounds in the price of crude oil and gold have helped boost the Canadian dollar to above US$0.71 and jump-started the S&P/TSX Composite Index to a weekly gain of 3.5%. The U.S. blue-chip S&P 500 Composite Index advanced 1.8% on the week, as the Federal Reserve adopted a more dovish tone and kept its rates unchanged this past week.

  

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PLANNING POINTS
By Doug Nelson | Thursday, January 28, 2016



When stock markets start sliding and fear becomes the overwhelming emotion driving investor sentiment, it’s almost impossible not to want to do something – anything. But should you? I’m anything but a long-term “buy-and-hold” strategist, so yes, there are times when you need to do something. But those times typically are not when the market is gyrating by hundreds of points a day. Here’s my take on the recent market roller coaster, and some practical guidance on dealing with market volatility.

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DUE DILIGENCE
By Dave Paterson | Wednesday, January 27, 2016



Once again, the powerhouse Sentry Small/Mid Cap Income Fund has won the elite Fundata FundGrade A+ Award for 2015. It is fourth consecutive time this powerhouse small/mid cap fund has been awarded the annual A+ rating. Here’s a quick look at what makes this perennial high performer tick.

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Fund Library News
By Fund Library News Wire | Tuesday, January 26, 2016

By Mike Keerma

* Excel announces new India funds.
* RBC adds US$ corporate class funds.
* RBC expands global fund lineup.
* RBC launches four new ETFs.


* Excel announces new India funds. Excel Funds Management Inc. has filed a preliminary prospectus for two new India-focused mutual funds, the Excel India Balanced Fund and Excel New India Leaders Fund.

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Fund Library News
By Fund Library News Wire | Friday, January 22, 2016



TORONTO, ON, January 22, 2016 – Fundata Canada Inc. is pleased to announce the winners of the Fundata FundGrade A+ Award for 2015. At an awards ceremony held on Thursday, January 21, 2016, in Toronto, 45 companies representing a total of 213 Canadian investment funds received the Fundata FundGrade A+ Award.

The FundGrade A+ Award is given annually to investment funds and their managers who have shown consistent, outstanding, risk-adjusted performance through the year. As such, the FundGrade A+ Award provides investors, advisors, and fund managers with a single, reliable, easy-to-understand fund-performance rating based on up to 10 years of history.

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Fund Library News
By Fund Library News Wire | Friday, January 22, 2016

By Mike Keerma

* Stocks rally as oil rebounds.
* Fundata Canada Inc. announces A+ Award-winning funds for 2015.
* Purpose launches new income ETF.


* Stocks rally as oil rebounds. After a week of stormy trading, stock markets closed Friday on the upside, with strong rallies on the day, ending with overall gains for the week. S&P/TSX Composite Index advanced 2.6% on the week, led by big gains in energy, financials, and materials as the nearby WTI crude oil contract traded back above US$32 per barrel. The big U.S. blue-chip S&P 500 Composite Index had rallied 1.4% on the week, capping a week of mixed economic news, including dovish noises from the European Central Bank, softer inflation numbers, and promises of currency clarity from China.

  

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TAX PLANNING
By Samantha Prasad | Thursday, January 21, 2016



Under the tax rules, any money you get from an employer (or ex-employer) as a so-called “retiring allowance” (that’s tax talk for severance or other types of payments made on leaving a job) will be taxable as income to you. In a previous article I looked at a few strategies to reduce the taxman’s take. But over the years, the government and the courts have made the whole issue of what constitutes a “retiring allowance” – and what in fact might be a tax-free payment – a rather complicated mess. Some payments are taxable, others are tax-free. Here’s my attempt to set the record straight.

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DUE DILIGENCE
By Dave Paterson | Wednesday, January 20, 2016

 

The Sentry Conservative Balanced Income Fund certainly lives up to its name. The fund’s conservative investment approach has contributed to its ability withstand falling markets, earning it the Fundata FundGrade™ A+ Award two years running. However, some of that downside protection has started to erode lately, and that could weigh on the fund’s category-beating performance in the next few months.

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Financial Education
By Knowledge Bureau | Tuesday, January 19, 2016

TAX PLANNING FROM THE KNOWLEDGE BUREAU



By Evelyn Jacks

The Canada Revenue Agency (CRA) has been prolific recently, releasing its 2015 T1 General Income Tax and Benefits return, its schedules and auxiliary tax forms, together with accompanying guides and pamphlets. To get through them all is a challenge. So is understanding the volume of changes for the 2016 tax year. Here are 10 key reasons to see your tax specialist early in the 2016 tax filing season.

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Fund Library News
By Fund Library News Wire | Monday, January 18, 2016



By Som Seif, Chief Executive Officer, Purpose Investments Inc.

I think we can all agree that investing in the U.S. stock market is a valuable exercise. There are global companies in the U.S. that are great long-term stocks that we should own as well as important diversification benefits that Canadians achieve by investing away from Canada.

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Fund Library News
By Fund Library News Wire | Friday, January 15, 2016

By Mike Keerma

Fear permeated markets again this week as investors bailed out of stocks, forcing steep losses on the big North American stock indices. The rout in markets follows the ever-sinking price of commodities, led by crude oil. The glut of oil on global markets along with deepening concerns about China’s economic growth weighed on the S&P/TSX Composite, which dropped -3% on the week. The U.S. blue-chip S&P 500 Composite scarcely fared better, losing -2.2% on the week with retreats across the board, led by financial, energy, and information technology stocks, the latter also reflected in the Nasdaq Composite's -3.3% loss on the week. The year-to-date performance, shown in the table below, tells the tale of woe.

  

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DUE DILIGENCE
By Dave Paterson | Wednesday, January 13, 2016

In an environment where interest rates are moving higher, I believe Dynamic Advantage Bond Fund is a bond fund you will want to own. The management team places an extraordinary focus on preserving capital, and actively manages the portfolio’s duration, yield curve positioning, sector exposure, and credit quality to help it do so.

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Fund Library News
By Fund Library News Wire | Tuesday, January 12, 2016

TORONTO, Jan.12, 2016 – Fundata Canada Inc. is pleased to announce the fourth annual Fundata FundGrade A+ Awards "Evening of Excellence." The invitation-only awards presentations will take place on January 21, 2016, at the Terrace Room of the Gardiner Museum in Toronto. This year’s featured speaker is Joanne De Laurentiis, President and CEO of industry advocacy and policy organization The Investment Funds Institute of Canada.

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Fund Library News
By Fund Library News Wire | Tuesday, January 12, 2016



By Karl Cheong, Senior Vice President, First Trust Portfolios Canada.

Fixed income will always be a mainstay of clients’ portfolios, despite the investment industry’s volatile sentiment regarding the asset class. So while the durability of fixed income’s presence cannot be disputed, the avenue through which many people own bonds may change dramatically over the next several years. There are currently tens of billions of dollars invested in fixed income products, but less than 20% of the assets invested within fixed income is in ETFs1. We believe that a significant portion of this may soon shift to ETFs, for the following reasons:

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Fund Library News
By Fund Library News Wire | Friday, January 08, 2016

By Mike Keerma

Plunging crude oil prices and fears about China’s economic growth triggered a cascade of stock market selloffs around the world last week. Toronto’s benchmark S&P/TSX Composite Index fell into bear market territory with a loss of -4.3% on the week, as the Canadian dollar slipped to a 12-year low against the U.S. dollar, while the U.S. blue-chip S&P 500 Composite Index lost -6.0%. In this litany of woe, only gold gained on the week, climbing 4.2%, taking the S&P/TSX Global Gold subindex up 9.4% on the week.

  

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TAX PLANNING
By Samantha Prasad | Thursday, January 07, 2016



If you’ve been lucky enough to exit your job with a couple of extra bucks in your pocket from severance or other payments, the Canada Revenue Agency (CRA) stands ready to kick you when you’re down by taxing that extra cash when you need it most. Fortunately there are a few strategies you can use to fend off the taxman’s assault on your dwindling bank account.

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DUE DILIGENCE
By Dave Paterson | Wednesday, January 06, 2016



With volatility on the upswing and valuations still near the higher end of their historic ranges, many have begun asking whether now a good time to invest. With the memory of 2008, the tech bubble, and the more recent 2011 swoon still fresh, many investors are a more than a little worried that a major correction is imminent, with inevitable losses to follow. Those worries gained some traction with the downdraft experienced by most of the big equity indices following a rout on the Shanghai Exchange in the first couple of trading sessions of the New Year. So the question is: invest or stay on the sidelines?

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Financial Education
By Knowledge Bureau | Tuesday, January 05, 2016

TAX PLANNING FROM THE KNOWLEDGE BUREAU



By Evelyn Jacks

Do Registered Pension Plans (RPPs) and Registered Retirement Savings Plans (RRSPs) act as substitutes for one another in retirement savings patterns? At first glance, this appears to be so, based on a new study released recently by Statistics Canada. The big finding is that workers who are self-directed savers benefit less than their co-workers who don’t tend to save enough for retirement when RPP contributions automatically increase.

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