Last updated: Mar-27-2015

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

ARTICLE ARCHIVE
3/28/2015 6:12:24 PM
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.

 

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.

more...
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.

more...
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.

more...
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.

more...
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.

more...
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.

more...
Fund Library News
By Fund Library News Wire | Friday, March 13, 2015

Against a backdrop of sliding crude oil prices and a steadily weakening euro, North American stock markets posted another week of losses, with the S&P/TSX Composite Index slipping -1.5% over the week, while the S&P 500 Composite Index lost -0.9%. However, European stocks tracked higher on the week, as the European Central Bank kicked off its planned €1 trillion (US$1.1 trillion) bond-buying program.

more...
DUE DILIGENCE
By Dave Paterson | Wednesday, March 11, 2015



At first glance, the National Bank Canadian All Cap Equity Fund looks very similar to the CI Cambridge Canadian Equity Corporate Class, which shares the same management team. Both funds are Fundata FundGrade A+ Award winners for 2014, and both make the monthly FundGrade A-Grade list. But dig a little deeper, and you will notice some significant differences.

more...
Financial Education
By Knowledge Bureau | Tuesday, March 10, 2015

TAX PLANNING FROM THE KNOWLEDGE BUREAU



In Part 1 of this series on when to start taking Canada Pension Plan (CPP) payments, we discussed the pros and cons of taking CPP early and late. It’s one of the more difficult decisions for those approaching retirement to make, given that life expectancy for those at age 65 is 80 or more. In this article, we’ll conclude with a case study that we hope illustrates the principles involved.

more...
Fund Library News
By Fund Library News Wire | Friday, March 06, 2015

Stock markets retreated last week, as the S&P/TSX Composite Index fell 1.9% on the week, against a backdrop of a strong U.S. monthly jobs report, the launch of quantitative easing in Europe, a lower growth forecast from China, and a growing global crude oil glut.

more...
INSURANCE
By Susan Yates | Thursday, March 05, 2015



The subject of life insurance often arises in the context of estate planning as “a way to keep the cottage in the family.” While that’s one absolutely valid use for life insurance in an estate plan, there are a number of other important life insurance strategies that should also be considered when putting together an estate plan, including paying final expenses, providing survivor income, paying off debts, preserving estate value, ensuring estate equalization, and making bequests.

more...
DUE DILIGENCE
By Dave Paterson | Wednesday, March 04, 2015

With new regulations around cost disclosure coming over the next few months, many investors will be left wondering if they are paying their advisors too much for the service they are receiving. Part of the problem comes from the fact that with a few exceptions, most people do not want to really discuss the costs of investing. And because nobody is having a real honest discussion around the topic, it can be difficult to know whether what you are paying is reasonable based on what you are invested in and what type of advisor, if any, you are working with.

more...
INVESTMENT INSIGHT
By Patrick McKeough | Monday, March 02, 2015



Not understanding the nature of the game makes you a sucker – and a loser – in poker, just the same as not being aware of your limitations can make you a loser in investing. One of my most valuable investing rules resembles something I learned decades ago, as a teenage poker player.

more...
Fund Library News
By Fund Library News Wire | Friday, February 27, 2015

* Stocks post strong gains in February.
* Horizons launches active U.S. dividend ETF.


* Stock markets posted strong gains in February, with several U.S. stock indices reaching new record highs and the S&P/TSX Composite gaining 3.8% on the month, as the U.S. economy expanded in the fourth quarter and inflation in both Canada and the U.S. remained largely unchanged in the month.

more...
THE ETF INVESTOR
By Tyler Mordy | Thursday, February 26, 2015

The prominent technology investor Peter Thiel starts his new book, Zero to One, by posing the question, “What important truth do very few people agree with you on?” This is his standard question when interviewing potential employees. For most, it’s a difficult question. An easier way to provide an answer may be to ask what most people already agree on and then rigorously determine if it may be a popular delusional belief. Often, a good answer will stimulate ideas for a successful new company…or a new investment strategy.

more...
DUE DILIGENCE
By Dave Paterson | Wednesday, February 25, 2015

Brandes Global Small Cap Equity Fund is a deep-value small-cap fund and continues to be one of my favorites in the Global Small/Mid Cap Equity space. While its performance has been stellar of late, it is really more the process and risk controls that attract me to the fund.

more...
A-GRADE FUND REVIEW
By Fundata Analytics Team | Tuesday, February 24, 2015



Among the winning funds at the Fundata FundGrade 2014 A+ Awards Presentations held in Toronto in January were a number of “serial winners,” high-calibre funds that receive the A+ Award in consecutive years. One such winner in 2014 is the TD Entertainment & Communications Fund, which is one of only 20 funds to have won the award in every year since the debut of the A+ Awards in 2011.We took a peek under the hood of this exceptional fund to see if we could zero in on the factors for its success.

more...
Fund Library News
By Fund Library News Wire | Friday, February 20, 2015

* Greek debt deal boosts U.S. stocks.
* IA Clarington merges with JovFinancial Solutions.
* iShares adds to Core funds.
* Investors Group debuts two new funds, merges four old funds.


* Greek debt deal boosts U.S. stocks. An agreement in principle by eurozone finance ministers to extend a debt financing rescue package to the Greek government for another four months helped boost U.S. stocks on Friday, propelling the S&P 500 Composite Index to its third record-high close this year and the Dow Jones Industrial Average to its first record high close this year at 18,140.44. Toronto’s benchmark S&P/TSX Composite Index edged down slightly on the week, as renewed price weakness in crude oil weighed on the energy sector.

more...
Financial Education
By Knowledge Bureau | Thursday, February 19, 2015

TAX PLANNING FROM THE KNOWLEDGE BUREAU



One of the more difficult decisions for those approaching retirement is when to start receiving their Canada Pension Plan (CPP) retirement payments. With more Canadians of retirement age working longer, and with longer lifespans for the average 65-year-old retiree, it’s no longer as cut-and-dried as simply switching on CPP when you turn 65. In Part 1 of this two-part series, we will look at a number of factors that must be weighed to make the decision on when to take your CPP.

more...
DUE DILIGENCE
By Dave Paterson | Wednesday, February 18, 2015

 
The Manulife World Investment Class is one of the best international equity funds available to Canadian investors. This Fundata FundGrade® A-Grade (January 2015) fund uses one of the strongest research processes in the business, helping it to achieve stellar performance with below-average volatility.

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.