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ARTICLE ARCHIVE
8/27/2015 10:12:25 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.

 

Fund Library News
By Fund Library News Wire | Thursday, August 20, 2015

   

By Lea M. Hill, President, ACB Tracking Inc.

Calculating an accurate adjusted cost base (ACB) when an exchange traded fund (ETF) is sold can be a frustrating and time-consuming exercise. In addition, many investors may be paying too much as a result of inaccurate calculations.

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DUE DILIGENCE
By Dave Paterson | Wednesday, August 19, 2015



Over the past couple of years, a number of new investment funds have been launched with the goal of helping to reduce the overall risk and volatility that an investor experiences. These new funds range from “Low Vol” strategies that are designed to exhibit lower volatility than the broader market to more active strategies that use other risk-mitigation techniques to do the same thing. I thought it might be a great time to take a look at a handful of these offerings to see how they stacked up in the market correction we experienced last September and October, not only against the markets, but also some of my favourite picks in the respective categories.

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Financial Education
By Knowledge Bureau | Tuesday, August 18, 2015

TAX PLANNING FROM THE KNOWLEDGE BUREAU 

  

By Evelyn Jacks

The start of the school year is around the corner, and now is a great time to think about the tax benefits available to post-secondary students, so you can be better organized come year-end, and have all your slips ready for tax-filing season next April.

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Fund Library News
By Fund Library News Wire | Tuesday, August 18, 2015

TORONTO, ON, August 18, 2015 – The Canadian ETF Association (CETFA) and Fundata Canada Inc. are pleased to announce the launch of the CETFA ETF Risk Ratings. The new ratings are designed to give ETF providers and the industry a consistent set of risk measures to help investors and advisors choose risk-appropriate exchange-traded funds (ETFs) for investment portfolios.

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INVESTMENT INSIGHT
By Patrick McKeough | Monday, August 17, 2015



Trading Canadian stock options generates a lot of brokerage commissions, which is why many young, aggressive brokers specialize in it. But many of these brokers wind up dropping out of the investment business or choosing another specialty. That’s because it’s impossible to build a lasting clientele by trading Canadian stock options, since you place your clients in investments that will almost certainly cause them to lose money.

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Fund Library News
By Fund Library News Wire | Friday, August 14, 2015

* China’s currency devaluation; plus Berkshire, ONEX, Cinplex report Q2
* Canadian ETF assets expand in second quarter.
* New funds from Middlefield, Manulife, and Sun Life.


Stock markets slumped at mid-week following China’s near-2% devaluation of the yuan on Tuesday. The turmoil eased a bit by week’s end with an announcement from China’s central bank that the devaluation is complete. North American stocks recovered somewhat. But Toronto’s S&P/TSX Composite Index dropped 0.2%, as global currency turmoil was exacerbated by plunging crude oil prices, which slid over US$1.50 per barrel for WTI crude over the week, to close at US$42.06. The U.S. blue-chip S&P 500 Composite Index recovered earlier losses and closed ahead 0.7% on the week.


  

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TAX PLANNING
By Samantha Prasad | Thursday, August 13, 2015



Thinking about drafting a will? Or updating an old will? Don’t forget your silent beneficiary, the Canada Revenue Agency. Though not named in your will, the CRA is always on hand ready to take as large a cut from your estate as it possibly can. Luckily, there are a number of tactics you can use to shrink the taxman’s take. I covered the use of trusts in a previous article. This time, I want to look at some less esoteric ideas, including the designation of income-earning assets, probate planning, RRSPs and RRIFs, and charitable donations.

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DUE DILIGENCE
By Dave Paterson | Wednesday, August 12, 2015

 

Year to date, the Mackenzie Canadian Growth Fund has been one of the best-performing Canadian equity funds, gaining more than 10.8% to June 30, handily outpacing its peer group and the index. Longer-term numbers are also impressive, with an average annual compounded rate of return of19% for the most recent three-year period.

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Fund Library News
By Fund Library News Wire | Friday, August 07, 2015

* Market wrap: Big indices rack up losing week
* RBC launches new EM fund, adds U.S. dollar options.


* Market wrap: Big indices rack up losing week. Stock markets slipped lower across the board this week, as another positive monthly U.S. jobs report added fuel to speculation that the Federal Reserve will edge up its federal funds rate for the first time since the financial crisis of 2008. Nervous traders sold off blue chips stocks giving a weekly -1.25% loss for the S&P 500 Composite Index, exacerbated by typically thinner summertime trading volumes on the major exchanges. Sliding energy issues continue to put pressure on the S&P/TSX Composite Index, which lost -1.15% on the week.

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Fund Library News
By Fund Library News Wire | Thursday, August 06, 2015

    

By Pat Chiefalo, Managing Director, BlackRock Inc.

Home is where the heart is, they say – and it’s also where Canadians like to keep their investments. The so-called “home bias” among investors is strong: the typical Canadian holds about two-thirds of assets in domestic stocks and bonds1. Now, there is nothing unusual about this; investors in most countries tend to prefer the comfort of home. But there is good reason for Canadian investors in particular to look beyond their own borders – and to consider using exchange-traded funds as a cost-efficient, convenient way to do it.

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DUE DILIGENCE
By Dave Paterson | Wednesday, August 05, 2015



Taxes are one of those things that most people, myself included, don’t like to talk about. It is complicated, boring, and often confusing. Unfortunately, understanding how your investments, particularly your foreign investments, are taxed is rather important because it can have a significant impact on your overall return. This is particularly true with ETFs because the way the ETF is structured can have a big effect on how much tax you will pay.

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Financial Education
By Knowledge Bureau | Tuesday, August 04, 2015

TAX PLANNING FROM THE KNOWLEDGE BUREAU



By Evelyn Jacks

We generally believe, living in Canada, that we have the safest banking system in the world. Certainly we’re in the top 10, right? It depends on who does the ranking, it seems.

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INVESTMENT INSIGHT
By Patrick McKeough | Monday, August 03, 2015



Despite what some skeptics say, the people who make stock picks on cable TV usually give you their honest opinions. The problem is that most of the stocks they pick are far too risky.

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THE ETF INVESTOR
By Wilfred Hahn | Thursday, July 30, 2015


We believe China remains in a structural “up” market. It would be a mistake to jump off its equity market or currency during times of apparent crisis. Here’s why.

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DUE DILIGENCE
By Dave Paterson | Wednesday, July 29, 2015

  

Mackenzie Canadian Growth Balanced Fund is managed almost like a fund of funds, with Dennis StarrittDina DeGeer, and David Arpin managing the equity component, and Steve Locke with the Mackenzie Fixed Income Team taking care of the fixed-income sleeve. The top-level asset mix decision is now in the hands of Mackenzie’s Asset Mix Team, which is headed up by Alain Bergeron. The fund consistently posts first-quartile performance with below-average volatility, delivering a 1-year return of 17.12% to June 30, well above the benchmark and its category average. Here’s a look at what makes this fund tick.

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TAX PLANNING
By Samantha Prasad | Tuesday, July 28, 2015



Every will has an unnamed beneficiary: the Canada Revenue Agency. And many heirs and beneficiaries are often surprised that their inheritance has dwindled considerably after the taxman’s take. Luckily there are a number of strategies and tactics you can use to make your will tax efficient and to ensure your beneficiaries get the bulk of your estate, not the CRA.

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The Analyst’s Desk
By John Krisko | Thursday, July 23, 2015

A SPECIAL REPORT FROM



Earnings season is here again, and there is a palpable air of excitement in the markets. This is the time when investors get a glimpse into the operations of their companies and, perhaps more than at any other point, a chance for fortunes to be won and lost in an instant. For equity investors, Christmas comes four times a year. We saw examples of this just recently with the release of quarterly earnings reports by a couple of high tech brand names, Google and Netflix, which managed to move markets. But how did it impact Canadian mutual funds that hold large positions in momentum stocks like Google?

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DUE DILIGENCE
By Dave Paterson | Wednesday, July 22, 2015

 

Sentry Small/Mid Cap Income Fund has achieved a rare distinction: It has won the prestigious Fundata FundGrade® A+ Award since the Awards debuted in 2011. It has also been one of my favorite small- and mid-cap offerings for nearly five years now. Managed by Sentry’s Aubrey Hearn and Michael Simpson, it has the duel objectives of providing consistent monthly income and capital growth, and has succeeded on both. Since I began recommending it, it has outperformed its competition by a wide margin on both an absolute and risk-adjusted basis. What makes this fund such a consistent winner?

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Fund Library News
By Fund Library News Wire | Tuesday, July 21, 2015

    

By Martin Grosskopf, AGF Investments Inc.

Recently, major asset owners have made headlines with their decisions to divest fossil fuel assets from their portfolios. As discussion surrounding climate change grows, institutional investors are increasingly incorporating environmental and social risks into their financial assessments and decisions to move away from fossil fuel companies have been increasing. Recent data has shown that in just nine months, from January 2014 to September 2014, the number of commitments by universities, churches, cities, states, pension funds and other institutions more than doubled from 74 to 181. In sum, more than US$50 billion has been divested from fossil fuels so far.*

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INVESTMENT INSIGHT
By Patrick McKeough | Monday, July 20, 2015



Successful investors have learned to see the stock market as a natural home for their savings. They agree with renowned investor Warren Buffett, widely recognized as the most successful investor in history. Buffett has often said that the ideal holding period for stock investors is “forever.” He never sells because of the possibility of a temporary downturn. He sells only when something goes wrong with one of his investments. Here’s why acting on market predictions can often cost you money.

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