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ARTICLE ARCHIVE
12/22/2014 12:42:34 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 | Friday, December 19, 2014

After tumbling through the first couple of weeks of December, the big North American stock market indexes staged a Santa Claus rally this past week, as investors took comfort from the U.S. Federal Reserve Board’s announcement on Wednesday that it’s in no hurry to tighten monetary policy by raising rates anytime soon. The S&P/TSX Composite Index rebounded over 5% on the week, while the S&P 500 Composite rallied 3.4%.

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DUE DILIGENCE
By Dave Paterson | Wednesday, December 17, 2014

Aston Hill Growth & Income Fund is a global balanced fund with an income-focused, go-anywhere mandate. It pays investors a monthly distribution of $0.03 per unit, which works out to an annualized yield of 4.75% at current prices. The fund has a nearly $30 million in tax-loss carryforwards, which mean that any income paid out to investors is likely to be treated as return of capital for tax-loss purposes. This makes it very tax efficient in a non-registered account.

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ADVISOR’S PERSPECTIVE
By Bruce Loeppky  | Tuesday, December 16, 2014

I am very discouraged by what I see happening with older financial advisors in Canada who refuse to downsize their business and prepare their clients for life without them. This is sad, because if they pass away suddenly, typically their clients will be in disarray and likely be dispersed among other advisors at the same firm – a “solution” that has not been given much thought or planning. I’d like to propose a two-stage alternative plan that can assist both clients and their advisors who really should retire but refuse to do so.

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Fund Library News
By Fund Library News Wire | Friday, December 12, 2014

Stock indexes in the U.S. and Canada posted sharp losses on the week, as the selloff in crude oil prices continued and Chinese manufacturing data came in weaker than expected. Toronto’s benchmark S&P/TSX Composite Index slid -5.13% on the week, while the S&P 500 Composite Index of the largest U.S. blue chip stocks lost -3.52%.

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TAX PLANNING
By Samantha Prasad | Thursday, December 11, 2014

With stock markets doing a passable imitation of a roller coaster this month, many investors will be tempted to do some year-end tax-loss selling. This is a tried-and-true way to generate tax savings for the current year, by using losses to reduce capital gains. Last time, I covered the basics of tax-loss selling. In this article, I’ll look at some more advanced strategies, starting with transferring shares to your kids. In fact, if you play your cards right with this popular strategy, you could end up getting a tax reduction “double play.”

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DUE DILIGENCE
By Dave Paterson | Wednesday, December 10, 2014



The Manulife Global Equity Class offering is a virtual copy of the highly regarded Mawer Global Equity Fund. The main differences are that it has a $500 minimum, compared with $5,000 for the Mawer offering, and it carries an MER that is 130 basis points higher. Even with the higher cost, with its Fundata FundGrade® A-grade and the FundGrade A+ Rating for 2013, this fund still rates as one of the better global equity funds around.

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Financial Education
By Knowledge Bureau | Tuesday, December 09, 2014

TAX PLANNING FROM THE KNOWLEDGE BUREAU



By Evelyn Jacks

Canada has a taxation system that is based on self-assessment. We are required to accurately assess income, deductions, and credits, and file our tax returns on time or face penalties, interest, or in serious cases, jail. This system has served us well, with the vast majority (over 90%) of Canadians filing and paying their taxes on time. One of the reasons we are so compliant as a nation is that we trust in the confidentiality we are promised under our Taxpayer Bill of Rights. But how secure is that confidentiality?

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INVESTMENT INSIGHT
By Patrick McKeough | Monday, December 08, 2014

   

Brookfield Renewable Energy Partners L.P. (TSX: BEP.UN) doesn’t just generate power; it also produces a good dividend yield (currently at 5.0%). And although below-average rainfall cut the company’s hydro electric production in the third quarter, putting a crimp in cash flow, that’s a temporary slowdown – the rains will fall again. Meanwhile, the company has added to its power generating capacity with acquisitions in Ireland and the U.S.

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Fund Library News
By Fund Library News Wire | Friday, December 05, 2014

Strong job gains south of the border tickled the big blue-chip U.S. stock indexes to record highs last week, as U.S. bank stocks rallied, overcoming a slump in the energy sector. Canadian stocks, however, disappointed on the week, as both energy and financial issues sank with falling crude oil prices for the former and softer quarterly bank earnings for the latter.

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Estate Planning
By Margaret O'Sullivan | Thursday, December 04, 2014

You may or may not have heard of the term “ethical will.” An ethical will doesn’t deal with money or assets, but instead with values, beliefs, words of wisdom, inner thoughts, and family history and tradition. We predict it will become a more common part of the estate planning process in future.

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DUE DILIGENCE
By Dave Paterson | Wednesday, December 03, 2014

Can you win simply by not losing? Veteran manager John Wilson who helms the Sprott Enhanced Equity Class thinks you can. His fund takes on an absolute return focus as he uses a well-defined process that involves both loss limits and a strict sell discipline combined with a number of conservative option overlay strategies. I look at this one as a “hedge fund light.” It’s a new fund (only a couple of years old), but it shows promise.

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THE FUND INSIDE
By Olev Edur | Tuesday, December 02, 2014

Mackenzie Ivy Foreign Equity Fund  has generally delivered top-quartile long-term returns in its Global Equity Fund category, but its standard deviation and beta figures are half those of most of its peers, meaning this fund has one of the best risk/reward profiles in the category. That has captured the attention of investors and advisors who are looking for safety along with diversification as global equity prices – and risks – keep edging higher.

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Fund Library News
By Fund Library News Wire | Friday, November 28, 2014

The decision last week by the Organization for the Petroleum Exporting Countries (Opec) not to curtail production in the face of plunging crude oil prices hit Toronto’s S&P/TSX Composite Index hard, as about a third of the benchmark is energy-related. The index lost -2.4% on the week, compared with a small gain of 0.2% for the S&P 500 Composite and 1.7% for the Nasdaq Composite. All indexes remained ahead for the month and for the year to date.

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Financial Education
By Knowledge Bureau | Thursday, November 27, 2014

TAX PLANNING FROM THE KNOWLEDGE BUREAU



By Evelyn Jacks

When it comes to family tax essentials you need to grasp in building wealth for your future, there is both good news and bad news in the new Family Tax Cut provisions recently announced by the federal government.

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DUE DILIGENCE
By Dave Paterson | Wednesday, November 26, 2014

REITs had been on quite a tear until mid-2013 when Ben Bernanke’s infamous tapering talk sent bond yields soaring. With yields on the rise, the prices of income producing investments, including real estate stocks and REITs were sent lower. Many investors who held REITs, real estate ETFs, and mutual funds were a little taken aback by the big drops, and many sold out of the sector entirely. But most of the funds have since recovered their losses, with many posting impressive gains in the past year. The real estate equity category gained 16.4% in 12 months ending Oct. 31, the fourth-best showing of all categories in the period.

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THE ETF INVESTOR
By Tyler Mordy | Tuesday, November 25, 2014

Saint Francis of Assisi once reminded his congregation to “preach the gospel at all times, and, when necessary, use words.” Apparently, the European Central Bank’s president, Mario Draghi, slept through that sermon. In what is now famously known as his “Do Whatever It Takes” speech in July 2012, Draghi used rhetoric rather than real policy action to resurrect markets.

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INVESTMENT INSIGHT
By Patrick McKeough | Monday, November 24, 2014



The value and quality of the stocks you consider are far more important than what the share price happens to be doing at any given moment. Stocks go up and down every day. Sometimes there is an obvious cause in good or bad news. But there’s a large random element to stock price changes, particularly over short periods. Here are two of the most common investment errors:

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Fund Library News
By Fund Library News Wire | Friday, November 21, 2014
 

* First Asset launches two new factor-based ETFs
* Mutual fund sales booming
* Stocks advance on China, Europe stimulus plans

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ADVISOR’S PERSPECTIVE
By Bruce Loeppky  | Thursday, November 20, 2014

Do you think you’ve saved enough for retirement? Do you think you’ll ever retire? Research from such organizations as the Conference Board of Canada shows that Canadians approaching retirement are more worried than ever about their ability to fund their golden years. I’ve identified three key areas where the anxiety is the highest, and proposed some solutions.

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DUE DILIGENCE
By Dave Paterson | Wednesday, November 19, 2014



Today, the Fidelity Income Allocation Fund is a tactically-focused fund that invests in a mix of fixed-income asset classes and income-oriented equities. Before July 2010, it was a dramatically different offering, known as the Fidelity Monthly High Income Fund, which invested primarily in income trusts. The downside is that this makes it difficult to get a sense of the longer term performance of the fund, because anything before 2010 is not applicable.

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