Last updated: Sep-16-2014

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

ARTICLE ARCHIVE
9/17/2014 1:34:05 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.

 

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...
INSURANCE
By Susan Yates | Thursday, August 28, 2014

You’re going shopping for insurance. But whom do you buy from? The choices are bewildering. There are brokers and agents and underwriters. Some are “captive” employees of a single company, others are independent (sort of). Most have to be licensed by the government. But some don’t, and can still sell you an insurance policy. To help clear up some of the fog, and help you make the right choices, I’ve prepared this consumer’s buying guide to insurance product providers and their services.

more...
DUE DILIGENCE
By Dave Paterson | Wednesday, August 27, 2014

The managers at Trimark Canadian Opportunity Class use the famously disciplined Trimark approach with a bottom-up, fundamentally-driven stock selection process. That’s paid off for this 13-year-old fund, which posted a benchmark-beating first-quartile 5-year average return of 11.6% as of July 31. Can they keep the momentum?

more...
Financial Education
By Knowledge Bureau | Tuesday, August 26, 2014

TAX PLANNING FROM THE KNOWLEDGE BUREAU

  

By Evelyn Jacks

The Canada Revenue Agency is acting to shore up compliance for small business owners. Both tax practitioners and their clients will be engaged in a “Get it Right the First Time” initiative, which includes office visits by the CRA.

more...
Fund Library News
By Fund Library News Wire | Saturday, August 23, 2014

Recent mutual fund and ETF debuts
* RBC and First Asset go shopping in Europe.
* Manulife adds to global income lineup.
* First Trust launches global monthly income ETF.
* Powershares climbs the bond ladder.
* iShares adds short-term Canadian bond ETF.
* Investors Group joins the global income fund bandwagon.
* Horizons goes whole hog into energy with new ETF.

more...
Fund Library News
By Fund Library News Wire | Friday, August 22, 2014

The world’s central bankers gathered for their annual gabfest at Jackson Hole, Wyoming this week, didn’t find anything astonishingly new in their outlook (U.S. economic growth erratic but job gains growing, Europe on the cusp of contraction, Japan and China faltering, U.K. growing nicely, thank you). Despite hawkish noises from some Federal Reserve governors, Fed Chair Janet Yellen does not seem inclined to jump on the rate-hike bandwagon before the middle of next year.

more...
TAX PLANNING
By Samantha Prasad | Thursday, August 21, 2014

Is it time to sell your winning stocks? Given recent stock market highs, plenty of investors are thinking that now’s the time to sell and lock in those juicy gains. That may or may not be a good idea from an investment standpoint. But from a tax perspective, triggering capital gain can also trigger a tax bill – remember, you have to include 50% of capital gains in income, to be taxed at your top marginal rate. To help soften the blow, here are some places to look for tax losses (some obvious, others not so much) that could shelter or offset capital gains tax.

more...
DUE DILIGENCE
By Dave Paterson | Wednesday, August 20, 2014

Unlike a lot of small-cap funds that look to shoot the lights out with big returns and big volatility, the Dynamic Small Business Fund takes a more conservative approach. Managed by the team of Oscar Belaiche and Jason Gibbs using what they call “quality at a reasonable price” approach, the fund has nevertheless delivered a compound average annual 10-year return of 13.82%.

more...
PLANNING POINTS
By Doug Nelson | Tuesday, August 19, 2014

When I began this series, I stated that “the ideal outcome of every retirement plan is to have a secure, tax-efficient income with a low-risk, low-fee portfolio.” The best way to do this is to minimize investment management fees in a retirement portfolio. This can add hundreds of thousands of dollars of additional income and wealth through the retirement years, often with less risk. Here’s how.

more...
INVESTMENT INSIGHT
By Patrick McKeough | Monday, August 18, 2014

 

Wise investors always value dividends, but many investors don’t realize that share buybacks can be just as valuable as dividends, and in some cases, more so. Dividends are in fashion with investors, and that’s a good thing. But it’s odd that while investors periodically crave cash dividends, they rarely get excited about stock buybacks.

more...
Fund Library News
By Fund Library News Wire | Friday, August 15, 2014

Despite a retreat on Friday, the big North American indexes closed Friday with week-over-week gains as positive U.S. industrial growth offset geopolitical tensions and stalling growth in the eurozone. The S&P 500 Composite Index gained 1.2% on the week, while Toronto’s S&P/TSX Composite advanced 0.7%.

more...
Estate Planning
By Margaret O'Sullivan | Thursday, August 14, 2014

The world is only getting smaller, not bigger. We move around more. We live for extended periods and purchase property in other countries. But this unprecedented global mobility has also raised some complex legal issues we should all be aware of.

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.