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ARTICLE ARCHIVE
5/1/2016 12:13:53 AM
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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.

 

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

While the actively managed Jarislowsky Select Balanced Fund may have been launched only in 2010, Jarislowsky Fraser have been one of the most respected investment management companies in Canada since 1955. And in its short life so far, this fund has managed to win the FundGrade A+ Award for two consecutive years. Here’s a closer look at how they did it.

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Financial Education
By Knowledge Bureau | Tuesday, April 26, 2016

TAX PLANNING FROM THE KNOWLEDGE BUREAU



By Evelyn Jacks

It’s important to be a law-abiding tax filer, but did you know that some sources of cash flow and income are not reportable on the tax return? Consider the following checklist, and be sure to avoid paying extra tax by including them in error.

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

By Mike Keerma

* TSX climbs with crude
* WisdomTree opens Canadian branch
* Horizons launches Nasdaq ETF
* Mackenzie enters ETF market

* TSX climbs with crude. Stock markets edged higher on the week, with Toronto’s S&P/TSX Composite gaining 1.7%, as the price of crude oil and other commodities continued to firm up. The S&P 500 Composite and the Nasdaq Composite hovered just around breakeven for the week, as technology bellwethers Microsoft Corp. (NASDAQ: MSFT), Alphabet Inc. (NASDAQ: GOOG), International Business Machines Corp. (NYSE: IBM), and Netflix Inc. (NASDAQ: NFLX) reported softer-than-expected quarterly profits.

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DUE DILIGENCE
By Dave Paterson | Thursday, April 21, 2016

Beutel Goodman is one of those shops you don’t hear a lot about. They quietly go about their business of managing money and offer one of the strongest fund lineups in the industry. A great example of this is the 2015 FundGrade A+™ Award-winning Beutel Goodman Canadian Equity Fund.

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ADVISOR’S PERSPECTIVE
By Bruce Loeppky  | Wednesday, April 20, 2016

I have a good friend who has been in the financial services sector for about 30 years who has on his business card “Unbiased and Independent Financial Advice.” Isn’t that what all financial advisors offer to their clients? It makes sense that they would all offer independent and unbiased advice, so why is that not all do?

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Estate Planning
By Margaret O'Sullivan | Tuesday, April 19, 2016



Perspective is important and illuminating. About only 15 years ago, or perhaps even less, it was not common to have to consider the impact our Canadian and U.S. tax and legal regimes have on estate planning and our affairs in general. The 49th parallel and the world’s longest undefended border symbolized separate tax and legal regimes, and there was little recognition of the need to consider the impact of the laws on either side of it, notwithstanding many Canadians living south of it and many U.S. citizens living north of it. The new reality is increasingly “borderless.”

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

By Mike Keerma

* Stocks gain despite oil uncertainties
* Sphere Investments launches income ETF
* Top 5 fund categories


North American stocks posted gains for the week as strength in the financial sector and better-than-expected first-quarter earnings helped boost investor sentiment, while crude oil prices stalled ahead of a meeting of major Mideast oil producers in Qatar this weekend. Toronto’s S&P/TSX Composite Index advanced 1.8% on the week, while the S&P 500 Composite gained 1.6% and the Nasdaq Composite rose 1.8%.

  

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



Mawer Investment Management is one of those companies that seems to do most things right. They offer a decent family of funds run by quality managers, following a disciplined repeatable process, all at a reasonable cost. And three-time  FundGrade A+ Award-winner Mawer U.S. Equity Fund exemplifies that philosophy. Here’s a look under the hood of this perennial outperformer.

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Fund Library News
By Fund Library News Wire | Wednesday, April 13, 2016

TORONTO, ON, APRIL 13, 2016 – Fundata Canada Inc. is pleased to announce an important decision by securities regulators that may favorably impact fund companies’ communications strategies. A major Canadian fund company working closely with Fundata has obtained regulatory relief allowing it to use both the monthly FundGrade Rating and the annual FundGrade A+™ Award in its communications material.

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PLANNING POINTS
By Doug Nelson | Tuesday, April 12, 2016



In this series, I’ve been exploring what professional money managers do when markets turn volatile. With my 10-step methodology I begin by developing informed opinions by looking at trends, patterns, and relationships. I then quantify risk. In the final four steps, I zero in on assessing investor-specific decisions, including how to deploy cash cushions.

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THE ETF INVESTOR
By Tyler Mordy | Monday, April 11, 2016



Watching Alejandro Iñárritu’s harrowing survivalist drama The Revenant is an excruciating, visceral experience. For some, however, watching the mauling in the oil market over the last few years was even grislier. Yet 2016 has provided a respite from the thrashing – oil, the wider commodity complex, and resource-driven currencies have returned with a vengeance. For commodity bears like us, this revenant-like performance has inflicted some short-term pain. Where to next?

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

By Mike Keerma

The major stock market indices slumped on the week, casting doubt on whether the market rally since early February is sustainable. Uncertainty about the direction of monetary policy, further softness in the U.S. dollar, and a 7.7% surge in crude oil prices on the week sent stock markets into “risk off” mode, introducing fresh volatility into the market as traders sought the safer harbours of U.S. Treasury bonds. Toronto’s S&P/TSX Composite Index edged down -0.3% on the week, a nominal loss mitigated somewhat by a 1% surge in Friday’s session. The blue-chip S&P 500 Composite Index of large-cap U.S. stocks retreated -1.2% on the week, while the Nasdaq Composite followed suit with a -1.3% loss.

  

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



Recently, a reader asked my opinion on the relative merits of four RBC global bond funds: RBC High Yield Bond (RBF496)RBC Global High Yield Bond (RBF579), RBC Emerging Markets Bond (RBF497), and BlueBay Global Convertible Bond (RBF490). They wanted to know which of these RBC offerings would make a great addition to a traditional bond portfolio. I took a look at these selections. What I found may surprise you.

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INVESTMENT INSIGHT
By Patrick McKeough | Tuesday, April 05, 2016



Index mutual funds are among the better financial innovations to come along in the past few decades. These are specialized mutual funds that invest so as to come close to equaling the performance of a market index, such as the S&P/TSX 60.

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Fund Library News
By Fund Library News Wire | Friday, April 01, 2016

By Mike Keerma

* Market wrap: Rocky first quarter dampens gains
* TD launches six broad-index ETFs
* PowerShares launches global ETF on NEO exchange
* Vanguard adds target-date retirement funds to institutional offerings


* Market wrap: Rocky first quarter dampens gains. The major North American stock indices gained ground last week, as investor sentiment was buoyed by dovish comments from U.S. Federal Reserve Chair Janet Yellen and by positive job creation and manufacturing data for March. U.S. markets continued to feel the effects of the rocky start to the year, however, with the S&P 500 Composite advancing only 0.8% in the first quarter, while the Nasdaq Composite lost ground, retreating 2.8%. Toronto’s S&P/TSX Composite Index fared best, advancing 3.7% in the first three months, spurred by improving economic growth and a rally in commodity prices, particularly crude oil

  

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TAX PLANNING
By Samantha Prasad | Thursday, March 31, 2016



In these days of soaring home prices and growing transaction expenses, such as land transfer taxes and moving costs, it would be an understatement to say that every new owner could use some sort of a financial break. Happily, for those of you who moved last year to be closer to work or school, there may be such a break available. And with tax filing time approaching, it makes sense to take advantage of the moving expense deduction. Here’s how.

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DUE DILIGENCE
By Dave Paterson | Wednesday, March 30, 2016

They say that if something sounds too good to be true, it probably is. That’s how I first felt about the concept of low volatility investing: Not only are you expected to earn a good return but you are expected do it with a lower level of risk. Good luck! But the risk-adjusted performance of the TD Global Low Volatility Fund has gone a long way to mitigating my skepticism.

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Fund Library News
By Fund Library News Wire | Tuesday, March 29, 2016



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

Bonds have a reputation as a safe and predictable investment vehicle primarily because in most investors’ experience, they’ve given wonderful returns with low risk. For the past 35 years, interest rates have declined from as high as 18%-19% in the early 1980s to close to zero today, resulting in bond prices appreciating dramatically over the last three and a half decades. But when investing, looking forward – not backward – is critical. And we don’t like what lies ahead.

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PLANNING POINTS
By Doug Nelson | Monday, March 28, 2016



When markets turn volatile, what do professional money managers do? In a previous article, I showed how money managers first develop informed opinions by looking at trends, patterns, and relationships. This time, I want to continue my mini crash course in portfolio management with the next two steps in my 10-point process – a look at how the pros determine downside risk.

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Financial Education
By Knowledge Bureau | Thursday, March 24, 2016

TAX PLANNING FROM THE KNOWLEDGE BUREAU



By Evelyn Jacks

The federal budget was tabled on March 22, and there were a number of changes to personal taxes. The good news is that the much-rumored increase to the capital gains inclusions rate did not come to fruition in this budget, and the anticipated changes to stock option benefits have been deferred for now. But if you’ve invested in corporate class mutual funds, you’ll want to do any switching between funds on a tax-free basis now until September as that special tax free treatment will disappear. Here’s a summary of some of the measures proposed in the budget.

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