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ARTICLE ARCHIVE
7/15/2018 5:15:53 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.

 

Financial Education
By Knowledge Bureau | Tuesday, July 10, 2018

TAX PLANNING FROM THE KNOWLEDGE BUREAU



By Evelyn Jacks

Summertime moves make sense for many families, as they can ensure the kids are well established to start in their new schools by fall. The moving process can be hectic, but it also creates lucrative tax deductions – so keep your receipts and documentation to take advantage. As excerpted from my new book, Essential Tax Facts: How to Make the Right Moves and Be Audit-Proof, Too, here are seven moving-related tax tips for expense claims that every Canadian needs to know!

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Fund Library News
By Fund Library News Wire | Monday, July 09, 2018



By Felix Narhi, CIO & Portfolio Manager, Penderfund Capital Management

Like many investors, we are always looking for insights into how we might improve our outcomes over time. By taking a multi-disciplinary approach and “thinking outside the box,” we sometimes get our inspiration from endeavors completely unrelated to the world of investing. As we prepare to watch the World Cup, it reminds us of a study from a few years ago about the actions of goalkeepers on penalty kicks, and surprisingly, it provides some helpful lessons for investors as well.

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Fund Library News
By Fund Library News Wire | Friday, July 06, 2018

By Mike Keerma

The U.S. economy added 213,000 new jobs in June, beating consensus expectations and underpinning positive market performance for the week. Together with an unemployment rate of just 4%, the pace of job creation indicates strong underlying economic growth, as wage pressures remain contained. Economic fundamentals overshadowed fresh anxieties over President Donald Trump’s imposition of billions of dollars in new tariffs on Chinese goods, with countervailing tariffs imposed by China. The S&P 500 Composite advanced 1.5% on the week, while the Nasdaq Composite Index gained 2.4%. The Canadian economy added 31,800 new jobs in June, with the unemployment rate holding steady at 5.8%. The strong jobs data suggest that the Bank of Canada will hike its key lending rate, following in lock-step with the U.S. Federal Reserve’s rate hike last month. Toronto’s S&P/TSX Composite Index gained 0.6% on the week, with financials, energy, and telecommunications issues providing support to the market. Crude oil backed off 0.7% on the week, while gold held steady, just above breakeven.

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DUE DILIGENCE
By Dave Paterson | Wednesday, July 04, 2018



From time to time, readers of my Top Funds Report request my take on mutual funds they own or are considering investing in. This month, I look at two funds from IA Clarington, the IA Clarington U.S. Dividend Growth Fund and the IA Clarington Global Opportunities Fund.

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Fund Library News
By Fund Library News Wire | Friday, June 29, 2018

By Mike Keerma

The major North American stock indices lost ground on the week, as markets continued to flirt with bearish sentiment. In Canada, the economy grew by 0.1% in April (2.5% annual rate), providing more support for a Bank of Canada rate hike in July, following in lock-step with the U.S. Fed’s 25 basis point hike on June 13. However, Canadian inflation remains cooler than expected, with May’s reading coming in at an annual 2.2% rate, pretty much at the BoC’s 2% target. And trade tensions with the U.S. over tariffs and NAFTA negotiations continue to dog market sentiment, making the path to positive performance less clear. The S&P/TSX Composite Index lost 1% on the week, while gaining 1.4% in June for a respectable 6% advance in the second quarter, supported in part by at 16.5% surge in the price of crude oil . U.S. stock indices similarly lost ground on the week, while turning in only a tepid performance for the month, as investors gravitated to the risk-off trade. As the ultimate haven asset, however, gold was distinctly contrary, instead posting a 1.3% loss on the week, a 3.9% loss on the month, for 5.7% retreat in the second quarter overall.

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DUE DILIGENCE
By Dave Paterson | Wednesday, June 27, 2018



Under the leadership of manager Lee Goldman of CI’s First Asset subsidiary, the First Asset REIT Income Fund has quietly delivered the strongest risk-adjusted returns of any real estate equity fund in Canada.

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Fund Library News
By Fund Library News Wire | Tuesday, June 26, 2018

  

By Mark Brisley, Managing Director and Head of Dynamic Funds

Low fees may be the first thing that attracts investors to exchange-traded funds (ETFs) of any kind – passive, smart beta, and active – but it may be worth a deeper dive to find out what you’re getting for your money. That’s because each of the three ETF categories takes a slightly different approach when it comes to investing. Yes, all three can be bought and sold throughout the day like stocks, and yes, they’re generally highly liquid, meaning there’s a ready market of buyers if you want to sell. Beyond that there are pros and cons to investing in each, and it’s important to review them with your advisor to determine what’s right for you and what you get for your fee.

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Fund Library News
By Fund Library News Wire | Monday, June 25, 2018



Kenndal Mcardle, Investment Analyst, Penderfund Capital Management

It is phenomenal to think about the evolution of the Berkshire Hathaway Inc. (NYSE: BRK.A) annual meeting over the years. Fifty-three years ago the first Berkshire Hathaway annual meeting was held for friends and family in a lunchroom. Today, more than 40,000 people descend on Omaha and fill an arena to capacity, not to mention an online live stream that is viewed by many thousands more. I recently had the privilege to attend the annual “Woodstock of Capitalism” and learn first-hand from the living legends of investing.

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Fund Library News
By Fund Library News Wire | Friday, June 22, 2018

A SPECIAL REPORT FROM



By Nash Swamy, Junior Analyst, Analytics & Data, Fundata Canada Inc.

Toward the end of 2016, the active vs. passive portfolio management style debate raged. Those arguing in favour of active management predicted that actively-managed funds would outperform the broader market universe in 2017, including index funds. How did that turn out? The results might be an eye-opener to some.

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TAX PLANNING
By Samantha Prasad | Thursday, June 21, 2018



With interest rates on rising, many homeowners with mortgages are looking for ways to reduce their debt or at least make it more tax efficient. Luckily, there is a way to do this for those who have a substantial amount tucked away in their Registered Retirement Savings Plan (RRSP).

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DUE DILIGENCE
By Dave Paterson | Wednesday, June 20, 2018



Managed by the Dynamic team that includes Oscar Belaiche (who has a 17-year history with the fund), the Dynamic Dividend Fund aims for a stable monthly income stream with the potential for some capital growth.

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Estate Planning
By Margaret O'Sullivan | Tuesday, June 19, 2018



It’s been almost three years since our last blog on the European Succession Regulation. It seems timely to check the pulse and see what impact it is having on estate planning and administration for Canadians with European Union (EU) connections.

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The Analystís Desk
By John Krisko | Thursday, June 14, 2018

A SPECIAL REPORT FROM



The Canadian Securities Administrators (CSA) is nearing the end of its multi-year fund regulation review, the Modernization Project, which will introduce comprehensive changes to a number of National Instruments later this year. The biggest development is the introduction of a new class of investment funds called “Alternative funds,” and this is set to open a much wider choice in alternative investments to Canadian investors.

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DUE DILIGENCE
By Dave Paterson | Wednesday, June 13, 2018



Over the past few years, Franklin Bissett has quietly grown out its fixed-income team, and the results are now starting to show. Franklin Bissett Core Plus Bond Fund was one of the strongest-performing bonds funds in 2017, gaining 2.9%, placing it in the first quartile for performance and outpacing its peers.

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Fund Library News
By Fund Library News Wire | Tuesday, June 12, 2018



By Kurt Reiman, Director, Chief Investment Strategist for Canada

Diversifying globally provides a range of benefits for Canadian investors (read more here). However, venturing abroad introduces currency risk. Intuition leads us to believe that because currencies are volatile, exposure to foreign exchange swings in a portfolio can only be detrimental. This isn’t always the case, as we find that the impact of foreign currency exposure on risk hinges on the investor’s home currency. In our view, Canadian investors should embrace currency exposure in equities, as global equity returns have tended to be less volatile when measured in Canadian dollars.

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Financial Education
By Knowledge Bureau | Monday, June 11, 2018

TAX PLANNING FROM THE KNOWLEDGE BUREAU



By Evelyn Jacks

Every year there is a milestone date when Canadians can shift their focus from paying taxes to using their income to secure their financial future. Several countries track “Tax Freedom Day” annually, and Canada’s falls this year on June 10. That is weeks later than in other countries, which can have negative repercussions to wealth management and retirement planning.

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Fund Library News
By Fund Library News Wire | Friday, June 08, 2018

By Mike Keerma

Markets shrugged off trade tensions swirling around this week’s G7 meeting in Quebec, as the main North American market indices advanced on the week. Except for a net 7,500 job loss for the Canadian economy in May, the week was light on significant economic data. Despite the decline, Toronto’s benchmark equity index, the S&P/TSX Composite, managed a gain of 1% on the week overall. Similarly, U.S. investors gave little weight to trade hostilities between the U.S. and its main allies Canada and Mexico, arising from President Trump’s imposition of tariffs on steel and aluminum, as well as fractious NAFTA negotiations. Instead, investors marked time ahead of next week’s rate announcement as the U.S. Federal Reserve is widely expected to raise its federal funds rate a notch. The blue-chip S&P 500 Composite Index advanced 1.6% on the week, while the tech-weighted Nasdaq Composite Index gained 1.2%. Crude oil edged back 0.2% on the week, while gold ticked up 0.4%.

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ADVISORíS PERSPECTIVE
By Bruce Loeppky  | Thursday, June 07, 2018



I recently lost a client because a friend of the client’s directed them to a big bank who asserted they were only making about a 5% annual return and that their fees were too high. It turns out their Registered Retirement Savings Plan (RRSP), which held the bulk of their assets, had in fact returned about 7%-8% annually in the last five years. So is it worth giving up a steady return like this, in a defensive portfolio, for the unproven prospect of a slightly higher return, the possibility of lower fees, and the virtual certainty of increased risk?

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DUE DILIGENCE
By Dave Paterson | Wednesday, June 06, 2018



In the bond space, there are few shops that are as well respected as
Canso Investment Counsel, the managers of Lysander-Canso Short Term & Floating Rate Fund. Manager John Carswell aims for high current income and some long-term capital appreciation with a fundamentally-driven credit analysis process. The fund won the FundGrade A+ Award in 2017, and continues to place in the first quartile of performance. Here’s a look at what’s behind this Lysander fund’s success.

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THE ETF INVESTOR
By Tyler Mordy | Tuesday, June 05, 2018



Who does not support the notion of “fairness”? Everything is better when it is endorsed. Even defeat is more pleasant when it is fair and square. It is one of those warm-blanket words that no one disputes. But the concept of fairness is becoming astoundingly complex when discussing world trade.

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