Market Update for May 2019
May saw most equity markets give back some of their gains from the previous few months. REITs and bonds helped to offset some of those losses.
All posts for Investing
Market Update for April 2019
April saw the continued climb for many markets from their December 2018 low, and nearly all have now fully recovered those losses. This month our commentary section features one of our portfolio managers, Gordon Ross.
Market Update for March 2019
Good performance in March capped off a strong first quarter, completing the recovery from the decline in the fourth quarter of 2018.
Market Update for January 2019 – Best January in 25 Years
While December 2018 was the worst December in 25 years, January was the best January in 25 years.
Loss Aversion: Bad Behaviour
Question. My investments are currently at one of the banks. I have been reviewing my portfolio and how it has performed over the last few years, and I am unhappy with the performance. I have done my homework and my due diligence, and I have decided that I am ready to transfer my investments over to ModernAdvisor and become a […]
The Dangers of the Group RESP: Investors Beware!
Question. I have an RESP with another company. We signed up and opened the account when my daughter was born. Last week, I contacted the company to initiate a transfer, and I was told that I would be charged over $4,000 in fees! I feel like I’ve been totally misled and I’m furious. Why is this happening? Are all RESPs […]
New CPP – Is it Better?
Question. I’ve heard that the CPP is changing. Is it? To be honest, I don’t really understand the CPP, or the change. But I hear some people saying it’s good, and others saying it’s bad. Can you tell me more about the changes and how they might affect me? Answer. Yes, as of January 2019, the Canada Pension Plan (CPP) […]
Investment Trap: Home Bias
Question. I’m nervous about investing in other countries – especially the US. Every time I turn on the news it feels like something crazy is going on with the stock markets in the US. Last year, I felt like my portfolio was on a roller coaster ride. I’m wondering if I should just keep my investments in Canada instead… Would […]
