Market Update for June 2017 – Why is my account down?
June was a difficult month for most stock and bond markets. And after 6 straight positive months, our Core portfolios had a negative month as well.
All posts for Investing
Socially Responsible ETFs
ModernAdvisor was the first online investment advisor (aka robo-advisor) in Canada to offer a socially responsible investment option back in February 2016. At that time SRI options in the ETF space were much more limited than we would have liked, as a result our SRI portfolios did not have any non-North American developed market or emerging market exposure. We’ve since […]
Socially Responsible Investing
What is Socially Responsible Investing? Socially responsible investing is an umbrella term for many different investment approaches including ethical investing, green investing, sustainable investing, and impact investing. The differences come down to how they implement their approach to investing responsibly. Socially responsible investing distinguishes itself from “regular investing” by considering environmental, social and corporate governance issues, not just financial returns. […]
Fees, Facts, and Fiction
According to renowned investment consultant, Charles Ellis, investors innocently describe mutual fund fees with one four-letter word and one number – both word and number are wrong. The word is “only,” and the number is often “1%.” So, when referring to mutual fund fees, we end up with statements like “It’s only 1%.” That may be true in the United […]
Market Update for May 2017 – Are ETFs WMDs?
Stock markets were generally positive in May, but the TSX ended its record breaking streak of positive months. Are ETFs really the weapons of financial mass destruction that some critics claim they are?
Market Update for April 2017 – Are GICs still safe?
Stock markets were generally positive in April, and the TSX continued its record string of positive months. Meanwhile, troubles at Home Capital made some question the safety of their GICs.
Market Update for March 2017
Stock markets were generally positive in March, as were Canadian bonds. Why a 100% equity portfolio might be a bad idea.
Market Update for February 2017 – Markets at all time highs?
Stock markets were positive in February, and Canadian and US stocks continued to hit new all time highs. Should you change your investment style with markets all time highs?