Monthly Market Update for January 2016
Stock markets had another bad month in January. The Bank of Canada left interest rates unchanged despite analyst predictions and the Bank of Japan joined the negative interest rate club.
All posts for Investing
Markets Got You Feeling Queasy? Get Relief With Lower Fees
Well, January has been fun so far! After the Santa Claus rally failed to materialize in December, the selling continued into the New Year. With RRSP season just around the corner this sell off might have you reconsidering contributing to an RRSP before the deadline on February 29. While the sell off on stock markets around the world has been […]
Monthly Market Update for December 2015
Stock markets had an uncharacteristically bad December. The US Federal Reserve finally raised interest rates, while the Bank of Canada left interest rates alone.
Is Your ‘Active’ Mutual Fund Really an Index Fund in Disguise?
To justify the high fees on mutual funds, their advocates will often use the argument that you are paying for the skill of the portfolio manager who is actively managing the fund. But just how active are most mutual funds? Active Share A measure called active share can help determine just how active your mutual fund is. Active share compares […]
Monthly Market Update for November 2015
Volatility continued its decline in November from the high levels seen in August and September. Performance was flat to negative on most stock markets and commodities had difficult month.
Forecasting Asset Class Returns
What sort of returns can I expect from my investments? This is a question that everyone wants to know the answer to before they invest. Whether you are investing for retirement, investing for your child’s education or just investing for a rainy day, having a realistic idea of what your investments may return is important. If high expected returns are […]
Monthly Market Update for October 2015 – Best Month in 4+ Years
Volatility subsided in October from the high levels seen in August and September and many stock markets went on to post their best month in over 4 years. Canadians went to the polls and selected the first new federal government in almost 10 years, the financial implications of which won’t be felt until sometime next year.
What Are the Benefits of Working with a Portfolio Manager?
Usually only investors with large accounts, such as those over $500,000 or $1 million, can get access to a Portfolio Manager. If that doesn’t include you, there are financial advisors available at banks or mutual fund companies you can work with. Online investment advisors, like ModernAdvisor, were created to bring the service and expertise of Portfolio Managers to smaller investors. […]
