Guiding you along your financial journey
Most of the financial industry is geared towards selling products. You answer a risk questionnaire to put you onto the risk spectrum from very conservative to very aggressive, regardless of what you are saving for. All of your assets may be combined into a single plan that is optimized to hopefully provide the highest level of return for a given […]
Financial markets had a relatively solid month with no major surprises either positive or negative. Earnings and economic data provided little reason for investors to sell. Europe, despite Greece, continues to show signs of strength and is one of the best performing areas in the world so far in 2015.
There has been plenty of talk about whether actively managed mutual funds are worth the fees they charge. There are many people on either side of the argument. The proponents of active management argue that active managers can add value by selecting the best securities to own or by tactically shifting the asset allocation of the fund.
You may think that getting paid to borrow money is impossible, but that is what the Swiss government did recently.As you may have read last week, Switzerland became the first government ever to sell 10 year bonds with a negative yield: on April 7 Switzerland sold 10 year bonds with a yield of -0.055%. How is this possible?
An overview of March Market Performance, including a March Economic Indicator recap. All index returns are Total Return (includes reinvestment of dividends) and are in Canadian Dollars unless noted.
This infographic includes information about Tax-free Savings Accounts, eligibility criteria, acceptable investments, contribution limits as well as interesting TFSA statistics.
Choosing the right ETFs to implement your asset allocation strategy can be a little like choosing between foods at the grocery store, but it can make a significant difference in your investment performance. In this post I will cover the most important factors to consider when choosing an ETF: Strategy Tracking Error Liquidity Size Fees and expenses Securities Lending Currency […]
There has been plenty of talk about whether actively managed mutual funds are worth the fees they charge. There are many people on either side of the argument. The proponents of active management argue that active managers can add value by selecting the best securities to own or by tactically shifting the asset allocation of the fund. The growing list […]
