Market Update for September 2017 – Rising Interest Rates
Despite its historical reputation, September was a good month for stocks. Bonds didn’t fare as well as interest rates continued to rise.
Market Update for August 2017
August was a relatively good month for stock and bond markets around the world.
Get your first 10K managed for free
At ModernAdvisor, our goal is to help you meet your goals faster. And while we pride ourselves on offering professional investment management at a very low cost, we wanted to make it even easier to choose us to manage your investments. That’s why we’ve decided to eliminate management fees altogether if your total invested with us is 10K or less. […]
Market Update for July 2017
July was a difficult month for Canadian stocks and bonds, outside of Canada most stock and bond markets were positive.
5 Reasons to Start an RESP
In today’s knowledge-driven world, a post-secondary education is more important than ever. But because of increasing tuition costs, many students need their family’s support to pay for a college education. To help families save for their children’s post-secondary education, the government of Canada introduced the Registered Education Savings Plan (RESP) back in 1972. RESPs have evolved substantially since then and […]
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.
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. […]
