Canadian Mutual Fund Adviser •2014-04-01 •
Where to put new money now
Continue to add new money to existing positions. Emphasize those positions that have suffered relative short-term weakness.
OUR CURRENT THINKING: Stock markets in North America and Read More
The MoneyLetter •2014-03-25 •
One of the most important investment principles you can follow is to sidestep investments you don’t understand.
It’s a principle that some of the most successful, well-known investors, such as Warren Read More
Money Reporter •2014-03-21 •
With all of our other investment choices, be it stocks or trusts or bonds or cash, we all make our own decisions on what and when to buy and sell. Read More
Canadian Mutual Fund Adviser •2014-03-14 •
If stock markets correct in the near term, we advise you to add to your holdings when prices are down. Among funds that make good candidates for buying during corrections Read More
Money Reporter •2014-03-13 •
At the Money Reporter, we rely on mutual funds especially to cover off your U.S. and international exposure, but also to give you some diversity in your Canadian equity allocation. Read More
Canadian Mutual Fund Adviser •2014-03-06 •
Invest gradually. That way you’ll be in a position to take advantage of lower prices when stock-market corrections occur.
• Invest the core of your portfolio in conservative equity funds Read More
Canadian Mutual Fund Adviser •2014-02-26 •
Markets have behaved perversely in recent months. Good economic news was sometimes greeted with a selloff as investors feared better times would only encourage the U.S. Federal Reserve to begin Read More
Canadian Mutual Fund Adviser •2014-02-20 •
Mutual funds used to offer a way to simplify your investing. Instead of choosing from a multitude of stocks, you could choose one of a handful of funds. Today, however, Read More
Canadian Mutual Fund Adviser •2014-02-18 •
Though balanced funds are extremely popular with Canadian investors, we see little appeal in these investment products. A better fund strategy is to create your own balanced fund by selecting Read More
Canadian Mutual Fund Adviser •2014-02-10 •
Regardless of whether or not the U.S. stock market has another stellar year in 2014, we believe you should always have some exposure to U.S. equities. And if you’re an Read More
Canadian Mutual Fund Adviser •2014-01-23 •
Canadian Mutual Fund Adviser, MPL Communications Inc.
133 Richmond St.W., Toronto, ON, M5H 3M8. 1-800-804-8846
You may be thinking of buying a balanced fund sometime in the New Year. Rather than do Read More
Money Reporter •2014-01-22 •
Money Reporter, MPL Communications Inc.
133 Richmond St.W., Toronto, ON, M5H 3M8. 1-800-804-8846
What to do about common stocks
We experienced a nice little year-end rally in Canadian stocks. Over the past Read More
Investor's Digest of Canada •2014-01-20 •
Investor’s Digest of Canada, MPL Communications Inc.
133 Richmond St.W., Toronto, ON, M5H 3M8. 1-800-804-8846
– by Keith Richards
If you don’t want to buy individual names, consider iShares S&P/TSX Small-Cap Index fund.
Read More
The MoneyLetter •2014-01-16 •
The MoneyLetter, MPL Communications Inc.
133 Richmond St.W., Toronto, ON, M5H 3M8. 1-800-804-8846
– Keith Richards
As we begin the New Year, many of us find ourselves reflecting on past decisions we’ve made Read More
Canadian Mutual Fund Adviser •2014-01-15 •
Canadian Mutual Fund Adviser, MPL Communications Inc.
133 Richmond St.W., Toronto, ON, M5H 3M8. 1-800-804-8846
Below, we discuss four equity funds we think you should consider investing in in 2014. They may Read More
The MoneyLetter •2014-01-08 •
The MoneyLetter, MPL Communications Inc.
133 Richmond St.W., Toronto, ON, M5H 3M8. 1-800-804-8846
If you want to include only exchange-traded funds for your portfolio, we’ve suggested in the past that you keep Read More
Canadian Mutual Fund Adviser •2014-01-07 •
Canadian Mutual Fund Adviser, MPL Communications Inc.
133 Richmond St.W., Toronto, ON, M5H 3M8. 1-800-804-8846
Among resource issues, energy stocks have held up relatively well this year. That may reflect the Read More
Canadian Mutual Fund Adviser •2013-12-27 •
Canadian Mutual Fund Adviser, MPL Communications Inc.
133 Richmond St.W., Toronto, ON, M5H 3M8. 1-800-804-8846
The Canadian stock market may yet catch up to the U.S. market. Or perhaps the U.S. Read More
The Investment Reporter •2013-12-17 •
The Investment Reporter, MPL Communications Inc.
133 Richmond St.W., Toronto, ON, M5H 3M8. 1-800-804-8846
Small stocks do best in January. So if you’re in no hurry to sell, wait until January to Read More
Investor's Digest of Canada •2013-12-16 •
Investor’s Digest of Canada, MPL Communications Inc.
133 Richmond St.W., Toronto, ON, M5H 3M8. 1-800-804-8846
– Edited from an article by Sunil Vidyarthi, M.B.A., PhD
What’s your take on the umpteenth version of Read More
Canadian Mutual Fund Adviser •2013-12-13 •
Canadian Mutual Fund Adviser, MPL Communications Inc.
133 Richmond St.W., Toronto, ON, M5H 3M8. 1-800-804-8846
Recent market action indicates why it’s essential to hold Canadian
equity index ETFs as part of a Read More
Canadian Mutual Fund Adviser •2013-12-02 •
Canadian Mutual Fund Adviser, MPL Communications Inc.
133 Richmond St.W., Toronto, ON, M5H 3M8. 1-800-804-8846
Critics of market cap-weighted indexes argue they overweight overvalued stocks while underweighting undervalued ones. This leads to Read More
Canadian Mutual Fund Adviser •2013-11-25 •
Canadian Mutual Fund Adviser, MPL Communications Inc.
133 Richmond St.W., Toronto, ON, M5H 3M8. 1-800-804-8846
When a fund you hold loses more than 40 per cent in a year, it’s tempting to Read More
Canadian Mutual Fund Adviser •2013-11-15 •
Canadian Mutual Fund Adviser, MPL Communications Inc.
133 Richmond St.W., Toronto, ON, M5H 3M8. 1-800-804-8846
Stephen Poloz, governor of the Bank of Canada, has painted a gloomy picture of the Canadian economy Read More
The Investment Reporter •2013-11-13 •
The Investment Reporter,, MPL Communications Inc.
133 Richmond St.W., Toronto, ON, M5H 3M8. 1-800-804-8846
Rebalancing leads to trading costs. These include brokerage fees when you sell one investment and reinvest in another, Read More
Canadian Mutual Fund Adviser •2013-11-07 •
Canadian Mutual Fund Adviser, MPL Communications Inc.
133 Richmond St.W., Toronto, ON, M5H 3M8. 1-800-804-8846
The U.S. stock market rose 13 per cent last year, and it looks like it may do Read More
Canadian Mutual Fund Adviser •2013-11-05 •
Canadian Mutual Fund Adviser, MPL Communications Inc.
133 Richmond St.W., Toronto, ON, M5H 3M8. 1-800-804-8846
Interest rates have dipped in the wake of the government shutdown in the U.S. If you Read More
Canadian Mutual Fund Adviser •2013-11-04 •
Canadian Mutual Fund Adviser, MPL Communications Inc.
133 Richmond St.W., Toronto, ON, M5H 3M8. 1-800-804-8846
Many small-cap equity funds are highly volatile. But others are able to minimize volatility by emphasizing “quality” Read More
Investor's Digest of Canada •2013-11-01 •
Investor’s Digest of Canada, MPL Communications Inc.
133 Richmond St.W., Toronto, ON, M5H 3M8. 1-800-804-8846- Edited from an article written by Brian Hoffman
In the months leading up to the October ’87 Read More
Canadian Mutual Fund Adviser •2013-10-28 •
Canadian Mutual Fund Adviser, MPL Communications Inc.
133 Richmond St.W., Toronto, ON, M5H 3M8. 1-800-804-8846
Though many investors believe that equities will, over time, outperform fixed-income investments, they still fear the stock Read More
Investor's Digest of Canada •2013-10-23 •
Investor’s Digest of Canada, MPL Communications Inc.
133 Richmond St.W., Toronto, ON, M5H 3M8. 1-800-804-8846
Investors who follow seasonal trends know that the best-six- month strategy begins in late October or early Read More
Canadian Mutual Fund Adviser •2013-10-18 •
Canadian Mutual Fund Adviser, MPL Communications Inc.
133 Richmond St.W., Toronto, ON, M5H 3M8. 1-800-804-8846
You may be disappointed if you plunge into the U.S. markets now expecting near-term gains similar to Read More
The TaxLetter •2013-10-14 •
Paying capital-gains taxes may be an inevitable result of successful investing. But the longer you can delay the inevitable, the greater will be your ultimate success.
Sector funds offer aggressive investors Read More
The TaxLetter •2013-10-04 •
It is important to have the right type of income when you retire.
There are various types of investment income that are more tax-efficient before and after retirement. and corporate class Read More
