Make sure you have exposure to value funds as well as growth funds now. We currently favour Canadian equity funds over their US counterparts.

Fiscal stimulus and ultra-low interest rates helped   Read More

Over the past 30+ years, The Hulbert Financial Digest calculates that The Investment Reporter recommendations have yielded an average annual gain of 12.88 per cent.

We are often asked about the   Read More

If you have a family and assets, you need an estate plan and a will. And, says WealthInsurance.com CEO Mark Halpern, you need to review it at least every five   Read More

Ken Norquay says in times of aggressive monetary policy, pandemic, potential deflation, potential hyperinflation and economic melt down, focus on preservation of capital.

The financial winds have shifted. Eight months after   Read More

One of the least understood, and most overly complex, terms is ‘asset allocation’. For many, this term is little more than an attempt to make market timing sound respectable.

Asset allocation   Read More

Now is as good a time as any to make changes in your investment program. Take a close look at your investment portfolio, and you may find some improvements are   Read More

DRIPs (Dividend Re-Investment Plans) and cash option plans help you build wealth. That’s thanks to the dozen advantages that we outline here.

Dividend reinvestment is critical to building wealth. So make   Read More

ValueTrend’s Keith Richards says emerging markets, Europe and Asia should be on your radar for portfolio diversification. This, along with some commodity plays.
Readers of The MoneyLetter know that I’ve harped   Read More

The Beardstown Ladies were an investment club who purported to beat the best on Wall Street. Alas, it was all a mistake.

The Beardstown Ladies were an investment club made up   Read More

Your cottage is a special place for the family. Mark Halpern of WEALTHinsurance.com explains the financial implications of dealing with a cottage for future generations.
Many Canadians who own a family   Read More

There’s a human side to investing, and understanding it can make a big improvement in your returns, while lessening risk.
We all like to think of ourselves as rational, discerning, and   Read More

We labour mightily to haul gold out of dark mines only to hide it again in dark bank vaults. And to what end?

Some investors use gold to protect against potential   Read More

Through its monetary policy tools, the Bank of Canada can starve the financial system of money, or flood the system, to get rates back to within its desired operating bands.

The   Read More

Gift-giving season prompts Mark Goodfield (aka The Blunt Bean Counter) to look at some tax and other considerations regarding gifts to grandchildren.

Many grandparents ask me about the tax and practical   Read More

You may find margin useful when you want a short-term bridging loan. Other than that, however, we advise against using margin to prevent the problems that margin brings.

As you know,   Read More

There’s a human side to investing, and understanding it can make a big improvement in your returns, while lessening risk.
We all like to think of ourselves as rational, discerning, and   Read More

“I can’t recall ever once having seen the name of a market timer on Forbes’ annual list of the richest people in the world.” Peter Lynch.
What is the right price   Read More

Cut back stocks. Add to your gold holdings. Behavioural finance analyst Ken Norquay says the stock market is riskier than ever: add to your gold holdings over the next few   Read More

Gift-giving season is nigh. But the tax department’s attribution rules complicate the matter of giving securities to your children and grandchildren.

Always keep things in perspective when you tax plan. Once   Read More

Your cottage is a special place for the family. Mark Halpern of WEALTHinsurance.com explains the financial implications of dealing with a cottage for future generations.
Many Canadians who own a family   Read More

As a publication focused a good deal on fixed-income securities, a lot of the Money Reporter’s content deals with bonds and debentures. But what’s the difference?

What is the fundamental difference   Read More

Forget Garth Brooks and his friends in low places. At AGM time, you need powerful friends like big institutional investors who demand more of corporate management.

Each year, the companies that   Read More

Portfolio manager Keith Richards says opportunities are coming, but you must have cash to take advantage of them. This will not be the end of the world. It’s a much-needed   Read More

BMO Capital’s Brian Belski says uncertainty from COVID-19 has shifted investor preferences. But as markets pivot from chaos to coexistence, Canadian stocks will participate.
There is no doubt about it. US   Read More

In our view, a more important factor than style, declared or otherwise, is a manager’s discipline to his or her particular set of decision-making criteria.
Value investing and growth investing. In   Read More

While portfolio balance and diversification are vital investment goals, you shouldn’t forget that simplicity is too.

Most investment guides stress the benefits of balance and diversification in an investment portfolio. All   Read More

Continue to buy gradually, emphasizing diversified, conservative Canadian and international (ex US) equity funds.

We think US stock valuations are rather high. We therefore recommend new money be added to non-US   Read More

So says behavioural finance analyst Ken Norquay. “I recommend selling your long-term financial stocks before the next stock-market down wave begins.”
In past articles, I have referred to certain investing techniques   Read More

In chemistry, ‘volatility’ refers to the ability of a substance to evaporate quickly—or, under the right conditions, to explode. In investments, it means much the same thing.

Volatile investments appeal to   Read More

Behavioural finance analyst Ken Norquay says now is the perfect time to reduce your exposure to the stock market.
Quite clearly, COVID-19 is not the problem for stock market investors. Since   Read More

Holding gold should be a priority for investors looking to preserve wealth during looming economic uncertainty, says BMG Group president Nick Barisheff.

The term ‘unprecedented’ has been used to explain 2020   Read More

The final years of a presidential term—the third and fourth—have frequently been blessed by prosperity and bull markets. This has been especially true of the third year.

Amid all the worries   Read More

In medieval England, Robin Hood was known to rob from the rich and give to the poor. These days, the closest thing to Robin Hood is inflation. It robs from   Read More

In chemistry, ‘volatility’ refers to the ability of a substance to evaporate quickly—or, under the right conditions, to explode. In investments, it means much the same thing.

Volatile investments appeal to   Read More

“Moves by the [HUV] index above its 20-, 50- and 200-day moving averages is the preferred trigger for a seasonal trade (that is, to sell) lasting to at least mid-October   Read More

So says behavioural finance analyst Ken Norquay. “I recommend selling your long-term financial stocks before the next stock-market down wave begins.”
In past articles, I have referred to certain investing techniques   Read More

Keith Richards of ValueTrend Wealth Management sees an opportunity to make money when money rotates out of overvalued theme-stocks into overlooked sectors and stocks.
Normally, one or two news headlines dominate   Read More

Behavioural finance analyst Ken Norquay says it is clear that the economic world is in chaos. Conservative investors should be much more cautious than usual.

In today’s world of fake news   Read More

ValueTrend’s Keith Richards thinks the odds for a second market pullback outweigh the odds for a return to the bull market just yet. “Wrong or right,” he says, “I have   Read More

Shield Mortgage Capital’s Jason Geall says the private mortgage market during COVID-19 is seeing lenders tightening up credit criteria and sticking to low loan-to-value mortgages.
It’s been a wild few months,   Read More

Accumulating a portfolio is half the battle. The other half involves getting your money back when you need it. After all, future cash is surely what present investing is all   Read More

Keith Richards of ValueTrend Wealth Management sees an opportunity to make money when money rotates out of overvalued theme-stocks into overlooked sectors and stocks.
Normally, one or two news headlines dominate   Read More

Portfolios perform best with between five and 20 stocks. Fewer than five leaves you unable to achieve portfolio balance and diversification; more than 20 and it is hard to stay   Read More

Accumulating a portfolio is half the battle. The other half involves getting your money back when you need it. After all, future cash is surely what present investing is all   Read More

Gus Papageorgiou, PI Financial’s research head, says if a vaccine is developed by fall, we should see a robust recovery. If not, and a second wave hits, a recovery may   Read More

ValueTrend’s Keith Richards thinks the odds for a second market pullback outweigh the odds for a return to the bull market just yet. “Wrong or right,” he says, “I have   Read More

CPA Mark Goodfield (aka The Blunt Bean Counter), says COVID-19 made many owners aware of the impact a ‘black swan’ event can have on the value of their businesses.

Not to   Read More

Regardless of the investment philosophy or style of a fund’s portfolio manager, the only solid information we have about a fund is its portfolio and its past performance.

When you look   Read More

Behavioural finance analyst Ken Norquay says it is clear that the economic world is in chaos. Conservative investors should be much more cautious than usual.

In today’s world of fake news   Read More

Capital Group Global Equity fund has been a stellar fund over the years. But it’s not resting on its laurels. The fund is adjusting its portfolio in response to the   Read More

Share buybacks weren’t the dilemma of The Clash’s 1980s hit song. But they did lament: “If I go, there will be trouble; And if I stay it will be double.”   Read More

BMO chief economist Douglas Porter takes a look at the possible chart formations tracking a post-pandemic economic recovery. Give me a “U”, give me a “V”; give me a .   Read More