Adopting an appropriate investment strategy requires an investor to build a systematic plan of action to achieve his or her long term goals. The plan will determine the allocation of investable assets among stocks, bonds, cash and cash equivalents and alternative investments. The plan will consider such macro factors as economic trends, inflation and interest rates. Other factors are more personal–such as the investor’s age and risk tolerance as well as future needs for income and capital expenses. Tactics to achieve these individual strategic investment goals will inevitably involve a trade-off between risk and reward parameters. The expectation of higher returns will almost certainly involve the acceptance of some risk. Investors determined to follow their plan will commit it to writing. Then, when the going gets tough in stressful financial markets, the comfort of re-reading your strategic plan will remind you that you’re on the right path.
The Investment Reporter •2014-03-12 •
Rebalancing your portfolio to your long-term asset allocation targets can be a good, useful part of your investment strategy, as it can protect you from harmful portfolio drift. In addition, Read More
The TaxLetter •2014-03-10 •
– Mark Halpern, CFP, TEP
Are you an investor who owns shares of a private holding company or investment corporation? Are you nearing retirement, or already retired?
Proper financial planning helped get Read More
The MoneyLetter •2014-03-07 •
– John Stephenson, CFA
After the banner finish to the market last year, the price action on the S&P 500 has so far been somewhat dismal with stocks consolidating and digesting 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
Investor's Digest of Canada •2014-03-03 •
– Keith Richards
Take advantage of short-lived reprieves to buy U.S. Dollars
The loonie recently cracked $0.93, a key support level against the U.S. dollar, fueling the likelihood of an even bigger decline.
Moreover, Read More
The MoneyLetter •2014-02-27 •
– Ken Norquay, CMT
Is there an economic indicator that can help the average investor sort out the long-term ups and downs of the financial markets?
In my book, Beyond the Bull, 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
The Investment Reporter •2014-02-24 •
Some investors bought gold for protection against potential inflation and paper currencies. But deflation is more a threat. And gold has drawbacks.
Gold is trading at US$1,318 an ounce. This is Read More
The TaxLetter •2014-02-12 •
Registered Retirement Savings Plans, or RRSPs, help you to save for a more comfortable retirement while deferring taxes – hopefully on more favorable terms – into the future.
But the investment Read More
The MoneyLetter •2014-02-11 •
– Marc Johnson, CFA
Here’s a quick and easy way to spot a possible takeover candidate.
First, add the company’s total debt plus other obligations that an acquiror would have to assume. Read More
The TaxLetter •2014-02-04 •
The TaxLetter, MPL Communications Inc.
133 Richmond St.W., Toronto, ON, M5H 3M8. 1-800-804-8846
The government developed the attribution rules to prevent blatant income splitting.
Income splitting, of course, diverts income from a Read More
Canadian Mutual Fund Adviser •2014-01-31 •
Canadian Mutual Fund Adviser, MPL Communications Inc.
133 Richmond St.W., Toronto, ON, M5H 3M8. 1-800-804-8846
Most investment strategies stress one of two approaches. One of these is to chase after the action; Read More
Money Reporter •2014-01-30 •
Money Reporter, MPL Communications Inc.
133 Richmond St.W., Toronto, ON, M5H 3M8. 1-800-804-8846
VERESEN INC.
Veresen is the former Fort Chicago Energy Partners L.P., and is principally invested in the energy Read More
The TaxLetter •2014-01-27 •
The TaxLetter, MPL Communications Inc.
133 Richmond St.W., Toronto, ON, M5H 3M8. 1-800-804-8846
– Samantha Prasad, LLB
In my last TaxLetter article, I wrote about winding up a family trust and how to 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
The Investment Reporter •2014-01-21 •
The Investment Reporter, MPL Communications Inc.
133 Richmond St.W., Toronto, ON, M5H 3M8. 1-800-804-8846
The global economy is expected to grow more quickly in 2014. Also, North American companies are sitting on Read More
The TaxLetter •2014-01-17 •
The TaxLetter, MPL Communications Inc.
133 Richmond St.W., Toronto, ON, M5H 3M8. 1-800-804-8846
Some investment advisors think that you should never again contribute to an RRSP. In fact, some go further and Read More
The Investment Reporter •2014-01-17 •
The Investment Reporter, MPL Communications Inc.
133 Richmond St.W., Toronto, ON, M5H 3M8. 1-800-804-8846
THE MARKET THIS MONTH: January is in the best six-month period for stocks. The strengthening U.S. and global 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
Money Reporter •2014-01-14 •
Money Reporter, MPL Communications Inc.
133 Richmond St.W., Toronto, ON, M5H 3M8. 1-800-804-8846
U.S. investors made out like bandits
The final numbers are now in, and it turns out that the S&P/TSX Composite Read More
Investor's Digest of Canada •2014-01-10 •
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 Elvis Picardo
The TSX Composite Index turned in a good performance in Read More
The Investment Reporter •2014-01-03 •
The Investment Reporter, MPL Communications Inc.
133 Richmond St.W., Toronto, ON, M5H 3M8. 1-800-804-8846
The U.S. is doing better. So we’ve shifted our focus from U.S. companies that earn most of their 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 TaxLetter •2013-12-23 •
The TaxLetter, MPL Communications Inc.
133 Richmond St.W., Toronto, ON, M5H 3M8. 1-800-804-8846
During the recession some years back, the unemployment rate in Canada was hovering in the 8.5 per cent range.
The MoneyLetter •2013-12-20 •
The MoneyLetter, MPL Communications Inc.
133 Richmond St.W., Toronto, ON, M5H 3M8. 1-800-804-8846
Markets have come roaring back lately, fueled by optimism that the Fed is in no hurry to start scaling Read More
Money Reporter •2013-12-18 •
Money Reporter, MPL Communications Inc.
133 Richmond St.W., Toronto, ON, M5H 3M8. 1-800-804-8846
Canada and the TSE are only a small part of the world markets picture, which is one reason we 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
The MoneyLetter •2013-12-12 •
The MoneyLetter, MPL Communications Inc.
133 Richmond St.W., Toronto, ON, M5H 3M8. 1-800-804-8846
According to Keith Richards (Portfolio Manager at Value Trend), the major U.S. markets have entered into a new mega-year Read More
The Investment Reporter •2013-12-09 •
The Investment Reporter, MPL Communications Inc.
133 Richmond St.W., Toronto, ON, M5H 3M8. 1-800-804-8846
You should cover your cash needs for at least the next five years. The best way to do Read More
The Investment Reporter •2013-12-05 •
The Investment Reporter, MPL Communications Inc.
133 Richmond St.W., Toronto, ON, M5H 3M8. 1-800-804-8846
A few years ago, those struggling for social justice used to say “Think globally, act locally.” Investors struggling 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
Investor's Digest of Canada •2013-11-28 •
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 Nick Barisheff
Ask the man on the street where all the world’s Read More
Investor's Digest of Canada •2013-11-27 •
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 Michael Smedley
The black gold of the 21st Century. That’s how Kiril Read More
The TaxLetter •2013-11-26 •
The TaxLetter, MPL Communications Inc.
133 Richmond St.W., Toronto, ON, M5H 3M8. 1-800-804-8846
Mr. C asked us “Do you have guidelines for what percentage of RRSP assets should be fixed-income, such as Read More
The MoneyLetter •2013-11-26 •
The MoneyLetter, MPL Communications Inc.
133 Richmond St.W., Toronto, ON, M5H 3M8. 1-800-804-8846
For 2014, market momentum and technological innovation will give world-class Canadian companies a solid base.
This year, more Read More
Money Reporter •2013-11-22 •
Money Reporter, MPL Communications Inc.
133 Richmond St.W., Toronto, ON, M5H 3M8. 1-800-804-8846
You may have to take a long-term perspective to see it, but the Canadian equity market is gradually improving. 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
Investor's Digest of Canada •2013-11-12 •
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 Keith Richards By this time, you already know America isn’t going to Read More
The MoneyLetter •2013-11-08 •
The MoneyLetter, MPL Communications Inc.
133 Richmond St.W., Toronto, ON, M5H 3M8. 1-800-804-8846
The S&P/TSX Composite Index, including reinvested dividends, recently turned positive compared to the market’s peak prior to the onset 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
The TaxLetter •2013-10-30 •
The TaxLetter, MPL Communications Inc.
133 Richmond St.W., Toronto, ON, M5H 3M8. 1-800-804-8846
Creating a charitable legacy can be one of the most personal and enduring decisions you will ever make.
And 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
The MoneyLetter •2013-10-21 •
The MoneyLetter, MPL Communications Inc.
133 Richmond St.W., Toronto, ON, M5H 3M8. 1-800-804-8846
Industrials offer great leverage to an improving economy and will outperform in the months ahead
The market was recently jolted Read More
The Investment Reporter •2013-10-21 •
The Investment Reporter, MPL Communications Inc.
133 Richmond St.W., Toronto, ON, M5H 3M8. 1-800-804-8846
How long you invest for-what’s known in the jargon of the investment industry as your ‘time horizon’-is critical Read More
The MoneyLetter •2013-10-11 •
Those who follow seasonal investment trends will know that the “best six months” strategy begins in late October or early November.
Now that we’re about to enter into this favourable 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
The Investment Reporter •2013-09-30 •
American Depositary Receipts, or ADRs, are a form of alternative investment that offer you diversification. It’s tempting to call them American Diversification Receipts. They give you access to global stocks and industries Read More
Investor's Digest of Canada •2013-09-27 •
Most financial advisors will recommend that investors diversify for their own protection. What they neglect to mention, however, is that this advice is also for the protection of the advisor Read More
