Hedge funds have been getting a lot of press lately. None of it addresses this very real issue. Proponents of hedge funds often ask: “Why should you make money only   Read More

Long-term growth through exchange-traded index funds can stabilize your financial future.

If you’re investing for income, mutual funds may have a special place in your portfolio. We’re talking about the longest-term   Read More

With all 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. Not   Read More

If you’re like many people, you’ve rushed into your bank near the end of February and put as much as you could manage into an RRSP.

After 2019’s 19-per-cent gain in   Read More

With all 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. Not   Read More

Ordinary investors need to know that these are not ordinary times. It’s time to review your risk tolerance. Ken Norquay asks: Are you satisfied with the profits you have just   Read More

Ordinary investors need to know that these are not ordinary times. It’s time to review your risk tolerance. Ken Norquay asks: Are you satisfied with the profits you have just   Read More

Behavioural finance analyst Ken Norquay ponders a dilemma: For stock market investors, negative news about the economy is good—positive news is bad. Go figure.
Skeptics like to say: “Seeing is believing.”   Read More

Behavioural finance analyst Ken Norquay ponders a dilemma: For stock market investors, negative news about the economy is good—positive news is bad. Go figure.
Skeptics like to say: “Seeing is believing.”   Read More

In its regular feature ‘What to do this month’, the Money Reporter recently took a look at common stocks and mutual funds.
What to do about common stocks

The outlook for the   Read More

In its regular feature ‘What to do this month’, the Money Reporter recently took a look at common stocks and mutual funds.
What to do about common stocks

The outlook for the   Read More

Mutual funds should be looked at as long-term investments, and so consistently high MER coverage over three, five and ten years is best.
With all our other investment choices, be it   Read More

Bond funds account for about 13 per cent of the money Canadians have invested in mutual funds. But bond funds do little more than enrich their managers and enslave their   Read More

Be careful of stock tips from portfolio managers. They may know more about stocks than your hairdresser, but if they’re talking up a stock, they’ve probably already accumulated it.
We like   Read More

Bond funds account for about 13 per cent of the money Canadians have invested in mutual funds. But bond funds do little more than enrich their managers and enslave their   Read More

Be careful of stock tips from portfolio managers. They may know more about stocks than your hairdresser, but if they’re talking up a stock, they’ve probably already accumulated it.
We like   Read More

Behavioural finance analyst Ken Norquay casts his skeptical eye on the notion that the baby boomers have had their financial dreams come true. Why would they worry?
While travelling in Colorado   Read More

2018 was a poor year for most Canadian stock funds and you may have received some shocking tax reporting slips this month. But now, it’s too late to do anything   Read More

Whether you invest in equity mutual funds or directly in stocks, you need to diversify your holdings and balance them to suit your own investment circumstances and objectives. Below we   Read More

Though balanced funds are extremely popular with Canadian investors, we see little appeal in these investment products. It’s better to create your own balanced fund by selecting stock funds and   Read More

Though balanced funds are extremely popular with Canadian investors, we see little appeal in these investment products. It’s better to create your own balanced fund by selecting stock funds and   Read More

When stocks are bullish and most equity funds are rising, making money seems the only factor to consider. But markets aren’t always like that. And you still need to invest   Read More

Every month the Money Reporter, the newsletter for income-oriented investors, publishes its list of 25 recommended common stocks and 16 recommended mutual equity funds.
What to do about common stocks now
There’s   Read More

Every month the Money Reporter, the newsletter for income-oriented investors, publishes its list of 25 recommended common stocks and 16 recommended mutual equity funds.
What to do about common stocks now
After   Read More

Four times a year The Investment Reporter reviews its outlook for the economy’s five main sectors—financial, utilities, manufacturing, consumer and resources. Its guiding rule is that investors keep at least   Read More

Mining stocks and oil and gas stocks have compelling valuations right now which makes a specialty fund such as RBC Global Resources attractive. If you’d rather track a broad index,   Read More

When you buy stocks in sectors and sub-sectors of the market, keep your portfolio balance goals in mind. If you’re a conservative, income-seeking investor, focus on utilities, financial and consumer   Read More

Bond funds account for about 13 per cent of the money Canadians have invested in mutual funds. But these funds do little more than enrich their managers and enslave investors.
We   Read More

Every month the Money Reporter, the newsletter for income-oriented investors, publishes its list of 24 recommended common stocks and 16 recommended mutual equity funds.
What to do about common stocks now
North   Read More

 The Money Reporter has added Fidelity Canadian Large Cap Fund to its top-40 list of Canada’s best mutual funds.
Fidelity Canadian Large Cap (Series B fund code: FID231 (FE)) aims to   Read More

Index funds effectively own the same stocks in the same proportions as a market index. This means an index fund’s performance will always come fairly close to that of the   Read More

One of the main ideas behind index exchange traded funds, or “ETFs,” is to minimize costs. After all, these funds need no special portfolio-management skills. The manager simply duplicates the   Read More

We’ve often noted the advantage of small mutual funds. Most notably, they have greater flexibility to make significant portfolio changes without affecting the stock market. Then too, a single winning,   Read More

We include two of Mawer Investment Management’s mutual funds in our monthly Planning Guide. We feel Mawer’s equity funds rank among the more stable and best Canadian equity funds you   Read More

In the past, buying all the shares that make up a stock index was a course of action available to only the largest investors. These days, however, Canadian stock-market investors   Read More

There’s seldom a compelling reason to recommend a fund that’s been operating for less than about three years. That’s because new funds often involve unknown management, have no portfolio and   Read More

Two Canadian companies with a global reach─one focused on tangible assets, the other on intangible assets─are rated ‘best buys’. These two Canadian multinationals are most suitable for new buying now.
When   Read More

Many mutual-fund management companies offer services that can help investors organize their affairs. Some of these services may be of great assistance to the investor, while others tend to benefit the fund company more.   Read More

Is your self confidence waning? Do you feel you may be better off putting your money in a mutual fund and leaving stock selection to the fund’s professional managers? You   Read More

Investing for current income requires an entirely different way of thinking than does investing for growth. But mutual funds that offer current income as their main purpose still report their   Read More

If you’re like many people, you’ve rushed into your bank near the end of February and put as much as you could manage into an RRSP. You may have made   Read More

It’s the job of any financial writer to see through fresh eyes, to look for traps and false assumptions in the world of money. Investors who weathered the stormy bear markets of 2000 to 2003 and 2008 to 2009 know only too well what can happen to the unwary.   Read More

Wall Street strategists have started to issue their 2015 forecasts. And if a report by Goldman Sachs is any indication of the forecasts to follow, you might want to forget   Read More

As we begin to approach the end of the calendar year, a common tax tip is to think about “tax-loss selling”. This refers to the strategy of triggering losses before   Read More

“If Winter comes, can Spring be far behind?” When Shelley wrote his famous poem “Ode to the West Wind”, he was looking forward to the gentler times of spring. Instead,   Read More

Exchange-traded funds, or ETFs, offer low-cost exposure to indexes and sub-indexes on many stock markets throughout the world. In Canada, there are 340 exchange-traded products listed on the Toronto Stock   Read More

Though balanced funds are extremely popular with Canadian investors, we see little appeal in these investment products. It’s better to create your own balanced fund by selecting stock funds and   Read More

Some investors want their money used in ways they consider socially responsible. The criteria for that may change from individual to individual, but here’s a fund that tries to address   Read More

Watch the mutual funds you buy outside your registered accounts between now and the end of the year. Otherwise, you may find yourself on the hook for taxes if you   Read More

High-yielding equity securities will probably continue to perform well in the years ahead as baby boomers are still in the midst of retiring, creating demand for income-producing securities.

Many investors either   Read More

Asia-Pacific stock markets have performed reasonably well this year, and that might continue over the near term. But we think the real investment lure in this region is its long-term   Read More

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   Read More