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“What should I be doing now?” is the question investors are putting to their advisors.
“Nothing” is almost always the wrong answer - but still, this is the answer most often received. more>
Starting in January 2009, people will be able to open up a tax free savings account TFSA. The government said, “It’s the single most important personal savings vehicle since the introduction of the Registered Retirement Savings Plan (RRSP).” more >
In the world of investing there is a long standing debate between the merits of active management and passive investing. Academic research tends to support passive investing; the arguments against tend to come from the major investment dealers, the large banks, insurance companies, mutual fund companies and active money managers, who all reap huge profits from active management. more>
Move over, diabetes. Heart disease, step aside! Investors have another health condition to be concerned about. I’m talking about a portfolio attack caused by unnecessary or excessive financial risk. more>
With the advent of Exchange Traded Funds (ETF)s, we believe there is very little reason for the average investor to have an equity portfolio consisting entirely of individual stocks. Using an investment approach called Core/Satellite or Core and Explore, an investor combines an index with individual stocks more>
Opening my monthly investment statement, I wondered… how is my portfolio really doing? I was interested in knowing the absolute performance number because I know I need to average about 6% per annum in order to reach my financial goals. I was also interested in a relative number – how was I doing compared to the stock market index – would I be doing just as well if I simply bought an Exchange Traded Fund? more>
Last Sunday morning my 13-year-old granddaughter was sitting with me on the deck enjoying the sun and the view. An article in the paper about mutual fund fees caught my attention. Feeling that it was my duty as a grandfather to pass on some financial wisdom, I asked my granddaughter a question. more>