Last updated: Feb-05-2016

    
 
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Latest articles in the Fund Library


By Fund Library News Wire | Friday, February 05, 2016

By Mike Keerma

After two weeks of advances, stock markets returned to their losing ways for the first week of February, racking up weekly losses as new job creation faded in January while fresh surveys indicated continuing softness in both Canadian and U.S. manufacturing sectors. Toronto’s benchmark S&P/TSX Composite Index fell -0.5% on the week as crude oil prices dropped -8.1%. The U.S. blue-chip S&P 500 Composite declined -3.1% on the week, putting the index -8.0% underwater for the year to date.


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By Robyn K. Thompson | Friday, February 05, 2016

Q – I’ve read that one of the factors to take into account when deciding on a target rate of return for your investments is the rate of inflation. But according to Statistics Canada, the rate of inflation for December was actually down -0.5%. With inflation rates low or declining everywhere, do I really have to be concerned about the impact of the consumer price index on my investments? – Gerry S., Peterborough, Ontario


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By Samantha Prasad | Thursday, February 04, 2016



The annual tax-filing ritual is approaching. As our tax system gets ever more complicated, it’s no longer prudent to leave your planning and preparation to the week before filing deadline on April 30. So get a head start on assembling all the slips and back-up documentation you’ll need to get those lucrative credits and deductions. Here are some of the best tax-saving tips for investors.


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By Dave Paterson | Wednesday, February 03, 2016

 

Steadyhand Investments, the brainchild of PH&N alumnus Tom Bradley, is a boutique investment company that offers only six mutual funds, all managed by outside advisors. Steadyhand Income Fund is the closest thing the company has to a bond fund. And they didn’t stint on management. The fund is managed by Brian Eby of Connor, Clark & Lunn, one of Canada’s iconic asset management firms. The fund’s mix of 74% bonds and 26% equity makes it a good bond fund substitute for those with a risk tolerance that is average or higher.


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By Knowledge Bureau | Tuesday, February 02, 2016

TAX PLANNING FROM THE KNOWLEDGE BUREAU



By Evelyn Jacks

Last year, Canadians both prepaid and overpaid their tax, and the amount was significant: $148 a month, or $1,780 for the year, according to taxation statistics to January 4, 2016. That’s money given to the government on an interest-free basis all year long – and it’s bad financial planning. Over a 40-year working life, a regular tax overpayment like that would be worth $71,200 in capital, which you would not have invested. Here’s a look at how you could you have made that money grow if you had paid only the correct amount of tax.


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More recent articles

By Tyler Mordy | Monday, February 01, 2016
By Fund Library News Wire | Friday, January 29, 2016
By Robyn K. Thompson | Friday, January 29, 2016
By Doug Nelson | Thursday, January 28, 2016
By Dave Paterson | Wednesday, January 27, 2016
By Fund Library News Wire | Tuesday, January 26, 2016
By Gordon Pape | Monday, January 25, 2016
By Fund Library News Wire | Friday, January 22, 2016
By Fund Library News Wire | Friday, January 22, 2016
By Robyn K. Thompson | Friday, January 22, 2016
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