Last updated: May-27-2016

    
 
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Latest articles in the Fund Library


By Fund Library News Wire | Friday, May 27, 2016

By Mike Keerma

* Stocks rally on Fed’s brighter growth outlook.
* Advisors optimistic but grapple with regulatory load: Vanguard report.
* Franklin Templeton to merge funds.
* Invesco expands currency hedging.

Stocks rallied on the week following comments by U.S. Federal Reserve Chair Janet Yellen that an interest rate hike may be coming in “months,” against a backdrop of a pick-up in U.S. economic growth and improvement in the jobs market. The S&P 500 Composite Index advanced 2.3% on the week, while the Nasdaq Composite Index gained 3.4%. Toronto’s benchmark S&P/TSX Composite Index, meanwhile, overcame the drag of lower commodity prices on Friday to rally 1.3% on the week, wafted upwards on quarterly earnings reports from the big banks.


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By Robyn K. Thompson | Friday, May 27, 2016

Q – With mortgage rates still very low, we’re thinking about refinancing our fixed-rate mortgage before rates go up again. Does this make any sense? – Bradley F., Barrie, Ontario


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By Fund Library News Wire | Thursday, May 26, 2016



By Tim Huver, Head of Product, Vanguard Investments Canada

When I was growing up in the ’80s, my parents bought a house that had solar panels. Not the sleek, cool-looking solar panels of today, but big, ugly solar panels plastered to the side of the house. At the time, using the sun to help power your home seemed futuristic.


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By Dave Paterson | Wednesday, May 25, 2016



Recently, an advisor wanted to know my thoughts on the Mawer funds. I’ve covered many of the Mawer offerings individually in Fund Library. It’s a great fund company, and they do a lot of things really well. That shows in the number of monthly FundGrade™ A Grade ratings they achieve and their track record in winning the annual FundGrade A+™ Awards for many of their funds. Here’s a look at the whole menu.


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By Gordon Pape | Monday, May 23, 2016

BUILDING WEALTH WITH GORDON PAPE
 

Some investors want to reduce the level of risk in their portfolios as they age, even if that means sacrificing some return. In September 2011, I set up a model portfolio for this purpose. The objective was to preserve capital while earning a target return of two percentage points more than the yield on a five-year GIC from the major banks. The recent RBC rate was posted 1.6%, so at present we are aiming for 3.6% per year. Here is a look at the securities we hold, with some comments on how they performed since my last update last September.


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More recent articles

By Fund Library News Wire | Friday, May 20, 2016
By Robyn K. Thompson | Friday, May 20, 2016
By Fund Library News Wire | Thursday, May 19, 2016
By Dave Paterson | Wednesday, May 18, 2016
By John Krisko | Tuesday, May 17, 2016
By Knowledge Bureau | Monday, May 16, 2016
By Fund Library News Wire | Friday, May 13, 2016
By Robyn K. Thompson | Friday, May 13, 2016
By Susan Yates | Thursday, May 12, 2016
By Dave Paterson | Wednesday, May 11, 2016
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