Last updated: Nov-20-2017

    
 
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Latest articles in the Fund Library


By Knowledge Bureau | Tuesday, November 21, 2017

TAX PLANNING FROM THE KNOWLEDGE BUREAU



By Knowledge Bureau Staff

With the recently proposed tax reforms, more doors continue to close on opportunities for income-splitting between spouses. However, there is still one key strategy – the inter-spousal loan – that can minimize tax where one person in the couple earns significantly more than the other.


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By Gordon Pape | Monday, November 20, 2017

BUILDING WEALTH WITH GORDON PAPE
 

When interest rates rise, investors often look to short-term bond funds as a way to protect their fixed-income assets. Because these funds only invest in securities with maturities of five years or less, they are generally not as susceptible to interest rate movements as longer duration funds. But that doesn’t mean they can’t lose money, as one reader has discovered.


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By Robyn K. Thompson | Friday, November 17, 2017



November is Financial Literacy Month in Canada. And this year’s theme is “Take charge of your finances: It pays to know.” That little slogan was never more true than when dealing with personal debt, especially credit card debt. According to the Canadian Bankers Association, as of December 2016, credit card debt made up about 5% of total household debt. And about 40% of those with credit cards carry a monthly balance. According to a survey last year by TransUnion, the average credit card debt in the third quarter of 2016 was $3,954.


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By Fund Library News Wire | Thursday, November 16, 2017

 

By Michael Cooke, Senior Vice President, Head of Exchange Traded Funds, Mackenzie Investments.

With more than 500 exchange-traded funds (ETFs) listed in Canada, how do you pick the right one for your portfolio? That’s where it all starts. I suggest there are four key criteria for selecting an ETF that can help achieve your investment goals. Your financial advisor can work with you to assess the four criteria during your search.


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By Dave Paterson | Wednesday, November 15, 2017



Invesco’s Powershares ETFs have been a strong competitor in the market for some time now. In the fixed-income space, I have two particular favorites, PowerShares Senior Loan Index ETF (TSX: BKL.F) and the PowerShares Tactical Bond ETF (TSX: PTB). Here’s a closer look at these funds.


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More recent articles

By Knowledge Bureau | Tuesday, November 14, 2017
By Tyler Mordy | Monday, November 13, 2017
By Robyn K. Thompson | Friday, November 10, 2017
By Bruce Loeppky  | Thursday, November 09, 2017
By Dave Paterson | Wednesday, November 08, 2017
By Margaret O'Sullivan | Tuesday, November 07, 2017
By Gordon Pape | Monday, November 06, 2017
By Fund Library News Wire | Friday, November 03, 2017
By John Krisko | Thursday, November 02, 2017
By Olev Edur | Wednesday, November 01, 2017
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