Last updated: Dec-19-2014

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Latest articles in the Fund Library

By Fund Library News Wire | Friday, December 19, 2014

After tumbling through the first couple of weeks of December, the big North American stock market indexes staged a Santa Claus rally this past week, as investors took comfort from the U.S. Federal Reserve Board’s announcement on Wednesday that it’s in no hurry to tighten monetary policy by raising rates anytime soon. The S&P/TSX Composite Index rebounded over 5% on the week, while the S&P 500 Composite rallied 3.4%.


By Robyn K. Thompson | Friday, December 19, 2014

QAround this time of year, I always start to feel that my budget is spinning out of control. The temptation is always to spend way too much, and I know I’ll be getting those huge credit card bills in January. Do you have any advice on how to curb holiday excess? – Jill T., Barrie, Ontario


By Dave Paterson | Wednesday, December 17, 2014

Aston Hill Growth & Income Fund is a global balanced fund with an income-focused, go-anywhere mandate. It pays investors a monthly distribution of $0.03 per unit, which works out to an annualized yield of 4.75% at current prices. The fund has a nearly $30 million in tax-loss carryforwards, which mean that any income paid out to investors is likely to be treated as return of capital for tax-loss purposes. This makes it very tax efficient in a non-registered account.


By Bruce Loeppky  | Tuesday, December 16, 2014

I am very discouraged by what I see happening with older financial advisors in Canada who refuse to downsize their business and prepare their clients for life without them. This is sad, because if they pass away suddenly, typically their clients will be in disarray and likely be dispersed among other advisors at the same firm – a “solution” that has not been given much thought or planning. I’d like to propose a two-stage alternative plan that can assist both clients and their advisors who really should retire but refuse to do so.


By Gordon Pape | Monday, December 15, 2014


I receive a lot of questions from readers, so every few weeks I’ll answer some of them in this space. Here is the latest batch, including questions about debt vs. RRSPs and whether it’s wise to renew GICs now.


More recent articles

By Fund Library News Wire | Friday, December 12, 2014
By Robyn K. Thompson | Friday, December 12, 2014
By Samantha Prasad | Thursday, December 11, 2014
By Dave Paterson | Wednesday, December 10, 2014
By Knowledge Bureau | Tuesday, December 09, 2014
By Patrick McKeough | Monday, December 08, 2014
By Fund Library News Wire | Friday, December 05, 2014
By Robyn K. Thompson | Friday, December 05, 2014
By Margaret O'Sullivan | Thursday, December 04, 2014
By Dave Paterson | Wednesday, December 03, 2014
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