Last updated: Jul-26-2017

    
 
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Latest articles in the Fund Library


By Samantha Prasad | Thursday, July 27, 2017



In the search for yield, investors have turned to such things as monthly income funds and income trusts, structured notes, capital class units, and so on. But again, cash in your hands means investment income that must be reported in your tax return. Income splitting has long been used as a strategy to minimize tax on investment income. However, the attribution rules and the kiddie tax have more than curtailed the use of this avenue. Happily, there are a number of other strategies than still allow you to slash the tax bill.


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By Dave Paterson | Wednesday, July 26, 2017

 

The U.S. equity market has historically been one of the most difficult to outperform. Although the retail version of the Renaissance U.S. Equity Income Fund has only been around for three years, the longer-term institutional track record show this offering shows some promise for doing so on a risk-adjusted basis. Proof of that is in the fund’s monthly FundGrade™ A Grade for June and its FundGrade A+® Award for 2016.


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By Knowledge Bureau | Tuesday, July 25, 2017

TAX PLANNING FROM THE KNOWLEDGE BUREAU



By Evelyn Jacks

Investors and day traders beware: According to recent reports, the Canada Revenue Agency (CRA) is looking to collect $75 million in taxes and penalties arising from mistakes investors are making in their Tax-Free Savings Accounts (TFSAs). What’s at stake is the possible repayment of most of the investment, once penalties and interest are factored in. However, taxpayers may have more rights than may be apparent at first glance.


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By Gordon Pape | Monday, July 24, 2017

Q – I’m an IBM retiree and bought shares through IBM’s payroll deduction plan, reinvested the dividends, and inherited some. The dividends are quite nice, but they are taxed as ordinary income in Canada, and there is U.S. withholding tax of 15%. I have a large capital gain that makes selling the shares not particularly attractive. But I wonder if that wouldn’t be the wisest thing to do?


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By Fund Library News Wire | Friday, July 21, 2017

By Mike Keerma

* U.S. stock markets back off record highs.
* BMO shutters income fund.

* Franklin Templeton launches new Canada fund.

* U.S. stock markets back off record highs. A subdued outlook and declining quarterly earnings from General Electric Co. (NYSE: GE) put the brakes on a week-long rally in U.S. stock markets, as the big indices retreated a notch or two in Friday’s session. Still, the S&P 500 Composite Index hit a record high last week and posted a 0.5% gain on the week overall. The Nasdaq Composite Index also posted a record high on Thursday, but retreated on Friday, advancing 1.2% for the week. Toronto’s benchmark S&P/TSX Composite Index also pulled back on Friday as crude oil prices retreated -2.6% on the week, and as Canada’s June inflation rate continued below the Bank of Canada’s target. However, the index was about flat for the week, as energy issues weighed on performance, while stronger retail sales in May helped cushion a futher decline. The retail sales data also gave the Canadian dollar a boost, which closed at US$0.7976 on Friday.


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More recent articles

By Robyn K. Thompson | Friday, July 21, 2017
By Samantha Prasad | Thursday, July 20, 2017
By Dave Paterson | Wednesday, July 19, 2017
By Olev Edur | Tuesday, July 18, 2017
By Gordon Pape | Monday, July 17, 2017
By Fund Library News Wire | Friday, July 14, 2017
By Tyler Mordy | Friday, July 14, 2017
By Knowledge Bureau | Thursday, July 13, 2017
By Dave Paterson | Wednesday, July 12, 2017
By Fund Library News Wire | Tuesday, July 11, 2017
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