Last updated: Mar-21-2019

    
 
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Latest articles in the Fund Library


By Robyn K. Thompson | Friday, March 22, 2019



In this era of robo-advisors and artificial intelligence, it’s easy to believe that the expert, professional flesh-and-blood financial advisor has gone the way of the horse and buggy. It’s even easier to believe if you buy into the aggressive marketing by online portfolio management services that implies a human financial advisor basically sits back, collects fees, and buys a new luxury car every year. Of course, this grossly misrepresents what real advisors (as opposed to algorithms) actually do for their clients. So here’s a quick refresher on what to expect from a “real” financial advisor.


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By Tyler Mordy | Thursday, March 21, 2019



“That very night in his room a forest grew…until the walls became the world.” It’s at this point in Maurice Sendak’s influential 1963 children’s book where young boy Max’s imagination takes over from reality and crosses into the realm of fantasy. Where the Wild Things Are has become required bed-time reading in this author’s household (at the repeated insistence of another active seven-year-old boy). Admittedly, we also never tire of the tale — perhaps because the book’s central themes also speak to adults: isolation; growth; and ultimately, connection with the outside world.


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By Dave Paterson | Wednesday, March 20, 2019

Every month in my Top Funds Report newsletter, I write a summary of my views about specific funds and fund companies based on queries from readers. These are often funds that have undergone management changes or that are new issues, a little less well known, or not as widely covered as some of the high fliers. This month I want to take a look at a couple of global offerings, one from iA Clarington and one from Manulife.


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By Knowledge Bureau | Tuesday, March 19, 2019

TAX PLANNING FROM THE KNOWLEDGE BUREAU



By Evelyn Jacks

There’s nothing like a good house flipping show to get you thinking about the cash potential in your own home. The house flipper approach is to buy homes, live in them short-term while fixing them up, and then sell them, often for big profits. It sounds simple, but it’s not a foolproof strategy, because it comes with tax risks. When done often, house flipping can raise eyebrows at the Canada Revenue Agency (CRA). Learn how to flip with care, and understand the principal residence rules that could diminish your profits, or worse.


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By Fund Library News Wire | Monday, March 18, 2019



By Peter Westaway, Chief Economist, Vanguard Asset Management (Europe)

When people in the U.K. woke up on June 24, 2016, to the news that the country had voted to leave the E.U. (or “Brexit” as it is now commonly known), little did they know that 2½ years later, the future of the U.K.’s relationship with Europe would still be unclear. As debate and negotiation continue, what should investors do?


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More recent articles

By Fund Library News Wire | Friday, March 15, 2019
By Robyn K. Thompson | Thursday, March 14, 2019
By Dave Paterson | Wednesday, March 13, 2019
By Fund Library News Wire | Tuesday, March 12, 2019
By Gordon Pape | Monday, March 11, 2019
By Fund Library News Wire | Friday, March 08, 2019
By Robyn K. Thompson | Thursday, March 07, 2019
By Dave Paterson | Wednesday, March 06, 2019
By Knowledge Bureau | Tuesday, March 05, 2019
By Olev Edur | Monday, March 04, 2019
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