ETFs

Top Funds' Activity in Q4 2017

Brandon Kochkodin, Hema Parmar and Katia Porzecanski of Bloomberg report, Hedge Funds Are Dumping Facebook and Google:Billionaire David Tepper’s Appaloosa Management more than tripled its stake in Apple Inc. and almost doubled its holding of Facebook Inc. in the final three months of last year.Ap ...

A lot of ETF investors are doing things completely wrong

A roundup of what The Globe and Mail’s market strategist Scott Barlow is reading today on the Web ...

Now is a good time to take the ETF challenge

It is easy to see why Canadians are increasingly investing through Exchange Traded Funds (“ETFs”). In fact, Canadian ETF sales were up over 50% in 2017 bringing total outstandings to almost $150 billion. But why do millions of Canadian investors continue to stick with expensive mutual funds?  ...

Market Update. Risk management remains key during a time of high volatility

Balanced ETF Portfolio up 12% over 1 year. Growth ETF Portfolio up 13.5% over 1 year Aggressive ETF Portfolio up 15.2% over 1 year. See more about how our portfolios performed. We’ve entered a period of higher-than-normal volatility for investors. The Dow fell 1,000 points on Thursday ...

A Correction or Something Far Worse?

Evelyn Cheng of CNBC reports, The stock market is officially in a correction... here's what usually happens next:The S&P 500 fell officially into correction territory on Thursday, down more than 10 percent from its record reached in January.If this is just a run-of-the-mill correction, then we are ...

Good news. We outperformed the most popular mutual fund in Canada

Notwithstanding the downs and ups of this week’s stock market, investors enjoyed the bull run of 2017. So did we – on behalf of our clients. We ran the numbers. Here’s the good news. Our Balanced ETF portfolios achieved an 11.2 percent return. That’s over one percent higher than the perf ...

PSP's Chief Heads to BlackRock?

Barbara Shecter of the National Post reports, Another Canadian pension fund chief heading to BlackRock:For the second time in under two years, the head of a major Canadian pension plan is leaving to join New York-based investment firm BlackRock Alternative Investors.André Bourbonnais has stepped d ...

Vanguard’s Hip New Asset Allocation ETFs

I used to be a renegade, I used to fool around But I couldn’t take the punishment, and had to settle down Now I’m playing it real straight, and yes I cut my hair You might think I’m crazy, but I don’t even care ‘Cause I can tell what’s going on It’s hip to be square – Huey Lewis and ...

February 7, 2018

Continued uncertainty in the Treasury market continues to feed into equities: U.S. stocks remained on unsteady footing as the bout of volatility that’s gripped global financial markets persisted amid signs that the rise in Treasury yields has yet to run its course. Pressure Wednesday came from a ...

Financial planning and mental illness

Q: I am 43 with no children or spouse. I have a mental illness that is chronic and has prevented me from working and saving in my past up until the past two years. I was able to buy a home which I converted into a duplex. I live in the walkout basement apartment while I rent the upstairs which pa ...