News and advice to create informed investment and retirement strategies
Once in a while we can sit back and say that our Canadian government got it right. On December 1, 2008, the federal government implemented an important program to assist families with disabled children. The Registered Disability Savings Plan (RDSP)...
The record highs over the last six months or so have many self-described experts calling for a correction. What should investors do to prepare themselves for such an event? The answer is quite simple.
This article examines how the most sophisticated investment funds steer clear of the market timing pitfall, and why you should too.
SPIVA’s (S&P Indices vs. Active) 15th edition of their scorecard saw active managers in a wide range of asset classes overwhelmingly underperform against comparable benchmarks over one-year, three-year, five-year, ten-year periods, and fifteen-year periods.
A brief review of our asset classes over various time frames as of March 31, 2017.
Ever ridden in a car with worn-out shocks? Every bump is jarring, every corner is stomach churning, and every red light or sudden stop is an excuse to assume the brace position. Owning an undiversified portfolio triggers similar reactions.
2016 was full of surprises from Brexit to the election of Donald Trump. Yet despite the political volatility, global markets performed well over the last twelve months. Let’s take a look back at the year that was.
Transparency, or rather the lack thereof, continues to be a major issue in the financial services industry. Marcelo Taboada examines some of the most egregious examples of companies putting their bottom lines ahead of their clients’ success.
2016 Asset Class Returns and Benchmarks