The Impact of Rising Interest Rates


The Impact of Rising Interest Rates

With the recent rise in interest rates, investors are becoming concerned about a number of things — in particular, the bond portion of their portfolios. That’s because bond prices have an inverse relationship...

No One's Exempt From the U.S. Tax Man


No One's Exempt From the U.S. Tax Man

Brad Chapman, LLBManager of Legal/Compliance September means back to school and work after summers spent at the beach and on sun-soaked vacations. Amid the ramp-up in activity, investors often use this time of...

Keeping a Cool Head in Volatile Markets


Keeping a Cool Head in Volatile Markets

Capital markets can be fairly quiet in the summer, when many investors go on vacation and take breaks from their portfolios. This hasn’t been the case this year, however, as equity markets...

Investing in Bonds in Today's Market


Investing in Bonds in Today's Market

Interest rates have been at historic lows for the past several years, in part due to the U.S. government’s bond-buying program designed to support the economy. Since U.S. Federal Reserve Chairman Ben Bernanke...

The Long Term Benefits of Active Investment Management


The Long Term Benefits of Active Investment Management

As a follow up to the piece we published last year titled, ETFs: Pros, Cons and Misconceptions, which compared ETFs to actively managed mutual funds we would like to highlight the article How...

Selecting an Investment Manager


Selecting an Investment Manager

What the brochures and emails don’t include are the answers to the hard questions every investor should ask when deciding who will manage their investments. It’s up to investors to educate themselves to...

The Impact of Fees on Investment Performance


The Impact of Fees on Investment Performance

Fees matter. In a good market investors have a tendency to ignore them and in challenging markets they are scrutinized, but in the end no matter what type of market we are in...

Gold, the Safe-Haven Precious Metal, Begins to Lose its Lustre


Gold, the Safe-Haven Precious Metal, Begins to Lose its Lustre

In recent months, one of the big stories in capital markets has undoubtedly been how gold is losing its lustre. Just look at the 35-per-cent collapse in the S&P/TSX Gold Index year-to-date. What...

Look Southward to Diversify Your Portfolio


Look Southward to Diversify Your Portfolio

Earlier this month, the Dow Jones Industrial average touched record highs, propelled by strong U.S. job-creation figures. That’s great news for investors whose portfolios contain plenty of U.S. equities. North of the border...

Feds Target Tax Shelters


Feds Target Tax Shelters

The recent federal budget has been referred to as “tight fisted” by some commentators because it contains the ”smallest increase in discretionary spending in nearly 20 years,” as Finance Minister Jim Flaherty put...

RRSP ABCs: Tips for Investing


RRSP ABCs: Tips for Investing

It’s RRSP season and investors are bombarded with advertisements urging them to make their contributions to all kinds of investments. The choices can be overwhelming, particularly with volatility and global debt problems affecting...

What is Book Value?


What is Book Value?

Book Value (also known as Adjusted Cost Base or ACB) is a concept that is often confusing to investors. It is used in calculating the capital gain or loss resulting from the sale...