Housing Bubble?


Housing Bubble?

Thomas Holloway, CFA Fixed Income Analyst In the 1964 Bond movie Goldfinger, “M” asks the hero: “What do you know about gold?” Bond replies with a wry smile, “I know it when...

High Frequency Trading: The Need for Speed!


High Frequency Trading: The Need for Speed!

You have probably heard of High Frequency Trading (HFT) in the media. It has become prevalent in our financial markets today, with some estimates suggesting that HFT makes up to 70% of the...

Back to Basics: Searching for Safety?


Back to Basics: Searching for Safety?

When there is uncertainty or volatility in the markets, the natural tendency is to try to protect your capital. The pain of a bad equity market is much worse and lasts longer than...

Emerging Markets Offer Risk, but Also Reward for Investors


Emerging Markets Offer Risk, but Also Reward for Investors

Emerging markets are often touted in investment circles and the business media. Yet many investors are unsure of how to invest in emerging markets, or even whether they should. These markets are alluring...

Making Your Bonds Work Harder


Making Your Bonds Work Harder

Recent global stock-market and economic turmoil have highlighted bonds as a safe haven for investors, but this enthusiasm has also contributed to historically low interest rates. As increasing demand pushes the price of...

Natural Gas - Investment Opportunity or Value Trap?


Natural Gas - Investment Opportunity or Value Trap?

Supply and demand forces in the North American natural gas market have undergone significant changes in the past couple of years. The introduction of technological innovations, like horizontal drilling and multistage hydraulic fracturing...

ETFs: Pros, Cons and Misconceptions


ETFs: Pros, Cons and Misconceptions

One significant change recently on the investing landscape has been the introduction and proliferation of Exchange Traded Funds (ETFs) - also known as passive investing or index investing. An ETF (in its purest...

Pension Income Credit


Pension Income Credit

Clients between the ages of 65 and 71 years old who are not presently receiving pension income, may wish to consider taking income from their registered plans to take advantage of the Pension...

Beware of the Yield


Beware of the Yield

What would you say to a fund yielding 9.0% with highly tax-efficient distributions? Sound appealing? It’s available, but it also comes with risks we fear some investors are overlooking. Everyone wants yield. We...

Are Financial Markets Broken?


Are Financial Markets Broken?

As 2011 comes to a close, investors continue to be bombarded by daily news of economic and political problems. In the U.S., housing prices remain depressed, the unemployment rate remains stubbornly high, and...

Year-End Tax Planning


Year-End Tax Planning

Making a List & Checking it Twice The month of December brings on challenges for procrastinators in a race to ensure the last deadlines of the year are met. To help alleviate some...

U.S. Estate Tax Exposure for Canadians


U.S. Estate Tax Exposure for Canadians

Death and taxes are two certain things in life. But did you know that even if you are a Canadian citizen and a resident of Canada, you may be subject to U.S. estate...