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Market Commentary & Insights

Market Commentary & Insights

Monday, December 12, 2016| Investments & Finances

One of the great advantages of corporate-class mutual funds is sadly coming to an end in 2016.  The current federal government was quick to enact tax changes, which included removing one of the benefits of corporate-class.  If you own units of an investment fund you participate in the underlying tax properties of the investments that...

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Monday, October 24, 2016| Technology

Hackers are very clever about accessing our information. If only they would put their talent to better use!  Until then, we should make every effort to keep our home computers secure. Here are some tips to consider: Connect to a Secure Network Although cable modems, digital subscriber lines and internet service providers offer some level...

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Monday, October 24, 2016| Elections

With the election now just 14 days away, I thought it would be topical to share with you the 2016 CNN Presidential Election Website. Something that I found to be of interest was the Road to 270 – Interactive Battleground Map that shows who’s leading in each state. The map also allows you move states from...

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Thursday, August 4, 2016| Investments & Finances

Take a deep breath, relax and try not to get caught up in all the negative messaging and events. It’s so easy to go down that path, almost as if we are hard wired to have a keener interest in bad news rather than good. There’s no question we’ve had plenty to choose, with headlines...

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Friday, June 10, 2016| Insurance

The sun has finally come out and the temperature has risen which means a lot of people are outside and on the hunt for a new home. When you’re approved for a mortgage, your lender will offer to sell you mortgage insurance. That may seem convenient, but before you say yes to mortgage insurance, you...

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Friday, June 10, 2016| Financial Planning

I’ve written on this topic before however I’m continuously drawn to the importance of tracking expenses. Many people confuse “tracking” for setting limits or a “budget”. This is not really the point. Sometimes limits need to be set, but before deciding on limits, one needs to understand and familiarize themselves with their spending patterns and...

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Thursday, March 17, 2016| Living Benefits

Now that RRSP season is over, why not take the time to ensure that your hard-earned investments are protected – after all, you’ve spent considerable time and effort to accumulate these funds A risk that has nothing to do with market performance, is your risk of becoming ill. Not being able to contribute to your...

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Thursday, March 17, 2016| Investments & Finances

During extreme periods for the market, investors often make decisions that can undermine their ability to build long-term wealth. When faced with such periods, it can be very valuable to look back in history and study closely the timeless principles that have guided the investment decisions of some of history’s greatest investors through both good...

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Thursday, March 17, 2016| Investments & Finances

In light of the recent volatility in the markets around the world I thought I would discuss a simple concept that can really help with retiree’s peace of mind.  If you are retired, regardless of market volatility, you still need to take money from your investments.  However redeeming assets precisely while the markets are falling...

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Wednesday, February 24, 2016| category-1

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