Monthly Articles

Note: Current Monthly articles are only available to 

Sterling Mutuals Representatives and Registered Clients. 
Pooled Wrap Programs (revisit) (January 2001)  
The Asset Management Maze
Pooled Wrap Programs (January 2001)  
Wrap fees unbundled.
Mutual Funds’ December Tax Bite (December 2000)  
See which funds are poised for fat distributions and what you can do about it.
Has the RRSP Become Obsolete? (November 2000) 
Do the mini-budget’s tax breaks make RRSP benefits obsolete?
The Risk of Manager Turnover (October 2000)  
If your manager leaves, should you?
To RRSP or NOT? (September 2000)                             
A primer on deciding between RRSPs, regular investments, and other investments.
In Search of Buy-and-Hold Funds? (August 2000)      
Many funds that have a "buy-and-hold" image trade so often it’ll make you dizzy
AIM Funds Management (July 2000)
This is the hottest fund company on the street scoring huge winds on momentum and tech. funds.  See how their funds rate and some sample portfolios in this report (written before Derek Webb's departure).
The True Cost of Owning Funds (July 2000)
Total fund fees can sometimes be double the started MER. See how heavy trading impacts your bottom line.
Templeton Management Ltd. (June 2000)
Are you frustrated with the lagging value style of Templeton's fine funds?  If so, you are not alone.  Read on for FundMonitor.com's in-depth analysis on the struggling value-based firm.
How Many Funds Is Too Many? (June 2000)
Portfolio with too many funds are chronic sufferers of high fees, excess risk, and poor diversification. 
Do You Really Know What You're Buying? (May 2000)
Good companies and the funds that buy them can be speculative investments if you pay too much.
Tax Tips For The Mutual Fund Investor (April 2000)    
Last minute check list for all investors holding investment funds of all kinds.