| Weekly |
| June 27, 2003 For Canadian stocks, keep it simple. Hold no more than one or two funds if outperformance is your goal. |
| June 20, 2003 The fund industry is starting to come full circle on fees. |
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June
13, 2003
Have fund MERs really
risen since 1995, as claimed by a Morningstar study?
|
| June 6, 2003 U.S. stocks are up 10% this year. But the rise in the loonie has wiped that out - and then some. |
| May 30, 2003 A case study in applying the net worth approach to portfolio construction. |
| May 23, 2003 When making investment decisions, pay attention to your net worth makeup. |
| May 16, 2003 Should fund managers be required to publicly disclose their proxy voting records? |
| May 9, 2003 Demographic trends have real implications for the future. |
| May 2, 2003 Ontario Opportunity Bonds are attractive, but not for everyone. |
| April 25, 2003 Interest rate changes don't impact all bonds equally. |
| April 18, 2003 Two recent manager changes will force investors to make some decisions. |
| April 4, 2003 If it sounds too good to be true - it probably is. |
| March 28, 2003 U.S. vs. Canada: True comparisons of funds MERs. |
| March 21, 2003 A quick war won't kick start the economy and stock prices. |
| March 14, 2003 Recent trends show that many investors may be setting themselves up for a bumpy ride. |
| March 7, 2003 Many investors bought funds paying out return of capital (RoC) distributions. Read on for guidance on how to treat RoC on your taxes. |
| February 28, 2003 Some funds stockpile cash while others stay fully invested. There are pros and cons to each approach. |
| February 21, 2003 Take a pass on guaranteed labour funds |
| February 7, 2003 Top foreign picks for your RRSP |
| January 31, 2003 The financial advice business is suffering from something of an image problem. |
| January 24, 2003 The financial advice business is suffering from something of an image problem. |
| January 17, 2003 Don't be lured by low, guaranteed returns. It could be your worst long-term move. |
| January 10, 2003 Do share prices always follow profits? You might be surprised. |
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January
3, 2002
A progress report on
how this column's advice has fared over the past year.
|
| December 20, 2002 Some value-added advice on portfolio positioning today. |
| December 6, 2002 Profiles of my top picks among income trust funds. |
| November 29, 2002 Understanding the tax deferral offered by income trusts |
| November 22, 2002 A primer on income trusts. |
| November 15, 2002 Want tech stocks? Try a labour fund on for size. |
| November 8, 2002 Now may be a good time to take some profits from bond holdings. |
| November 1, 2002 What impacts the shape of the yield curve? |
| October 11, 2002 Beware of the notoriously stingy disclosure practices of workplace group savings plans. |
| October 4, 2002 Questions you should ask yourself (or your advisor) before you buy your next new investment. |
| September 27, 2002 Canadians have too many mutual funds from which to choose. Such excesses demand your scrutiny. |
| September 20, 2002 You've lost a ton on your tech funds. What should you do now? |
|
September 6, 2002
Investors are rethinking risk, but it's only because expectations were
unrealistic from the start.
|
| August 30, 2002 Already sitting on big paper losses on seg funds? See why sitting tight might be your best bet. |
| August 23, 2002 Do dividends matter? |
| August 16, 2002 Some tips on including hedge funds in portfolios. |
| August 9, 2002 Historical hedge fund returns look good - but they have some built-in biases. |
| August 2, 2002 Hedge Funds - Some Finer Points. |
| July 26, 2002 Hedge fund basics. |
| July 19, 2002 Value managers are starting to turn bullish on stocks. See who's buying what. |
| July 12, 2002 Markets seem to do nothing but go down, but there are reasons to chin-up. |
| July 5, 2002 Factors affecting sustainable withdrawals from your portfolio. |
| June 28, 2002 Corporate fraud has shaken investor confidence, but don't lose hope. |
| June 21, 2002 Many funds promising high distributions are starting to stumble on their promises. |
| June 14, 2002 National Bank buys Altamira: implications for individual investors. |
|
June 7, 2002
If you own AGF Int'l Value, Int'l Stock, or Emerging Markets Value, this
is a must read. This week, we assess AGF's new manager appointments.
|
| May 31, 2002 A glimpse into a manager that lets the market guide his investing decisions. |
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May 17, 2002 Dynamic is proposing to raise fees on many of its funds. Find out if you're affected and what you can do to stop it. |
| May 10, 2002 Do you feel compelled to sell? Performance is just one of the many things you should consider before taking action. |
| May 3, 2002 Top reasons to buy a fund. |
| April 26, 2002 Too much of a good thing may be bad for your bottom line. |
| April 19, 2002 A primer on how the government uses interest rates to manage the economy and the impact on stock prices. |
| April 12, 2002 Managers were criticized for missing Enron's warnings signs. See why value managers might have a better chance of doing so. |
| April 5, 2002 Brandes dumps AGF. What are investors to do? |
| March 28, 2002 How labour funds make money and how to include them in portfolios. Part II in a two-part series. |
| March 22, 2002 Highlighting the risks of investing in labour sponsored funds. Part I in a two-part series. |
| March 15, 2002 Tips to ensure you don't report more income than you should for your investments. |
| March 8, 2002 Two under performers that have good future potential. |
| March 1, 2002 Mutual funds that don't deserve a place in your portfolio. |
| February 22, 2002 More RRSP Ideas - foreign funds to consider. |
| February 15, 2002 Last minute tips for your RRSP contribution. |
| February 8, 2002 Five signs you may need a new advisor. |
| February 1, 2002 Great online resources for the do-it-yourself investor. |
| January 25, 2002 Tips to finding your ideal advisor - Part II of III |
| January 18, 2002 Some investors need and want an advisor, while others don't. The first in a three-part series on financial advice. |
|
January 11, 2002
Investors should consider these subtle shifts for the year that lies ahead
|
| January
4, 2002
This week, we check up on how this column's suggestions have fared so far.
|
| December 21, 2001 Start preparing now, before mutual fund sticker shock sets in. |
| December 14, 2001 See why Clarington Canadian Income may soon have to cut its distribution. |
| December 7, 2001 If I told you there was a fund that paid a distribution of 10% per year, would you think it too good to be true? |
| November 30, 2001 Fat mutual fund distributions make this time of year a bit less jolly for some. |
| November 23, 2001 Debunking common investment myths. |
| November 16, 2001 Avoid superficial losses while maintaining desired portfolio exposure. |
| November 9, 2001 Tough year presents tax planning opportunity. |
| November 2, 2001 The index against which you compare your mutual fund probably looks nothing like your fund. |
| October 26, 2001 Don't forget to include bonds in your asset allocation strategy. |
| October 19, 2001 In the midst of market turmoil, it's a good time to remind investors to get back to the basics. |
| October 12, 2001 Do you feel handcuffed by DSC funds? Tips on restructuring without incurring charges. |
| October 5, 2001 Do you feel lucky? Some suggestions for the more adventurous investors. |
| September 28, 2001 Inflation is a real risk. Here's how to protect your portfolio from that nasty "I-word". |
| September 21, 2001 What should investors do with their portfolios, in light of recent terrorist attacks? |
| September 13, 2001 What will the impact of this week's terrorist attack be on the economy and stock prices? |
| September 7, 2001 Looking into the behavior of the Canadian fund investor. |
| August 31, 2001 What makes Mackenzie's Managed Yield Class funds tick? |
| August 24, 2001 RSP eligible foreign index funds can boost foreign content, but investors should know their fund's currency exposure. |
| August 17, 2001 Fund rating services can miss critical information. |
| August 10, 2001 The investor's guide to picking future winners. |
| August 3, 2001 The pros and cons of dealing with a fee-based advisor. |
| July 27, 2001 The trend toward fee-based advise. |
| July 6, 2001 Defined portfolio trusts offer more tricks than treats. |
| June 29, 2001 Value funds are on fire. Read on to see some of my top value picks. |
| June 22, 2001 Some funds appear to have very low fees, but you're not seeing the whole picture. |
| June 15, 2001 Learn the ins and outs of the corporate class funds and how they boost your bottom line - after taxes. |
| June 8, 2001 Big changes in MSCI indexes adds up to lots of trading in funds tracking it's indexes. This article looks at the investor impact. |
| June 1, 2001
Energy has been smoking but what does the future hold for this sector? |
| May 18, 2001 Neglected Foreign Funds. Three of the best-kept secrets among the crowded field of foreign stock funds. |
| May 11, 2001 The Wrap Account to Avoid. Costs are just one reason why investors should beware of Optima Strategy. |
| May 04, 2001 Tax-Managed Funds - Part III.Canada's best tax-managed funds. |
| April 27, 2001 Tax-Managed Funds - Part II.Tips on how to identify a tax-smart money manager. |
| April 16, 2001 Tax-Managed Funds - Part I. Tax smart money management trends. |
| April 06, 2001 Investors Should Do Homework. The importance of simplified prospectus. |
| March 30, 2001 Spooked By Tech Stocks? Rebound won't be quick. |
| March 23, 2001 A History Lesson in Mutual Funds. When track records are meaningless. |
| March 16, 2001 Tax Tips For Fund Investors. T3s are only the beginning. |
| March 09, 2001 Hidden Gems. Three of the most overlooked Canadian funds. |
| March 02, 2001 Pooled Wrap Programs. Wraps are more sizzle than steak. |
| February 23, 2001 Got Nortel? Money managers speak out on Nortel. |
| February 16, 2001 Do You Really Need a Seg Fund? Tips on homemade portfolio guarantees. |
| February 09, 2001 The Value of Investment Guarantees. Have seg funds lost their luster? |
| February 02, 2001 Do we need more foreign content? |
| January 26,2001 Scudder's about face. |
| January 19, 2001 Whats in a fund name? |
| January 12,2001 Greenspan review part 2. |
| January 05,2001 Greenspan review part 1. |
| December 22, 2000 The outlook for tech stocks is mixed. |
| December 15, 2000 Templeton Growth gets a new manager but read on to see why this is a buy. |
| December 8, 2000 Tax-saving strategies to dodge the hit of year-end fund distributions. |
| December 1 2000 Some funds are ready to pay out distributions that exceed year-to-date gains. |
| November 24, 2000 Two star managers were dumped this week. Can the new firm manage a smooth transition? |
| November 17, 2000 A CI/Mackenzie merger could spell trouble for investors. |
| November 10, 2000 Part 2 of the RRSP debate. |
| November 3, 2000 Has the RRSP become obsolete |
| October 27, 2000 Do you expect average returns of 10% annually? You may be in for a rude awakening.ook for tech stocks is mixed. |
| October 20, 2000 Dynamic unitholders, pay attention. |
| October 13, 2000 Is technology a buy? Volatile sector has room to fall. |