Stock Market Uncertainty

It’s been nearly a decade since I started speaking to fund managers on a regular basis. While each conversation is about something different—a sector to invest in, a stock to explore, an economic issue to pay attention to—one comment has come up time and time again: “Markets hate uncertainty.” It’sContinue Reading

marijuana stocks

Canada’s first cannabis mutual fund is cutting back on pot stocks. The UIT Alternative Health Fund has pared its holdings in recreational marijuana companies to 33 per cent, from 44 per cent at the end of 2017, while raising cash and shifting to health-care stocks like Jamieson Wellness Inc. andContinue Reading

Stocks Investing

Although 2018 has been a roller-coaster for stock markets globally, their allure has continued to be an addiction for Canadians. This has been particularly true when compared to other assets like cash, property, and bonds. While it is true that those other assets have a great appeal during the economicContinue Reading

Tax-free income

If you want more income, one of the first places you can explore is real estate investment trusts (REITs). They own portfolios of properties that are diversified geographically and across many tenants. Some are diversified across asset types as well. Most importantly, many REITs pay juicy distributions that can helpContinue Reading

Stocks Investing

Management fees, part of the expense ratio of funds, have always been considered one of the primarily nuisances for investors when deciding between a fund and individual stocks.  Don’t confuse management fees with commissions fees when buying into funds.  They are two different animals.  These days ETFs are free whenContinue Reading

Secure retirement

RRSP is a long considered a cherished stable to a happy retirement, but is it really the only option? This article explores other options for those feeling concerned that they might be too late or too old because they haven’t started a registered retirement account yet.Continue Reading

investment returns come from

When markets are good, advisers and portfolio managers get too much credit for investment returns. Clients are happy that their nest egg is growing and attribute their good fortune to their provider. Conversely, when markets are bad, investment professionals take the heat. Whether it’s fair or not, it happens aContinue Reading