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

More amendments to the way investment dealers and advisers deal with their clients are coming in July and firms are very worried. The new initiatives — part of the Client Relationship Model — Phase 2, or CRM2, initiative — are meant to show clients how much money in fees theyContinue Reading

Investing doesn’t have to be difficult. Eliminating complicated investments can make your portfolio easier to manage and could even boost your returns. Automating your finances can also make it easier to save money and track your investments. Here are seven ways to make investing simple. 1. Consider a robo advisor.Continue Reading

There’s no doubt some Canadian investors are cynical about the rise in popularity of alternative investments over the past few years. And really, who can blame them? Hedge-fund strategies and non-traditional asset classes such as private equity and infrastructure are repeatedly touted for their significant diversification benefits and returns thatContinue Reading

So you want to get into the investment game and you’ve been sitting on the bench. The Standard & Poor’s 500 index is up around 18 percent this year through September and you’re apprehensive about getting back into the game now. Should you just run onto the field and startContinue Reading

As a financial advisor, I have spent many years helping other people overcome financial stumbling blocks so they can become rich. Ironically, the one person I have had the most trouble helping is myself. Being “rich” can mean different things to different people, but I believe it means having theContinue Reading