You may see traditional index funds and ETFs as efficient vehicles for gaining diversified exposure to specific asset classes. But are indices precise representations of…
Ask your client, “How do you choose your ETFs?”
For Canadians with U.S. property, a limited liability company (LLC) can cause major headaches due to the U.S.’s foreign reporting requirements.
Is your client thinking about investing in U.S. property? Try this tip.
Ask your client, “Have you considered investing in U.S. property?”
If the coming months are more volatile, investors could find covered-call strategies more attractive.
If you have a client concerned about market volatility, ask them this question.
Do you have a client whose portfolio could benefit from call options? Try this tip.
When global economies are on shaky ground, investors tend to prefer low-volatility stocks.
If you say paper assets are poor investments, you haven't considered comic books
Ask your client, “Did you read comic books as a kid?” They may even have some comics in the attic.
Interest rates have dropped across the globe, but you can still find attractive bond yields.
Before dipping into emerging markets, assess their growth outlooks.
Portfolio manager Richard Fortin has a history of buying stocks that have poor near-term outlooks. Find out why.
Get your client thinking about high-conviction investing.
Released in 1987, Wall Street was one of the first films to offer an inside look into growing immorality at trading firms during the late…
Beware the temptation to have profits on securities transactions taxed as capital gains, rather than as business income.
Strategies to assess markets and identify good investments
In volatile times, investment performance can be stressful.
Choppy markets can lead to buying opportunities.
Remaining invested in a well-diversified portfolio is the key to long-term
There are still bargains to be found on the stock market. Here's how to find them.
Your chance to ask investing expert and Canadian Couch Potato blogger Dan Bortolotti your ETF questions.
Should you invest in residential property?
Should you invest in residential property?