Latest news in Investing

Conversation Starter – What’s the best way to invest in real estate?

Ask you client, “How are things going for you as a property owner?”

  • February 12, 2015 February 12, 2015
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What to look for in a REIT

When it comes to REITs, we focus on companies rather than sectors.

Is tracking an index worth the cost?

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…

Conversation Starter – Is tracking an index worth the cost?

Ask your client, “How do you choose your ETFs?”

  • February 5, 2015 February 5, 2015
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LLC spells trouble for Canadians with U.S. property

For Canadians with U.S. property, a limited liability company (LLC) can cause major headaches due to the U.S.’s foreign reporting requirements.

Action Idea – LLC spells trouble for Canadians who own U.S. property

Is your client thinking about investing in U.S. property? Try this tip.

  • February 4, 2015 February 4, 2015
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Conversation Starter – LLC spells trouble for Canadians who own U.S. property

Ask your client, “Have you considered investing in U.S. property?”

  • February 4, 2015 February 4, 2015
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Consider a covered-call strategy

If the coming months are more volatile, investors could find covered-call strategies more attractive.

Conversation Starter – Consider a covered-call strategy

If you have a client concerned about market volatility, ask them this question.

  • January 28, 2015 January 28, 2015
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Action Idea – Consider a covered-call strategy

Do you have a client whose portfolio could benefit from call options? Try this tip.

  • January 28, 2015 January 28, 2015
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Ease exposure to REITs, utilities

When global economies are on shaky ground, investors tend to prefer low-volatility stocks.

Profit from comic books

If you say paper assets are poor investments, you haven't considered comic books

Conversation starter – Profit from comic books

Ask your client, “Did you read comic books as a kid?” They may even have some comics in the attic.

  • January 16, 2015 January 16, 2015
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Don’t overlook global bonds

Interest rates have dropped across the globe, but you can still find attractive bond yields.

Focus on earnings over GDP growth

Before dipping into emerging markets, assess their growth outlooks.

High-conviction investing

Portfolio manager Richard Fortin has a history of buying stocks that have poor near-term outlooks. Find out why.

  • By: Staff
  • December 15, 2014 September 10, 2018
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Conversation starter – High-conviction investing

Get your client thinking about high-conviction investing.

  • December 15, 2014 December 15, 2014
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Wall Street trader Gordon Gekko still relevant

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…

When trading profits are income

Beware the temptation to have profits on securities transactions taxed as capital gains, rather than as business income.

How to find out where markets are headed

Strategies to assess markets and identify good investments

  • By: Staff
  • November 27, 2014 August 1, 2018
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Keeping calm about volatility

In volatile times, investment performance can be stressful.

  • By: Staff
  • November 24, 2014 July 17, 2018
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Adopt a long-term outlook

Choppy markets can lead to buying opportunities.

  • By: Staff
  • November 20, 2014 November 20, 2014
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Planner: Time-tested investment strategies for the long term

Remaining invested in a well-diversified portfolio is the key to long-term

  • November 20, 2014 November 20, 2014
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Still a good idea to buy American

There are still bargains to be found on the stock market. Here's how to find them.

Got questions about ETFs?

Your chance to ask investing expert and Canadian Couch Potato blogger Dan Bortolotti your ETF questions.

  • By: Staff
  • November 18, 2014 November 18, 2014
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