December AER 2013

December 2013

Financial planning

As a young boy, Jim Little spent many hours observing wildlife near his grandparents’ land in Peace River Country in northern British Columbia.

Investing

Bottom-up stock picking (choosing a stock based on its individual attributes) often comes at the expense of macro analysis.

Retirement News

What to do with capital gains or losses

Help executors avoid these common errors.

Clients should simultaneously grow estates and outline wealth transfers

ETFs

Evaluating alternative indexes with an active lens

Meeting clients’ capital goals, not beating a benchmark, should be top priority.

Tax News

What to do with capital gains or losses

CRA provides guidance on virtual money

Make sure clients can claim donations

Jamie Golombek

Make sure clients can claim donations

Industry News

The hidden costs of financial engineering

Why they’re launching mutual funds

Regulators dish on big topics at industry conference

Is technology causing problems for investors?

Economic

Economy to remain flat next year

Market Insights

Evaluating alternative indexes with an active lens

Meeting clients’ capital goals, not beating a benchmark, should be top priority.

Is technology causing problems for investors?

Underanalyzed firms can add long-term value