Dave

Shedding the light on mortgage investment corporations

With GICs paying next to nothing, bond values expected to decline, and income trusts pretty much extinct, income investors are left with very few options to generate a meaningful yield. One product that has been gaining a lot of interest from investors and advisors alike recently is the Mortgage Investment Corporation (MIC).

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Investment Fund Ranking Report – June 2011

You can download our Monthly Investment Fund Ranking Report for June 2011 here. June 2011 Investment Fund Ranking Report

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Investment Fund Ranking Report – May 2011

You can download our Monthly Investment Fund Ranking Report for May 2011 here. May 2011 Investment Fund Ranking Report  

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Always take a second look at mutual fund rankings

The search for reliable risk ratings goes on. In the most recent effort, fund companies must now provide investors with a “Risk Rating,” which can be found in the fund’s prospectus and on the new point of sale documents (basically fact sheets funds must provide clients). Fund managers will rate the risk of their funds in five fairly general categories: Low; Low to Medium; Medium; Medium to High; or High. The goal of these ratings is very laudable – to give investors an idea of how much risk they will be accepting by investing in a particular product. But how reliable are they?

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Investment Fund Ranking Report – April 2011

You can download our Monthly Investment Fund Ranking Report for April 2011 here. April 2011 Investment Fund Ranking Report

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