Death and Taxes and Corporate Class Mutual Funds
Taking a more detailed look at corporate class funds and highlighting our top picks and the favourite fund families. In our September edition of the Mutual Fund and ETFs Update, we touched on the benefits of using corporate class funds in all types of non registered accounts. The main reason that many people like these funds is the potential for lower taxes. With corporate class funds, the tax...
Read MoreETF recommended list review
For the fall, the best offense is a good defense Despite market volatility taking a vacation throughout the months of July and August, we expect that it, like the rest of us will be back at full strength as we enter the fall. Many of the macro factors that have been responsible for the uncertainty in the past several months continue to weigh on the markets. Europe’s debt crisis is not any...
Read MoreCouch Potato Portfolio posts modest loss
Putting some perspective on the strategy’s performance For many investors, the idea of a “Couch Potato Portfolio” made up entirely of ETFs has a great deal of appeal. After all, it’s simple to implement, offers lower cost than a portfolio of mutual funds, provides pure asset class exposure, is fully transparent, and can be more tax efficient than a comparable portfolio of mutual funds. While the...
Read MoreProtecting your investments in falling markets
The best core equity funds for a market drop Quick – what has been the worst month for the stock market? If you’re like most people, you probably said October. With such memorable drops as “Black Tuesday” happening on October 29, 1929, and “Black Monday” occurring on October 19, 1987, it’s not surprising that most people pick October. However, if we look at the historic returns of the S&P...
Read MorePIMCO takes Canada by storm
A quick overview of fund giants Canadian offerings With over $1.8 trillion in assets under management, Newport Beach based PIMCO is one of the world’s most respected money managers. Founded in 1971 by Bill Gross, Bill Podlich and Jim Muzzy, PIMCO was the first to bring the concept of an actively managed bond portfolio to the mainstream. Over the years, Bill Gross has become one of the most...
Read MoreRBC Monthly Income Fund options
Some good alternatives for registered accounts Anybody who has followed this newsletter for a while knows that the RBC Monthly Income Fund has been one of our favourites. A quick look at the fund and it is not hard to see why. This low cost, conservatively managed balanced fund has rewarded investors with steady, stable performance that has consistently outpaced its benchmark and peer group. The...
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