Investing

Consider closed-end funds

If you’re looking for income, consider closed-end funds (CEFs), which can provide lower-risk cash flow.

By Dean DiSpalatro |March 11, 2015

3 min read

Will global markets outpace the U.S.?

Recent years have seen U.S. stock prices increase significantly.

By Sarah Cunningham-Scharf |March 5, 2015

2 min read

What is an MER?

There's a lot of talk in the media of late on investment-related fees, and particularly MERs. It may be a little overwhelming -- here's what you need to know.

By Dean DiSpalatro |February 27, 2015

3 min read

Understanding financial statements: TERs

This year, you’ll start receiving a more precise dollars-and-cents representation of fees from your financial advisor on your statements. It’s part of something called Client Relationship Model – Phase 2 (CRM2).

By Dean DiSpalatro |February 27, 2015

3 min read