Investing

Investing

Going global in bonds

What’s the largest global asset class? International bonds.

By Staff |July 3, 2015

1 min read

Investing

Tax implications of investing abroad

Diversifying a portfolio with U.S. and international stocks offers great benefits, but those benefits carry a cost: foreign withholding taxes

By Justin Bender and Dan Bortolotti |July 3, 2015

2 min read

Investing

Presentation: Pros and cons of currency hedging

Exchange rates can improve or reduce investment returns when you convert them back into your home currency.

June 29, 2015

2 min read

Investing

Presentation: Questions and answers on global investing

To help you to prepare materials for clients, we’ve developed these slide selections on global investing.

June 29, 2015

3 min read

Investing

A day in the life of a research house

When they use outside management, fund companies have ways of ensuring the managers with whom they trust investors’ money know what they’re doing

By Evelyn Juan |June 21, 2015

4 min read

Investing

The stability of private real estate investment pools

When you want real estate investment exposure without the hassle of being a landlord, you can default to REITs

By David Sung & Wayman Crosby |June 19, 2015

4 min read

Investing

How politics impact markets

“Whoever gets elected, Republican or Democrat, I don’t think it’ll have a lasting impact on markets.”

By Dean DiSpalatro |June 17, 2015

2 min read

Financial Planning

How the target inflation rate affects you

Next year, the Bank of Canada and the Ministry of Finance could move the national inflation target. Why would they do that? We’ll examine what it all means.

By Jessica Bruno |June 10, 2015

4 min read

Financial Planning

Check out our special topic spotlights

Use the articles and action items from all of our special packages to better connect with your clients.

By Staff |June 8, 2015

1 min read

Investing

Use a bond ladder to safely draw down your portfolio

Your boomer clients are retiring, so they’re going to be spending the money in their portfolios.

By Staff |June 1, 2015

2 min read

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