News and resources for Canada's top financial advisors
Market Insights
My colleague is always on the lookout for deals and bargains. Growing up in Saint Petersburg during a transitioning Russian economy made everyone resourceful. She and her family have used coupons to clean out stores, with the clerk paying her at checkout! She applies the same frugal approach to constructing core-and-satellite structures for taxable portfolios, and saves money by systematically harvesting tax losses using ETFs.
By Mark Yamada |September 13, 2013
3 min read
Investors must look abroad as global economies recover.
By Dean DiSpalatro |September 12, 2013
2 min read
Where should bottom-up investors look?
4 min read
Should you aspire to beat or be the market?
By Kanupriya Vashisht |September 11, 2013
7 min read
Even conservative clients can break with convention
By Dean DiSpalatro |September 11, 2013
How indexed investments are responding to client needs
By Lisa MacColl |September 11, 2013
Over- and underweighting can capture alpha when used strategically
By James Dolan |September 11, 2013
Even in a recovering market, keep these tested stocks in the portfolio
By Bryan Borzykowski |September 11, 2013
5 min read
Staples and discretionary sectors will improve as confidence rises
By Camilla Cornell |September 11, 2013
But adding value beyond fees is a tough task
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