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  New parents dream of loftier pursuits
DIANNE MALEY  

Saturday, January 20, 2018

Marta and Mannie understand that big life changes are an ideal time to draw up a financial plan.For them, it's the birth of their first child and their plan to have a second one in the not-too-distant future.
FULL STORY


Survey says: Investing fees are opaque as ever
CLARE O'HARA  

Saturday, January 20, 2018

The sweeping changes made last year to investment statements, heralded as a pivotal moment in providing clarity on the cost of investing, has had only a minimal impact on Canadians' understanding of how much they are paying for financial advice and how well their portfolios are performing.
FULL STORY


How you're getting richer, even as the cost of debt rises
ROB CARRICK  

Thursday, January 18, 2018

Interest rates have been low for so long that we forget the good things happening when they rise.In a massively indebted place such as Canada, rising rates can fairly be described as trouble waiting to happen for both households and governments. But higher rates are caused by positive economic developments, such as a firming job market and rising wages.
FULL STORY


Power Corp.'s Sagard Holdings launches private-debt fund
JACQUELINE NELSON  

Thursday, January 18, 2018

Power Corp. of Canada is courting new investors with the launch of a private-debt fund that will rely on the company's web of relationships.After more than a decade of equity and debt investing in North American middle-market companies, Power's investment platform Sagard Holdings is targeting at least $500-million (U.S.) from investors for Sagard Credit Partners LP. The fund has already secured just more than half that amount from its own capital and backers such as the Healthcare of Ontario Pension Plan (HOOPP) and some Montreal-based investors.
FULL STORY


The case for conservative stocks, even as they get clobbered
ROB CARRICK  

Wednesday, January 17, 2018

Safe is no longer sound when investing in stocks.For years, taking a conservative approach to investing in the stock market was the winning approach. You can see this through the success of low-volatility exchange-traded funds and some of the individual sectors these funds focused on, notably consumer staples.
FULL STORY


Goodbye, stable rates. It's a new world for borrowers - and savers
ROB CARRICK  

Tuesday, January 16, 2018

This year is already shaping up as the most eventful in a decade for interest-rate watchers.The country is zeroing-in on Wednesday's Bank of Canada announcement as an indicator of what's ahead for rates. But a shift to higher borrowing costs and savings rates has already begun. Mortgage rates have edged higher in recent weeks and returns on guaranteed investment certificates have increased in a few cases. The question going forward is not whether rates will keep rising - it's how much more upside there is in 2018.
FULL STORY


Tired of flashy? Try the Two-Minute Portfolio
ROB CARRICK  

Saturday, January 13, 2018

In a time of soaring cryptocurrencies and marijuana stocks, it hardly seems noteworthy that the Two-Minute Portfolio beat the SandP/TSX composite index last year.The 2MP made 9.7 per cent on a total-return basis (share-price changes plus dividends), while the index gained 9.1 per cent. A narrow win for the 2MP. Nothing to get excited about, which is kind of the whole point of this strategy.
FULL STORY


A self-made investor considers letting go
DIANNE MALEY  

Saturday, January 13, 2018

After several years of managing her own investments successfully, Judith is wondering if it is time to turn over her portfolio to a professional. She is single, 68 and living in Victoria.
FULL STORY


BIRTH AND DEATH NOTICES

Saturday, January 13, 2018

ROBERT A.W. BARR B.Comm.,C.P.A.,C.A.Bob left us on January 5, 2018, after 92 years of living, laughing and loving. Born in 1925 in Ayr, Scotland, Bob came to Canada when he was four years old and was raised in a very Scottish, very religious, very loving family.
FULL STORY


Nine things you need to know to survive the next online brokerage traffic jams
ROB CARRICK  

Wednesday, January 10, 2018

Investors began 2018 with a surge of excitement that quickly turned to frustration when their online brokerage firms struggled to keep up with demand to trade stocks.There were outages for the websites of both TD Direct Investing and RBC Direct Investing in the first few days back from the Christmas break, and complaints continued into this week. TD cited ''unprecedented trading volumes'' in explaining why investors keen to take advantage of hot markets and sectors, such as marijuana, could not log into their accounts or complete trades.
FULL STORY


Worried you've missed out on the hot market action? Play it cool
ROB CARRICK  

Tuesday, January 09, 2018

Fear stalks the stock markets - fear of missing out.There has been a decisive shift in investor psychology in recent months. The trepidations about investing that lingered long after the global financial crisis and market crash of 2008-09 have finally disappeared. The traffic jams at online brokers TD Direct Investing and RBC Direct Investing last week are less a story about technology issues than they are of investors acting on a fear of missing out on hot sectors and markets.
FULL STORY


PRIVATE EQUITY'S $1-TRILLION QUESTION
Jeffrey Jones, Jacqueline Nelson  

Saturday, January 06, 2018

Canada's biggest investors have a trillion-dollar problem.A stunning $1-trillion (U.S.) in capital - nearly double the amount available in 2012 - is sitting on the sidelines, waiting to be put to work by private equity investors across the globe.
FULL STORY


Dual retirement forces some tough decisions
DIANNE MALEY  

Saturday, January 06, 2018

Despite the eight-year difference in their ages, Tess and Theo want to retire at the same time in 2033. He is 49, she is 41.They both work in the same industry, he as an employee earning $125,000 a year, and she as a contract worker making $100,000 a year. He has a defined contribution pension plan at work, while she has one from a previous job. They have a house in a Toronto suburb with a mortgage, and two boys, age 11 and 16.
FULL STORY


How to beat the banks on GIC rates
ROB CARRICK  

Friday, January 05, 2018

There is no end to the indignity of being a conservative investor these days.To start, rates on guaranteed investment certificates are ultralow by historical standards. Adding to the pain is the fact that GIC issuers have barely responded, if at all, to the rate increases initiated by the Bank of Canada in the second half of last year. One way to fight back as an investor is to use a deposit broker.
FULL STORY


Higher mortgages rates in 2018 will close door to some home buyers
ROB CARRICK  

Friday, January 05, 2018

This is the year that kills home-ownership dreams for some aspiring firsttime buyers.Mortgage rates are expected to creep higher in 2018, which means declining affordability. As expensive as houses in some cities are, they may never be as accessible to the first-time buyer as they are today.
FULL STORY


A conservative mix of assets to start off 2018
ROB CARRICK  

Wednesday, January 03, 2018

Every year, I take on the challenge of building a good, sound portfolio of ETFs that costs less than the previous year's.The exchange-traded fund sector delivers the low fees needed to make this happen, and what started in 2015 as the Freedom 0.15 Portfolio has morphed into Freedom 0.11 for 2018. That's 11 cents in fees for every $100 you have invested.
FULL STORY


Advisers hand out some tough love to improve your finances
ROB CARRICK  

Wednesday, January 03, 2018

The people who have seen you naked, financially speaking, have some ideas about how you can better manage your money in 2018.Financial planners and investment advisers in my LinkedIn network were asked a few weeks ago to complete this thought: ''If I could change one thing about how Canadians manage money, it would be to...'' Here are some highlights from 199 comments covering a great range of topics, starting off with overspending and undersaving.
FULL STORY


A retirement expert explains how he prepared for retirement
LARRY MacDONALD  

Tuesday, January 02, 2018

ME AND MY MONEY alcolm Hamilton was a M gold medalist in mathematics at Queen's University and a National Research Council scholar at McGill University, where he obtained his master's degree in mathematics. He decided to become an actuary after he took the actuarial exams on a whim and got the best scores in Canada: ''I realized: ''Maybe I'm good at this,' '' he told Benefits Canada in 2012. At Mercer Canada Ltd., Mr. Hamilton specialized in the design and funding of pension plans. He spoke at conferences, chaired task forces, wrote articles and gave media interviews - emerging as a thought leader on retirement issues. After 33 years with Mercer, retirement came in 2012, in his early 60s.
FULL STORY


Big pension funds' long-term push for sustainability shifts investment climate
JACQUELINE NELSON  

Tuesday, January 02, 2018

There was a lot more than profit at stake for Ontario Teachers' Pension Plan when it struck a deal to invest in mining giant Glencore PLC.In a sign of a shift in the way big institutional investors think about the way they deploy capital, the pension fund's investment committee's many discussions about the royalty and streaming arrangement, announced in early December, were loaded with questions about health, safety and environmental issues.
FULL STORY


Ending on the right note
DIANNE MALEY  

Saturday, December 30, 2017

Marv and Maddy hope to leave their high-paying jobs and retire in 2020.Though neither has a company pension, they have substantial savings. He is 57, she is 56.
FULL STORY


Out in the cold: Sears staff, retirees live amid uncertainty
MARINA STRAUSS  

Thursday, December 28, 2017

When Keith Lovell left Sears Canada Inc. in 1998 after 30 years with the retailer, he knew his retirement years would not be easy.Money was tight in the Lovell household. As a food services supervisor and, later, a sales manager in Fredericton, he had always earned a relatively modest salary. His wife, Beverly, suffered from fibromyalgia and depression and required medications to help battle her ailments.
FULL STORY


The high cost of Canada's increasing wealth inequality
PARISA MAHBOUBI  

Thursday, December 28, 2017

PhD, senior policy analyst at the C.D. Howe InstituteAlthough Canadians today are richer than ever, the gap between average and median household wealth has grown also.By this measure, the main drivers of wealth inequality between Canadian households over the 2005-16 period have been rising real estate prices and an aging population, according to the 2016 Survey of Financial Security released by Statistics Canada.
FULL STORY


Investors, don't give in to the fear of missing out
ROB CARRICK  

Saturday, December 23, 2017

PORTFOLIO STRATEGYSensible investing has rarely seemed as dull and removed from the action as it did in 2017.Between bitcoin and other cryptocurrencies, marijuana stocks, robotics and artificial intelligence, an unprecedented amount of attention was given to hot sectors this year. The late 1990s period, with its mania over technology stocks, was intense. Today, there's a greater variety of temptation and thus more risk that people will make investing decisions based on a fear of missing out, rather than financial fundamentals.
FULL STORY


Test your investing chops

Saturday, December 23, 2017

1. As of Dec. 20, the three stocks with the highest year-to-date price returns on the SandP/TSX composite index, in descending order, were: a) Shopify, Dollarama, Canopy Growth b) Aphria, Kirkland Lake Gold, Shopify c) West Fraser Timber, Shopify, Air Canada d) Canopy Growth, Shopify, Martinrea International 2. The Bank of Canada raised its benchmark overnight rate _____ times in 2017, by a total of _____ percentage points. The overnight rate is now _____ per cent.
FULL STORY


Enough with your excuses for not investing globally
ROB CARRICK  

Saturday, December 23, 2017

One of the most common investing mistakes Canadians make is to overemphasize domestic stocks and play down markets in the United States and internationally.If you've been ignoring advice to diversify beyond Canada, here's some incentive to change your mind. At a time when so many assets are expensive, international stock markets are a comparative bargain. A recent column looked at some analysis by portfolio managers PWL Capital on which assets were expensive, fairly valued and cheap.
FULL STORY

 

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