Posts Tagged ‘canadian investments’

Money’s Worth : Making sure your asset allocation fits

Money’s Worth : Making sure your asset allocation fits

According to a recent survey done by Franklin Templeton, Canadians are generally quite optimistic about their future, with 92% looking forward to retirement. On the whole, Canadians are planning on traveling, spending time with friends and family, and pursuing hobbies. Despite the optimism, 82% are [Read more]

Saving for Your Child’s Education by Kim Inglis

Saving for Your Child’s Education by Kim Inglis

Every year many Canadian families are face with paying for a large portion of their child’s post-graduate education.  A study conducted by BMO Global Asset Management found that 70% of parents are worried their children will not be able to afford university or college.  As a result, they are [Read more]

Dealing with Market Volatility

Dealing with Market Volatility

Although it’s understood that stock markets fluctuate, volatility still makes investors uneasy.  Unfortunately, nervousness about market turbulence can cause them to make short-term decisions with detrimental impacts on long-term portfolio performance. Investors hastily sell but are usually [Read more]

Investing in Mutual Funds

Investing in Mutual Funds

Mutual funds have long been a favorite of Canadian investors.  According to the Investment Funds Institute of Canada (IFIC), 4.6 million Canadian households own mutual funds representing $1.14 trillion in assets.  Many opt for mutual funds for their simplified approach to investing.  However, [Read more]

TFSA investing for 2015

TFSA investing for 2015

As one year passes and another unfolds, it’s time to make Tax Free Savings Account (TFSA) contributions. They’ve been around since 2009 and yet Canadians still largely misunderstand them. The annual BMO TFSA Report says 66 per cent claim to be knowledgeable about TFSAs, but only 22 percent [Read more]

The impact of investor emotions

The impact of investor emotions

A BMO Psychology of Investing report revealed some worrisome data on investor emotions that included; two-thirds of those polled have not been in total control of their emotions when investing and; a majority of Canadians have invested on impulse at least once. That’s bad news for portfolios [Read more]

Kim Inglis : Major Misconceptions Regarding Exchange-Traded Funds

Kim Inglis : Major Misconceptions Regarding Exchange-Traded Funds

Research and consultancy firm ETFGI reports that globally listed assets of ETFs and exchange-traded products reached a new record high of US$2.55 trillion at the end of May 2014. Canada represents US$63.2 billion of those assets. This remarkable growth has also brought changes. ETFs started out [Read more]

Impact of U.S. Estate Tax on Canadians by Kim Inglis

Impact of U.S. Estate Tax on Canadians by Kim Inglis

Canadian residents, who die owning assets such as vacation properties in the United States or stocks in U.S. companies, may be subject to U.S. estate taxes.  For tax purposes, assets include real and tangible personal property situated in the U.S., shares of U.S securities and units of U.S. mutual [Read more]

#MoneysWorth by Kim Inglis : Snowbirds & U.S. Taxes

#MoneysWorth by Kim Inglis : Snowbirds & U.S. Taxes

TD Economics reports that more than 500,000 Canadians spend significant periods of time in the United States.  These individuals may be unaware that a Canadian can be deemed a U.S. person and subject to U.S. tax filing requirements if holding certain investment vehicles. The definition of a U.S. [Read more]

Money$ Worth by Kim Inglis – Tech Sector Investing

Money$ Worth by Kim Inglis – Tech Sector Investing

Recent technology sector events, such as King Digital Entertainment’s IPO and Facebook’s $19 billion acquisition of WhatsApp, have investors talking about a bubble.  Price-earnings ratios in the sector are certainly high, and some valuations may not be realistic, but data show the sector [Read more]

MONEY$ WORTH by Kim Inglis : Market Neutral Investing

MONEY$ WORTH by Kim Inglis : Market Neutral Investing

Sensitivity to market volatility and concerns about rising interest rates have many investors turning to alternative strategies as a way to get downside protection. Data provider Hedge Fund Research says total assets in the global hedge fund industry have increased to $2.63 trillion.  Meanwhile, [Read more]

MONEY$ WORTH by Kim Inglis : Global Investing

MONEY$ WORTH by Kim Inglis : Global Investing

Good investors understand the concept of diversification and its benefits in managing risk.  However, although many do diversify with individual holdings, the majority fall short when diversifying from a global standpoint.  That’s understandable as it’s natural to invest in what one [Read more]

MONEY’$ WORTH – Tax Time & Flow-Through Shares

MONEY’$ WORTH – Tax Time & Flow-Through Shares

Kim Inglis, CIM, PFP, FCSI, AIFP is an Investment Advisor & Portfolio Manager with Canaccord Wealth Management, a division of Canaccord Genuity Corp., Member – Canadian Investor Protection Fund. www.reynoldsinglis.ca. Read her column “Money’$ Worth” every other week here on [Read more]

MONEY’$ WORTH: The Great Debate TFSAs or RRSPs – Which to Use When and Why

MONEY’$ WORTH: The Great Debate TFSAs or RRSPs – Which to Use When and Why

Kim Inglis, CIM, PFP, FCSI, AIFP is an Investment Advisor & Portfolio Manager with Canaccord Wealth Management, a division of Canaccord Genuity Corp., Member – Canadian Investor Protection Fund. www.reynoldsinglis.ca. Read her column “Money’$ Worth” every other week here on [Read more]

MONEY’$ WORTH – Types of Account Protection

MONEY’$ WORTH – Types of Account Protection

Kim Inglis, CIM, PFP, FCSI, AIFP is an Investment Advisor & Portfolio Manager with Canaccord Wealth Management, a division of Canaccord Genuity Corp., Member – Canadian Investor Protection Fund. www.reynoldsinglis.ca. Read her column “Money’$ Worth” every other week here on [Read more]

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