Posts Tagged ‘Investment Policy Statement’

Coping With Emotions When Investing @KimInglis

Coping With Emotions When Investing @KimInglis

The average investor underperforms virtually all other traditional asset classes, even when inflation increases are included. J.P. Morgan, comparing 20-year annualized returns by asset class, found the average investor rings in at 2.1% compared to the S&P 500 Index at 8.2%.  This [Read more]

Money’s Worth by Kim Inglis: Examining account fee structures

Money’s Worth by Kim Inglis: Examining account fee structures

Investors pay fees for portfolio management, as they do for any professional service, but many are unaware of the variety of options regarding fee structure.  One of the most popular is the fee-based pricing model. According to PriceMetrix, fee-based structures are the preferred method of [Read more]

Understanding Investor Emotions by Kim Inglis

Understanding Investor Emotions by Kim Inglis

Investor emotions are a portfolio’s worst enemy. Fortunately they are also predictable, following a route in sync with market cycles. The peak is the middle of a bull market, when investors are most optimistic. The trough is during a bear market, when investor emotions are correspondingly low. [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]

MONEY’$ WORTH by Kim Inglis: Investors are their Own Worst Enemy

MONEY’$ WORTH by Kim Inglis: Investors are their Own Worst Enemy

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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