Written by Kim Inglis on 10 August 2015
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]
Written by Kim Inglis on 16 July 2015
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]
Written by Kim Inglis on 02 October 2014
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]
Written by Kim Inglis on 12 June 2014
Investors have been busy putting their money to work in the markets. According to the Investment Company Institute, mutual fund assets worldwide increased to an all-time high of $30.05 trillion at the end of the fourth quarter of 2013, rising $3.2 trillion over the year due primarily to strong [Read more]