Financial planning

Keep emotion in check, portfolio balanced Fallback Image Decorative pattern

Market Insights

Keep emotion in check, portfolio balanced

In at the top, out at the bottom, the stock market is an expensive place to get to know yourself. J. Matthew Beckerleg, partner and portfolio manager at Pembroke Management Ltd., says investors should remove emotion from the process.

By Vikram Barhat |January 28, 2011

5 min read

How to rein clients in Fallback Image Decorative pattern

Industry

How to rein clients in

What’s the most important thing a financial advisor does for clients? Provide sound investment advice and financial planning that clients can rely on? Maybe. That is, after all, the primary role of the financial advisor.

By Bryan Borzykowski |January 20, 2011

8 min read

Bonds face challenges, but no bubble Fallback Image Decorative pattern

Market Insights

Bonds face challenges, but no bubble

The crisis of 2008-09 sent investors on a mad search for safety and a huge number of them sought refuge in bonds. Fixed income led mutual fund sales since the crisis, driving the price of bonds higher and yields lower. Some have suggested fixed income poses a threat as the next bubble.

By Steven Lamb |January 11, 2011

5 min read

CIBC Poll: Canadians worried about debt, retirement Fallback Image Decorative pattern

Industry

CIBC Poll: Canadians worried about debt, retirement

According to a CIBC poll, there are two financial concerns weighing on the minds of Canadians: paying down personal debt and saving for retirement.

By John Powell |January 6, 2011

2 min read