Investments

Market Insights

Not worth the risk

Reshuffle clients’ portfolios to cut chances of capital erosion

By Al Emid |June 18, 2012

4 min read

Market Insights

The paradox of skill

There’s no telling whether winners keep winning

By Brad Steiman |June 18, 2012

7 min read

Market Insights

Small caps get big returns

While you can be richly rewarded for unearthing an undiscovered, undervalued company, analyzing the fundamentals of every potential opportunity can be extremely time consuming.

By David Barr |June 15, 2012

4 min read

Market Insights

Rich clients may not be smart

Just because an investor can throw $150,000 at an investment doesn’t mean they’re sophisticated and don’t need to look at a prospectus.

By Richard E. Austin |June 5, 2012

3 min read

Economic Indicators

How to analyze prospective investments

The best way to achieve results in unstable markets is to intensify individual equity analysis, says David Graham, vice president and portfolio manager at CIBC Asset Management.

By Martha Porado |June 5, 2012

2 min read

Industry

What would Warren Buffett do to your portfolio?

Most clients would love to get Warren Buffett’s returns. Here's how to design portfolios that imitate his investment style.

By Lorraine Crawford |June 5, 2012

4 min read

Industry

Online investing popular, but myths persist

More than a third of Canadians use or would consider using an online brokerage. But according to a survey by BMO InvestorLine, four key myths still persist. “Despite the increasing popularity of online investing, a few misconceptions about the platform remain,” said Cesar Rainusso, Vice President, BMO InvestorLine. “Investing online is a convenient, efficient and […]

By Staff |May 25, 2012

1 min read

Products

The pros of private real estate

Private real estate can be suitable for clients looking to offset the volatility of stock markets. But as an asset class, it’s not without risk, and it is governed by a complex set of rules.

By Doug Watt |May 23, 2012

4 min read

Economic Indicators

Help clients overlook seasonal trends

All advisors have heard the adage, “Sell in May and go away.” While it may have rung true in the past—and while current macro economic issues are causing investors to pull back—there are still opportunities.

May 22, 2012

2 min read

Industry

Surviving volatile markets

Six years ago, Stephanie Holmes-Winton, a Halifax-based author and financial adviser, developed a test to help her clients figure out just how much risk they are willing to take on.

By Bryan Borzykowski, Canadian Business |May 15, 2012

13 min read

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