|
Deciding on an Investment
Deciding on an Investment
The Financialist • Issue 108 • January 2011
BY CLAY GILLESPIE BBA CFP CIM FCSI
What is the first question that comes to mind when deciding on an investment? Is it the rate of return? Is it the safety o...
[Read more...]
|
Buying Individual Securities
Buying Individual Securities
The Financialist • Issue 106 • July 2010
BY CORY HILL CFP CIM
An investment in an individual stock, an individual bond, or preferred shares can be an appropriate addition to many clients’ portfolios...
[Read more...]
|
Back to Basics - Investing 101
Back to Basics – Investing 101
The Financialist • Issue 106 • July 2010
BY CHRIS EYNON BA CFP CIM
After the rollercoaster markets of the last couple of years, now is a good time to take a look at some of the basic tenet...
[Read more...]
|
Book Value
Book Value
The Financialist • Issue 105 • April 2010
BY BRYSON MILLEY BA CFP
It is commonly assumed that the book value on an investment statement is the amount of money that one has deposited into their account o...
[Read more...]
|
Making the Right Decision
Making the Right Decision
The Financialist • Issue 99 • October 2008
BY BRETT SIMPSON BComm CLU ChFC CFP
It is natural to want the easy path to financial security and freedom of choice. It is hard to recognize that our own beha...
[Read more...]
|
Should Market Risks Be Your Only Financial Concern?
Should Market Risks Be Your Only Financial Concern?
The Financialist • Issue 98 • July 2008
BY KEN HAWLEY BComm FLMI CFP RFP CHFC
When investors experience a downturn in the stock markets or declining interest rate returns on t...
[Read more...]
|
Diversification: A Fine Balance
Diversification: A Fine Balance
The Financialist • Issue 96 • January 2008
BY VERA VLAOVICH BA CFP CDS
Buying a home has continued to be part of an overall financial plan for most people. With the increased value of Metro...
[Read more...]
|
When to Sell
When to Sell
The Financialist • Issue 90 • October 2006
BY CLAY GILLESPIE
In any portfolio, perhaps the most difficult decision is when to sell an investment.
By definition, every portfolio will have one investment that is lag...
[Read more...]
|
Why Diversify?
Why Diversify?
The Financialist • Issue 90 • July 2006
BY ALAN KOTAI
Diversification is a relatively easy concept to understand. However, putting it into practice is not as simple. Human nature creates certain biase...
[Read more...]
|
Investor Behaviour
Investor Behaviour
The Financialist • Issue 89 • April 2006
BY CLAY GILLESPIE
A recent study by Dalbar, Inc. (a US research firm) concluded: "Investment return is far more dependent on investor behavior than on fund performance...
[Read more...]
|
What Bond Ratings Mean
What Bond Ratings Mean
The Financialist • Issue 87 • July 2005
BY CHRIS EYNON
We often hear in the news that a bond issuer’s credit rating has been upgraded or downgraded. This sounds important, but what does it mean? Sta...
[Read more...]
|
What’s In The Book?
What’s In The Book?
The Financialist • Issue 86 • April 2005
BY BRETT SIMPSON
"It was the best of times; it was the worst of times." This article is not a Tale of Two Cities, but rather a tale of two numbers and their effect on...
[Read more...]
|
Active vs. Index Management
Active vs. Index Management
The Financialist • Issue 84 • October 2004
BY BRYSON MILLEY
Index funds are “passively managed” investment funds. In practical terms, that means the assets held in the fund closely mirror the underly...
[Read more...]
|
Managing Volatility
Managing Volatility
The Financialist • Issue 83 • June 2004
BY ALAN KOTAI
Recent experience has reminded us that investing in the stock markets (either through individual stocks, stock indices, or other equity investments such ...
[Read more...]
|
|