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puzzle

Selecting securities for capital appreciation after an inheritance

How to Invest: Two advisors share how they would set up a portfolio for a $10 million windfall and a $10,000 employment bonus

investment outlook

Catching the rebound with bond funds

Expected returns may be lower than for GICs, but funds have the advantage of liquidity

  • By: Rudy Luukko
  • February 13, 2023 February 10, 2023
  • 00:03
iStockPhoto.com/nasenmann

ETFs buck the downtrend of 2022

Important numbers from the year in ETFs

Bear market trying to catch upward swimming advisors

Building recession-ready portfolios for wealthy clients

PMs explain their strategies

US Congress members during a session

Split U.S. Congress may make for calmer markets

Big spending packages or tax cuts are probably off the table for the next two years, providing greater certainty

  • By: Rudy Luukko
  • December 12, 2022 December 12, 2022
  • 00:12
Miniature model man reading on top of bar graph of increasing value

PMs prescribe a healthy dose of alts for investing inheritances

How to invest

Miniature model man looking giant stack of chocolate coins

Hedged or unhedged? An important question for investors

Funds that employ currency hedging have lagged this year

  • By: Rudy Luukko
  • November 21, 2022 November 21, 2022
  • 00:09
Illustration of a man with a potted plant representing investments and revenue falling into a piggy bank.

PMs build portfolios for a $10M inheritance

How to Invest

Illustration of rocket followed by coins on top of a chart of increasing earnings

Investing in booms without the bust?

CI Auspice ETF targets commodities minus the price swings

  • By: Rudy Luukko
  • October 31, 2022 October 28, 2022
  • 00:03
Hot air balloon in very stormy weather

Strange times create opening for short-term products with high yield

Interest rate hikes have made conservative fixed-income funds more rewarding

  • By: Rudy Luukko
  • October 11, 2022 October 5, 2022
  • 00:17
Concept of building an investment portfolio

GICs become viable income options for investing windfalls

How to Invest

Two people harvesting money from a tree

Wealthy clients can benefit from blue-chip stocks and five-year GICs

How to invest: Two portfolio managers offer their picks for investing windfalls

difficult choices of a businessman due to crisis

ETFs vs. ETF mutual funds: Which to choose?

Evaluating the two options requires understanding your client’s needs, particularly concerning liquidity

A person inside a financial maze made out of hedges.

Hedging inflation with stock picks and alternatives

How to invest: Two portfolio managers offer ways to hedge against inflation

financial growth

Fixed-income diversification helpful in rising-rate environment

Two advisors share how they would set up a portfolio for a $10 million windfall

lower fee

A lower-fee format for target-date funds

Toronto-based startup enters the market with target-date ETFs but faces large, established competitors

low yield investment

Investing on a flat yield curve

Financial advisors will need to be more deliberate about choosing fixed-income products amid challenging conditions

investment growth

Global diversification a priority for balanced growth investing

Two advisors share their portfolio picks for global diversification

portfolio construction

Broad-based ETFs or careful stock picks can work for large windfalls

Two advisors share their stock picks for large windfalls

stock portfolio allocation

Combining public and private, and active and passive, can expand opportunities

Two portfolio managers discuss how to invest windfalls for wealthy clients

gold investment

2021 took the shine off gold

It was a rough year for the “most uncorrelated asset class”

graph with canadian flag

Canadian ETFs enter the metaverse

New funds hold several big names found in broad U.S. stock indexes

  • By: Rudy Luukko
  • January 24, 2022 January 24, 2022
  • 00:15
Toronto real estate

Crypto and real estate provide portfolio hedges

Clients with windfalls need to diversify and mitigate risk

growth

ETFs: Innovation and growth

A look at the growing market share of ETFs

plant with coins

Data providers to build on new ESG disclosure

The final version of the CFA Institute’s standards came out last month