Clients who are averse to foreign stocks should consider TD Blue-Chip Equity Fund or Synergy Canadian Corporate Class
Research suggests focus should be on spending instead of saving
But AIC Global Bond Fund and AGF Global Government Bond Fund are still considered solid investments
Improvements needed for retirement income simulation software
Investors Tactical Asset Allocation C Fund and Fidelity Global Asset Allocation A Fund each show weak spots
Paper maintains there is a better way to construct a benchmark than market capitalization
Comparison of CI Canadian Investment Fund, AIM Canadian Premier Fund shows different styles can complement each other
Clients who buy mutual funds based on recommendations of advisors may find themselves, on average, worse off than do-it-yourself investors, says a recent U.S. study.The examination of advisor behaviour by three U.S. academics — including Harvard professor Peter Tufano, who created the fuss about mutual fund fees — shows that advisor-recommended fund portfolios generally underperform […]
By most measures, PH&N Growth & Income comes out ahead of E&P Growth & Income
Dash of realism required in helping clients plot their savings and debt levels