Getting your investments back on track Stock markets were on a tear last year. The S&P/TSX Composite was up 21% in 2021, while the S&P 500 Composite Index rose 27%. But trouble may be brewing, with inflation still raging and interest rate hikes looming....
Refining your investment style from a menu of choices “Active” and “passive” portfolio management used to be fairly straightforward. Active investors traded frequently in individual stocks in an effort to beat the market, while passive investors relied on...
Manage risk, stabilize returns Have you noticed? Stock markets have been climbing to new highs through the summer. And the growth stock sector continues to be expensive. Value stocks, holding true to their name, generally are not. In fact, according to Yardeni...
Deep pockets and knowledge a must From time to time, you’ll see (or even be offered by your advisor) an investment available only to “accredited” investors. This doesn’t necessarily mean some sort of real estate syndicate in the Caribbean. In fact, very often it...
Wild market optimism no time to lose your common sense With the S&P/TSX Composite up 66% since the pandemic meltdown lows of last March, there’s definitely a whiff of bull in the air. Almost anything goes as the big U.S. stock indexes keep climbing to fresh...
Clients have been asking about the prospect of runaway inflation and how it could affect their portfolio and their ability to meet retirement goals. In this interview with Wealth Professional, Robyn Thompson offers pointers for financial advisors and their clients...
Do’s and don’ts for the new investment environment By now, you’ve noticed that the prices of everyday essentials from groceries to gas to lumber have edged up, some quite significantly. No, you’re not dreaming, and it’s not a mistake. Consumer price indexes have...
Investing by stock market lore could be a money-losing strategy “Sell in May, go away, and don’t come back ’til Labour Day” is one of those bits of market lore that’s trotted out from time to time. Other instances of such supposed deep wisdom include, “Never try to...
Portfolio management tips for troubled times October is a typically volatile month for markets, and this year has been no exception. The main North American stock indexes were down for the month across the board. So were crude oil and gold. We heard media talking...
Vulnerable in the season of volatility The fall season of volatility is here again. This year, however, stock markets may be susceptible to even more gyrations than usual, given the vagaries of the Covid-19 pandemic and its effect on economic growth, the U.S....
Review your portfolio before jumping in The Dow Jones Industrial Average is reaching all-time record highs. So is the S&P 500 Composite Index – amidst a pandemic and a recession, no less. And smaller investors are jumping on the bandwagon. Should you join the...
The lure of gold in troubled times Gold has in recent weeks become more interesting to investors. After a lengthy period during which an ounce of gold traded around US$1,500 per ounce, it notched up slightly after the March stock market meltdown, to around...