Category Archives for "Mutual Funds"

July 11, 2012 – When to Buy

FINDING THE POINT OF MAXIMUM PESSIMISM It is hard to find anyone optimistic about the stock market anywhere these days. By “anywhere” I mean find an optimist anywhere who is optimistic about any stock market anywhere. What we do have are plenty of stock market warnings, downgrades, estimate reductions and general gloom along with girding […]

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June 22, 2012 – When to Sell

Over the years I have met many investors who have one major complaint “My advisor has never, ever told me to sell.” Many investors feel that, indeed, “sell” is not in their advisor’s vocabulary. Our industry is well known for preaching a buy and hold strategy. These days many investors feel that strategy should be […]

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May 10, 2012 – When are Mutual Funds Still Appropriate?

This article was prepared solely by Larry Short who is a registered representative of HollisWealth®, a division of Industrial Alliance Securities Inc. (iA Securities), a member of the Canadian Investor Protection Fund (CIPF) and the Investment Industry Regulatory Organization of Canada (IIROC).The views and opinions, including any recommendations, expressed in this article are those of […]

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April 10, 2012 – How Your Investment Advisor Gets Paid

In the last post I talked about mutual fund fees and how confused investors are about what they are being charged. The same goes for how their advisors are paid because many investors do not see an explicit fee charged to their account. In fact, as part of beginning to work with a new client, […]

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April 3, 2012 – How Much do Mutual Funds Really Cost?

Many investors are confused over how much their mutual funds cost and our industry does not do such a great job clarifying the issue. Let’s look at the larger mutual funds in Canada to see what fees are being charged. In a report prepared by James Gauthier of DundeeWealth, published on May11, 2011 the average […]

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