Patient investors were rewarded in the first quarter of 2019…..BIG TIME! The Canadian equity market was the top performing major index as the S&P/TSX Composite rose by 13.29% - its largest quarterly gain since 2009. In the United States, the S&P 500 also had a double-digit advance of 11.16%, while... read more →
Apr
12
Jan
16
Pessimism prevailed globally in the fourth quarter of 2018 as equity markets turned in one of the worst quarterly performances in 10 years! The selloff resulted in many major market indices turning in negative performance for the full year and leaving them firmly in correction territory. The U.S. equity market... read more →
Oct
15
Less than a month away from Halloween, the markets may have become spooked a bit early! Coming off what could be categorized as a “weak-ish” third quarter, selling pressure has persisted early into October. Recapping performance for the third quarter, bonds turned in the weakest performance with the FTSE TMX... read more →
Sep
12
Foreword from James Gauthier I’ve known Larry for a while now and share his passion for bringing justice to Canadian investors. His new book Beat the Bank highlights many of the problems Canadian investors face – often unknowingly – and the major sources of the problems: Old Bay Street. Many... read more →
Jul
23
Investors should be pleased with their returns for the second quarter of 2018. North American equities had a very strong quarter while bonds held steady and all 65 Justwealth portfolios experienced a positive return! Canadian equities posted the highest return as the S&P/TSX Composite rose 6.77%, followed by U.S. equities... read more →
May
04
** Special to The Just Word Blog from Lisa Kramer, University of Toronto ** Foreword from James Gauthier I absolutely admire Lisa Kramer’s work and value her contributions as an Advisory Board member of Justwealth. The field of behavioural finance helps to provide some perspective on why investors don’t act... read more →
Apr
11
As we closed out the first quarter of 2018, one fact became increasingly clear: when President Trump tweets, markets listen. The unconventional tact of the U.S. leader may seem a bit theatrical to some, distasteful to others, but there is no denying that markets around the world react swiftly and... read more →
Mar
29
When investors run out of contribution room in their tax-sheltered investment accounts such as RRSPs and TFSAs, they often continue investing in a non-registered account that does not have the same automatic benefit of avoiding or deferring taxes. Managing investments in a taxable portfolio then becomes a much more complicated... read more →
Mar
29
In Part I of examining the tax-inefficient practices of many investment providers, we focused on the tax-efficient structure of portfolios and how that could create savings for investors with non-registered investment accounts. In Part II, we’re shifting the focus to benefits that are applicable to specific individual investor circumstances, which... read more →
Jan
26
We are pleased to announce the addition of an industry-leading 64th portfolio into our robust lineup. The Justwealth Tax-Efficient Capital Preservation Portfolio was created based on overwhelming client demand and is designed to be a compelling alternative to Guaranteed Investment Certificates (GICs), term deposits or High-Interest Savings Accounts (HISAs). After... read more →