Equity markets continued to advance strongly in the first quarter of 2017 reaching new highs in many regions. Fixed income markets also bounced back after an unusually weak previous quarter – as we expressed in our last commentary, short-term declines in fixed income will eventually be recouped in the future... read more →
Apr
12
Mar
27
** Special to The Just Word Blog with content from Larry Bates, Consultant and Author ** Foreword from James Gauthier I had the opportunity to sit down and chat with Larry Bates not too long ago and learn about his approach to educating investors about the appalling amount of waste... read more →
Feb
16
As announced in our January 26, 2017 press release, Justwealth is expanding the number of Exchange Traded Funds (ETFs) used in our client portfolios. The relevant details of the press release are as follows: Justwealth today announced the introduction of three new Exchange Traded Funds (ETFs) into their lineup: The... read more →
Feb
07
** Special to The Just Word Blog from Jennifer Black, CFP, FMA, CIM, FCSI, DFS Private Wealth ** Most people are uncomfortable with the subject of death, and this makes it difficult to discuss and take the necessary steps required for proper estate planning. Unfortunately, not addressing the issue while... read more →
Jan
17
The “Trump Effect” had a profound impact on financial market returns in the fourth quarter, however the impact was quite different depending on the market segment. Big winners included the U.S. dollar and the U.S. equity market, while bonds declined globally as did emerging markets equity (due to Trump’s anti-trade... read more →
Nov
23
Most individuals are aware of the importance of investing – not everybody does it, but they know that it can be beneficial for their future. For those that are able and engaged in investing, a good percentage will invest their savings through their financial institution, a financial advisor or some... read more →
Nov
09
Love him or hate him, Donald Trump has been elected as the next President of the United States of America. This surprising outcome contradicts the pre-election polling results which showed Hillary Clinton as the favourite. This is the second high-profile failure of polling firms this year, given the Brexit surprise... read more →
Oct
14
The temperature was not the only thing that was hot this past summer as equity markets experienced sizzling returns around the world without any significant catalysts to explain the behaviour. The absence of any “bad news” might be the best explanation for the rise. Fixed income returns were also positive,... read more →
Sep
22
** Special to The Just Word Blog from Malcolm Burrows, Scotia Wealth Management ** Canada has the most generous tax incentives for charitable giving in the world, but the nature and extent are largely unknown to Canadians. Why does this paradox exist? There are practical issues that shape our understanding... read more →
Sep
06
The advent of the mutual fund was one of the greatest innovations in the field of finance. Mutual funds created a practical means for common folks to invest in the markets which used to be only accessible by the wealthy. The mechanics of how mutual funds operate have not changed... read more →