This Bout of Market Turmoil in Perspective!

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Bev Moir, Toronto Investment Advisor and Financial PlannerDon’t lose sleep if the recent volatility has you worried! Most strategists think the current bull market for equities is intact, it’s just taking a needed breather!

In speaking with clients over the past few weeks, many are understandably anxious as it takes a great deal of negative news to pull the markets down. To put it into perspective, I’ve reminded them of the two masks ...

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Why long-term investing is like marathon training!

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There are many similarities between the worlds of marathon training and long-term investing. Both require goal-setting, discipline, diversification, periodic re-balancing, and behavioural management.

With both, one must focus on your foundation and build a base when starting out. Do you have the appropriate mix of assets (e.g., fixed income and equities) to start your investment journey? Have you built up your endurance with shorter training runs before venturing out on those longer runs?

Bev Moir ...</p><a class= Continue Reading →

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Fill in the blanks of your investment wisdom

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News from globeandmail.com, Saturday, March 8, 2014, JOHN HEINZL
jheinzl@globeandmail.com

‘There are two times in a man’s life when he should not speculate,” Mark Twain said. “When he can’t afford it and when he can.”

There’s wisdom in Twain’s wit. Many people don’t understand the difference between speculating and investing. They get burned chasing quick profits on risky stocks, when buying and holding high-quality companies is actually a relatively safe way to build wealth.

Some of the most powerful investing ideas ...

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Tune up client portfolios

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Dean DiSpalatro, Advisor.ca
Your boomer clients are retiring, so they’re going to be spending the money in their portfolios.

Most clients need to stay invested—and do well—if they’re to meet retirement spending targets. But some can’t handle the risk needed to fund all their lifestyle goals.

You’ll be the one who delivers this news. Here are some strategies for making the message click.

The clients: Nediva and Jean-Pierre, 65

Investable assets: $1.2 million
Time horizon: 25 years

Essential spending: $60,000 per year
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Synopsis of Trends and Outlook for 2014

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We hope you had a wonderful holiday season with family and friends and we wish you a healthy, happy and prosperous 2014!

Our ScotiaMcLeod Portfolio Advisory Group has analyzed the macro trends and here is a synopsis of their top predictions for 2014!

The Big Picture
The trends of 2013 should continue in 2014 but the return expectations are much lower, with high single, possibly low double digit gains expected for the U.S. and Canadian markets.

We favour equities over fixed ...

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U.S. Fed monetary policy and its' impact on your investments

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The recent market volatility we’ve been experiencing over the past several weeks has led me to write this. We have had more than the usual number of calls and questions and we felt this might be helpful.

U.S. monetary policy related to the tapering of stimulus to the economy has been getting much media attention. It has resulted in more than usual market volatility and has led to an increase of approximately 1.0% in the U.S. 10 year Treasury and ...

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The Value of Financial Advice

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From the 2012 Directors’ Report to Shareholders, Power Corporation of Canada

Most people who invest know and appreciate the benefits of working with a financial advisor. In repeated surveys since 2006, the Investment Funds Institute of Canada has found approximately 85 per cent of mutual fund investors prefer to invest through an advisor, and rate highly their advisor’s support.

Research shows that Canadians who rely on advice to guide their financial decisions are wealthier, more confident and better prepared for the financial ...

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Dow Jones Industrial Average 1900-Present

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Dow Jones Industrial Average 1900-Present, Bev Moir Toronto Investment Advisor
Dow Jones Industrial Average 1900-Present, Log Scale Monthly

Providing over 100 years of stock market history, the above chart (click to enlarge) illustrates the amazing consistency of market ups – bull markets – and downs – consolidations and bear markets. Currently we’re in a period of consolidation that began in 2000 and likely will extend for a ...

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Video link of Scotia Capital Strategist Vincent Delisle's 2011 Outlook presentation

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On Monday, January 10, 2011, Scotia Capital Portfolio Strategist Vincent Delisle gave a special “Squawk Box” presentation of his outlook for 2011.

Attached is a video link that will allow you to view the full presentation.

After clicking on the link below, you will be requested to register by clicking the “Login” tab. Simply enter your email address and click on the grey “Login” tab again. The video will take some time to load before starting.

Video link of Scotia Capital ...

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Scotiabank found that the average Canadian plans to retire at age 61, with half planning to retire before 65, up from 43% in 2008.

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About 73% of Canadians in the Scotiabank survey said the recession hadn’t affected retirement plans. The number of Canadians who don’t fully plan to retire has dropped by half to 5% in 2009 from 10% in 2008, it found.

“To achieve their retirement goals, Canadian investors need to ensure they have a balanced portfolio,” said Beverley Moir, ScotiaMcLeod senior wealth advisor. “Many investors are sitting on the sidelines in cash, bonds or GICs, however the current historic low interest rates will ...

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