Investing

Bull vs Bear Markets (1924-2008)

by Bev Moir on September 10, 2008

Jittery markets can upset even the most confident investors. This year’s extreme volatility has been a case in point. We know that a long-term, focused strategy is the best protection against a difficult market cycle. The chart below produced by Russell Investments illustrates the importance of maintaining a long-term perspective during this time of market [...]

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The Costs of Bailing Out of the Markets

by Bev Moir on June 24, 2008

The up and down markets that we have experienced so far this year have made many investors jittery. The attached article produced by Russell Investments Canada provides historical evidence of the gains investors would have missed during the most volatile periods in the markets if they bailed out of their investments. Also in the article, [...]

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BCE Update

by Bev Moir on June 21, 2008

Produced by the Scotia McLeod Portfolio Advisory Group On Friday June 20th following market close the Supreme Court of Canada issued a judgment in favour of BCE which affirmed the original Quebec Superior Court judgment by Judge Silcoff for the Plan of Arrangement which would see BCE (BCE) acquired by a consortium of investors led [...]

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What to Do Right Now

by Bev Moir on May 5, 2008

In volatile markets and when investment portfolio returns are lower, it’s not uncommon for investors to question the wisdom of past investment choices. Some investors might be tempted to pull out of long-term strategies or to invest too conservatively by shifting their portfolio towards guaranteed products such as GIC’s. While there is a place for [...]

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Emotional Investing

by Bev Moir on February 21, 2008

“To invest successfully over a lifetime does not require a stratospheric IQ, unusual business insight, or inside information. What is needed is a sound intellectual framework for making decisions and the ability to keep emotions from corroding that framework.” Warren Buffett, CEO Berkshire Hathaway Emotional Investing from TD Mutual Funds (pdf-48kb) Contrary to sound investing [...]

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2007 Year-End Tax Tips

by Bev Moir on December 11, 2007

The end of another year is once again upon us. And while tax planning is a year-round activity as part of the financial planning process, now’s the time to pay special attention to various tax issues before it’s too late. To that end, this issue of Year-End Tax Tips briefly outlines some of the more [...]

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TORONTO, November 5, 2007 – Scotiabank today launched the first video podcasts designed not only to better educate Canadian investors, but also to demonstrate how getting second opinions on their portfolios may generate positive returns. The first video podcast – featuring Fred Ketchen, Director of Equity Trading, ScotiaMcLeod and Bev Moir, Senior Investment Executive, ScotiaMcLeod [...]

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October is Investor Education Month

by Bev Moir on October 23, 2006

Q. My employer is hosting workplace seminars for investor education month. I work with an advisor whom I trust. Is it worth it for me to attend? What are some education resources for investors? – Carla T. A. The goal of investor education is to arm Canadians with the knowledge to make informed financial decisions. [...]

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Timing the Markets – Does it Work?

by Bev Moir on October 2, 2006

Q. As a long time investor I have noticed that September and October are traditionally volatile months for our stock markets, for the past couple of years I have chosen to remain on the sidelines during this time. Primarily I hold off making investments or liquidate equities to hold cash or other similar secure investments. [...]

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Taking a Long-term View

by Bev Moir on June 26, 2006

Q. Last week, in discussing the current market conditions, I recommended raising cash to have it available for buying opportunities in the stock markets around the world. Subsequently, I’ve had clients and readers ask what they should be buying and when the right time might be to jump back into these markets, especially as it [...]

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