globeandmail.com

Breaking News

globeandmail.com
Reuters


Today's Globe
Education Centre


 
Investing & Markets

Keith Damsell
Dave Ebner
Angela Barnes
Peter Kennedy
Allan Robinson
Avner Mandelman


Personal Finance

Rob Carrick
Tim Cestnick
Tony Martin
Andrew Allentuck


Financial Services

Andrew Willis
Richard Blackwell
Karen Howlett
Paul Waldie
Derek DeCloet


Economy & Industry

Eric Reguly
Patricia Best
Richard Bloom
Brent Jang
Elizabeth Church
Barrie McKenna
John Partridge
Deborah Yedlin
Mathew Ingram

-
 


  Why rising rates haven't hurt housing
ROB CARRICK  

Thursday, September 09, 2010

rcarrick@globeandmail.comSo much for the housing market being crushed by rising interest rates.The Bank of Canada cranked up its trendsetting overnight rate for the third time in four months on Wednesday and the impact will be felt by a wide range of borrowers. But home buyers? Not so much.
FULL STORY


An RESP can educate your kids in more ways than one
ROB CARRICK  

Tuesday, September 07, 2010

rcarrick@globeandmail.comParental anxiety plays a big part in the annual back-to-school spending extravaganza.Anxiety about whether our kids have the best we can give them as they head back to the classroom or away a post-secondary education.
FULL STORY


It's a big world - you should own a piece of it
ROB CARRICK  

Saturday, September 04, 2010

rcarrick@globeandmail.comIt's back to business for global equity funds in 2010, which is to say they're losing money again.Mackenzie Cundill Value C, the largest fund in the category, lost 4 per cent for the year to Sept. 1. Mackenzie Ivy Foreign Equity, as conservative as they come, was down 1.9 per cent. Templeton Growth, one of oldest funds in the business, was down 6.7 per cent.
FULL STORY


A Tiger with pinstripes
ROB CARRICK  

Thursday, September 02, 2010

rcarrick@globeandmail.comYou may never be a member of an exclusive investment club for the wealthy called TIGER 21, but you can still benefit from its expertise.The Investment Group for Enhanced Results in the 21st Century has about 140 members in the United States and expects to sign up more than 50 Canadians by next year. Membership requirements include at least $10-million (U.S.) in investable assets and a willingness to pay $30,000 a year in membership fees.
FULL STORY


Huddling for safety comes with a price
ROB CARRICK  

Saturday, August 28, 2010

There has never been a worse time to own balanced funds, and yet nothing is more popular in the mutual fund world right now.Oh, those thickheaded investors? No way. Balanced funds make sense for nervous types, even if they too often demonstrate the fund industry at its most exploitative.
FULL STORY


Storing your financial data the safe way
ROB CARRICK  

Thursday, August 26, 2010

rcarrick@globeandmail.comYour head is a terrible place to store all your family's important financial information.How are your spouse and kids supposed to find all your bank and investment accounts and insurance policies if you're laid up by a serious illness or worse? Account numbers, passwords and user names, due dates for payments of this and that. It's all vital information that could be inaccessible to your family if you're incapacitated or, let's get real, dead.
FULL STORY


It's pretty tough to be underweight in financials
ROB CARRICK  

Wednesday, August 25, 2010

rcarrick@globeandmail.comYou're richer than you think - in financial stocks, anyway.Financials permeate the global stock indexes to a surprising extent, which means they're probably a major factor in your portfolio, too. Thinking of adding some financial stocks or sector funds to your mix? You probably don't need to and, in fact, you could end up overdosing.
FULL STORY


How to reduce the risk of bad stock choices
ROB CARRICK  

Saturday, August 21, 2010

rcarrick@globeandmail.comChoosing from among the three Canadian-market dividend ETFs traded on the Toronto Stock Exchange is faster, easier and safer than picking individual dividend stocks.But don't get the idea that any dividend-focused, exchange-traded fund will do. Each of the three choices has unique characteristics that make them good for some portfolios and not so good for others. Ready to dig down into the three to find out which is right for you?
FULL STORY


Reasons to keep your adviser on speed-dial
ROB CARRICK  

Friday, August 20, 2010

rcarrick@globeandmail.comWhat we're looking atAll week, we've been focusing on high-achieving funds that have delivered consistently good returns. And now for something completely different. Here, we've gathered a collection of funds with consistently disappointing results.
FULL STORY


Many funds, one admirable trait: consistency
ROB CARRICK  

Thursday, August 19, 2010

rcarrick@globeandmail.comWhat we're looking atAn all-star team of widely available funds in all categories, as defined by their consistency in the short and long term.
FULL STORY


Gone fishing ... for top performing bond funds
ROB CARRICK  

Wednesday, August 18, 2010

rcarrick@globeandmail.comWhat we're looking atAn all-star team of Canadian bond funds, which have been a popular choice for investors during the recent financial market ups and downs.
FULL STORY


ING jumps into no-fee chequing fray
ROB CARRICK  

Wednesday, August 18, 2010

rcarrick@globeandmail.comNo-fee chequing accounts are the great idea that just won't click in Canada.Truth is, they haven't worked out great for banks or consumers in the U.S. market, either. And yet, online bank ING Direct will introduce a new chequing account Wednesday that charges no monthly fee, period.
FULL STORY


The cream of money market funds
ROB CARRICK  

Tuesday, August 17, 2010

rcarrick@globeandmail.comWhat we're looking atAlthough they pay next to nothing these days as a result of low interest rates, money market funds remain a popular parking spot for cash. Here, we zero in on money market funds with high upfront investment requirements. What's so special about these funds? Extra low fees, and higher than average returns.
FULL STORY


Don't be distracted by high dividend yields
ROB CARRICK  

Saturday, August 14, 2010

rcarrick@globeandmail.comRemember Manitoba Telecom Services the next time you hear about the magic of dividends.Last quarter, MTS shareholders received 65 cents in cash for each share they owned. Next quarter, after the company chops its payout by 35 per cent, they'll get 42.5 cents. There's no telling what MTS shares will be worth then, but they were down 8.5 per cent the day following the announcement of the dividend cut.
FULL STORY


CPP's strategy offers pointers on playing it safe
ROB CARRICK  

Thursday, August 12, 2010

rcarrick@globeandmail.comOne of the smartest, steadiest investing teams around lost $1.7-billion in the quarter ended June 30.It was actually a pretty good quarter for the Canada Pension Plan Investment Board, which looks after about $130-billion in CPP assets. While the SandP/TSX composite index fell 6.2 per cent in the quarter and the SandP 500 index fell 11.9 per cent, CPPIB lost just 1.3 per cent.
FULL STORY


A 'permanent' solution to your investment worries
ROB CARRICK  

Saturday, July 24, 2010

rcarrick@globeandmail.comThe stock market despair of 2008 gave way to the euphoria of 2009, which in turn led to the uncertainty of 2010. God knows what 2011 will bring to investors.
FULL STORY


Canadians back away from borrowing
ROB CARRICK  

Wednesday, July 21, 2010

rcarrick@globeandmail.comOwe Canada. It's not our anthem any more.Crazy borrowings on lines of credit? History. The gotta-buy-now housing market? Toast. Credit card debt? Slowing down, too.
FULL STORY


IShares not as transparent as they were
ROB CARRICK  

Tuesday, July 20, 2010

rcarrick@globeandmail.comThe change in ownership of the iShares family of ETFs may turn out to be a good or at least neutral thing for investors, but right now there's room for doubt.
FULL STORY


Low fees, high returns: These funds deliver both
ROB CARRICK  

Saturday, July 17, 2010

rcarrick@globeandmail.comThe cheapness of some mutual fund companies! They spend little or nothing on marketing, and what happens? Some rather excellent low-fee mutual funds go unnoticed by many investors.
FULL STORY


Banks, baubles and a battle for your money
ROB CARRICK  

Tuesday, July 13, 2010

rcarrick@globeandmail.comCan you be bribed?The big banks think so. They're offering cash - up to $250 - as well as reward points to get people to switch their chequing accounts, credit cards and mortgages.
FULL STORY


One way to fight the bear market
ROB CARRICK  

Saturday, July 10, 2010

rcarrick@globeandmail.comOwn bonds, collect dividends and stop watching the stock market's daily drama.Looking for more help to get through what could be troubled times ahead for financial markets? One option is a managed futures fund, an advanced portfolio-building tool that worked like a charm in 2008 but can also turn on you in a big way. Some portfolio managers won't touch them for that reason.
FULL STORY


Triple-digit drop leaves TSX at low for year
ROB CARRICK  

Tuesday, July 06, 2010

The stock market's summer slump has taken the benchmark Canadian index to a low point for 2010.The SandP/TSX composite index fell 103.56 points to 11,092.50 on Monday. The 0.92-per-cent drop was the latest setback in a decline that saw the index fall about 4 per cent last week.
FULL STORY


Do-it-yourself ETF research
ROB CARRICK  

Tuesday, July 06, 2010

rcarrick@globeandmail.comRemember the Titans.That would be the BMO Dow Jones Canada Titans 60 Index ETF we're talking about here, not the Denzel Washington movie. With more than 170 exchange-traded funds to choose from in the Canadian market, you could easily miss a small newcomer like this BMO product.
FULL STORY


A rare expertise with bond funds
ROB CARRICK  

Friday, July 02, 2010

rcarrick@globeandmail.comWhat we're looking atThis week's Cruncher series focuses on the largest fund families in Canada. How good are their most popular funds? Here, we look at TD Asset Management, the fund arm of Toronto-Dominion Bank.
FULL STORY


A story of consistently strong returns
ROB CARRICK  

Thursday, July 01, 2010

rcarrick@globeandmail.comWhat we're looking atThis week's Cruncher series focuses on the largest fund families in Canada. How good are their most popular funds? Today we look at CI Investments.
FULL STORY

In The News
 
Mutual Fund News
Mutual Funds: A Special Investigation
Mergers & Acquisitions
Income Trusts
Streetwise Insight
Economic Insight
Analysts and Investment Banking
 
Education Centre
 
Home Page 
Investment Strategies 
Tax Zone
Financial Planning
Estate and Insurance 
Financial Courses 
Canadian MoneySaver
Mutual Fund Insight
The Wise Investor 
Value Investing Guide 
Resources
 
Newswires
 
Canada NewsWire
CCN Matthews
Filing Services Canada
GlobeNewsWire
PR Newswire
Search the News
  Symbol*

 
Keyword(s)
  Industry* 

Source 
 The Globe and Mail
 Reuters
 Canadian Newswires
 U.S. Newswires
* Can only be used when searching The Globe and Mail and Newswires.