Archive for the ‘Investment Performance and Reporting’ Category

Just in case anyone had forgotten that stock markets can go down as well as up, we were shocked back to reality this week.  But the fact that the TSX was down 4.6% on the week and the S&P 500 was down 6.4% (-3.5% in Canadian dollar terms) was...

In a recent Globe & Mail article, I recommended two mutual funds focused on generating regular income. In the March issue of Investment Executive, I opine that the ETF industry is following in the footsteps of the larger and older mutual fund...

Every quarter (or month) wealth firms get in front of their clients in a highly visible and lasting way when they send out their client statements.  Unlike meetings, a client’s statement will be around for months or years.  The statement...