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GETTING PERSONAL CANADA: Advisers Starting To Offer Rebates
GETTING PERSONAL CANADA: Advisers Starting To Offer Rebates
From: The Wall Street Journal
By Evelyn Juan
A DOW JONES NEWSWIRES COLUMN
"People need some kind of assurance that if there's no performance, maybe your adviser
shouldn't get paid," said Tony De Thomasis, a certified financial planner and portfolio
manager at De Thomas Financial Corp. in Thornhill, Ont.
Click Here to read full article.
Author: Jason De Thomasis
Posted March 27, 2012 @ 9:55pm
Avoid those who are ministers without portfolios - some recent B
Exactly one year ago this week (May 4, 2012), Luskin exhorted WSJ readers to dump equities because The 2013 Fiscal Cliff Could Crush Stocks. “Do the math on dividend taxes” he advised, warning that dividend yields would be lower, and stock prices would be considerably lower — “maybe by 30%.”
Um, no.
Over the ensuing year, we have seen a torrent of dividend increases. This was both in anticipation of, and since the...
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Posted May 8, 2013 @ 3:19pm
Stock market gains come from few top performers
There's an overwhelming body of evidence that demonstrates how difficult it is for active managers to outperform appropriate risk-adjusted benchmarks. We've discussed the reasons many times on this blog, but there's an often overlooked problem for active managers -- returns on individual stocks aren't normally distributed. In other words, the returns that drive overall stock market performance usually come from a handful of top performers.
For every Google or Apple, there are...
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Posted May 8, 2013 @ 1:57pm
Euro Zone - What to do now
Economists are being too alarmist when considering the fate of the Eurozone, says Mr. Benjamin Tal, the managing director of CIBC.
They’re not distinguishing between a recession and a collapse (depression see next page), which is stoking investors’ fears. Europe as a whole is currently in a recession, with Spain, Italy and France currently struggling. These countries, among others, desperately need to lower their...
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Posted May 17, 2012 @ 3:37pm
GETTING PERSONAL CANADA: Advisers Starting To Offer Rebates
GETTING PERSONAL CANADA: Advisers Starting To Offer Rebates
From: The Wall Street Journal
By Evelyn Juan
A DOW JONES NEWSWIRES COLUMN
"People need some kind of assurance that if there's no performance, maybe your adviser
shouldn't get paid," said Tony De Thomasis, a certified financial planner and portfolio
manager at De Thomas Financial Corp. in Thornhill,...
Read More/Post Comment (5)
Posted March 27, 2012 @ 9:55pm
INVESTMENT PERFORMANCE GUARANTEE
De Thomas Financial Corp is convinced that its Canadian Great Advisors Portfolios (CGAP) will outperform their peers—and now they’re standing behind that conviction. The firm has announced what it believes to be the first investment guarantee of
its kind in Canada: outperformance or you don’t pay.
click here for full article
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Posted March 23, 2012 @ 5:19pm
Year of the Yo-Yo
In 2011, the S. & P. 500 finished the year where it started. (To be precise, it fell 0.003 per cent.) But it was anything but a placid year in the stock market. Instead, there was extraordinary tumult throughout 2011, with a series of sharp rallies and brutal selloffs, the biggest of which sent the market down seventeen per cent in a couple of weeks. Even on a daily basis, stocks were startlingly volatile: the Dow Jones Industrial Average moved more than a hundred...
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Posted January 23, 2012 @ 6:53pm
Three behaviors that can affect your investment performance
Investors who are believers in the so-called efficient market hypothesis were shaken up yet again when the markets didn’t factor in all available information during the heady days of subprime lending. Indeed, they have had to cede some ground to behavioral economists who point to the role of bias in financial decisions.
The efficient market hypothesis essentially says that investors cannot beat the markets over time since stock prices are based on all available information. The...
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Posted January 3, 2012 @ 5:04pm
Why ‘I Don’t Know’ Is Often Your Best Money Answer
December 19, 2011, 1:00 pm By CARL RICHARDS. source: The New York TIMES
Of all the phrases in the financial planning world, “I don’t know” may well be the most powerful.
There are other phrases like “it depends” that are similar, but underlying them all is the fact that we are trying to make...
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Posted December 21, 2011 @ 10:13pm
Five things Wall Street doesn’t want you to know
Dec 10, 2011 – 9:00 AM ET | Last Updated: Dec 12, 2011 11:27 AM ET
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Posted December 12, 2011 @ 11:11pm
Can the Pros Time the Market?
Posted by Dan Bortolotti at mail@canadiancouchpotato.com.
November 28, 2011
I never meant to make you cry
And though I know I shouldn’t call
It just reminds us of the cost
Of everything we’ve lost
Bad timing, that’s all
– Bad Timing, Blue Rodeo
One of the...
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Posted November 28, 2011 @ 5:28pm