Investments

An equity shortfall on way?

The McKinsey Global Institute found as aging investors move to balanced portfolios, few will own equities.

By Staff |September 12, 2012

1 min read

Set realistic return expectations

I often ask prospects what levels of return they want. This is a simple test to see if they have achievable expectations.

By Jason M. Pereira |September 11, 2012

3 min read

BlackRock announces ETF fee cuts

In order to remain competitive with firms such as Vanguard, BlackRock has confirmed it will cut its ETF fees in the fourth quarter 2012, reports Chris Flood of the Financial Times. Read: BlackRock Canada launches U.S. equity fund However, the company will not cut charges across its entire iShares ETF range. Instead, it will reduce […]

By Staff |September 11, 2012

1 min read

Persuade boomers to buy equities

Interest rates are low, the stock market is volatile, and inflation is strong. As a result, boomers face many threats when it comes to their investments.

By Melissa Shin |September 10, 2012

3 min read