The advisor's job includes making sure a client's portfolio can fund future expenses
Why do markets reward investors for holding stocks that usually provide excess returns over low-quality ones?
Impressive returns over the past decade represent only the bull phase of the market cycle
Private investment funds often are marketed as a cure-all to low interest rates and equities market volatility
Reports of the death of momentum investing - and other factor-based strategies - have been greatly exaggerated
Demographic and economic structural changes have elevated longevity risk. Retirees are simply living longer
Factor premia represent the excess returns that are potentially available from exposure to certain factors
Recent lofty market gains have given investors unreasonable expectations for future portfolio performance
The potential in emerging markets outshines that of most Canadian indices. And ETFs make them cheaper to own
Studies on active share strategy's impact reveal no consensus