KWB Blog

The latest financial news and accounting tips from KWB.

Oct 20 2015
The Enlightened Investor: What is meant by “market return”?

The investment industry and media often refer to the “market” and the “market return”. Or that the market was up or down on the day and that a portfolio manager’s return outperformed or underperformed the market return. So what exactly do they mean and how does it relate to you? The market generally refers to […]

Sep 29 2015
The Enlightened Investor – Moving Small LIRA’s to Your RSP

When you have a job transition, you may transfer your pension plan savings to a locked-in-retirement account (LIRA). LIRA’s are similar to Retirement Savings Plans (RSP’s) but with more restrictions. Adding another investment account will also add extra administration to managing your retirement savings. Alberta pension legislation allows people age 50 or older to transfer […]

May 7 2015
The Enlightened Investor – Risk (ETF’s)

Investors often remark that the world economy has changed and that it’s more volatile than ever. They are less trusting of stock markets and they don’t want to take risk. I can’t say I blame them. I might ask though, if the world has changed, if it is more volatile, “how are you changing the […]

Sep 16 2014
The Enlightened Investor – A Game Plan

Do you make investment decisions according to what looks good at the moment? These purchases are often based on opinion and influenced by emotion. It can be exciting – much like buying lottery tickets. Clearly, following a predetermined, diversified, well-thought-out, long-term investment strategy is preferable. Here’s why. Dalbar’s study[1] of investor behavior shows how investor […]