Archives - Managed Money Reporter

Archives of the Managed Money Reporter (formerly the Mutual Fund Reporter) are listed, below, chronologically. Visit the back issues to see commentaries from previous years, some going back to 1993. Looking for a particular topic? Try our search page.

Current Issue


August 2017, Issue 300 – 300th Issue of the Managed Money Reporter

Back Issues

2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | pre-1999

2017

August 2017, Issue 300 – 300th Issue of the Managed Money Reporter

May/June 2017, Issue 299 – What is One Dollar Worth?

March/April 2017, Issue 298 – Are you happier after you retire?

January/February 2017, Issue 297 – RRSP, TFSA and RESP contribution time

TOP

2016

November/December 2016, Issue 296 – Season's Greetings

September/October 2016, Issue 295 – Market update

July/August 2016, Issue 294 – Summer Loving

May/June 2016, Issue 293 – New Mutual Fund "Point Of Sale" (POS3) Process

March/April 2016, Issue 292 – 2016 Federal Budget Update

February 2016, Issue 291 – RRSPs, Taxes, Market Updates & Pensions

January 2016, Issue 290 – 2015 Review and 2016 Investment Strategy

TOP

2015

December 2015, Issue 289 – Season's Greetings

November 2015, Issue 288 – Scotia Wealth Management - Special Rebranding Issue

September/October 2015, Issue 287 – Market Volatility Update

July/August 2015, Issue 286 – Summer Reading - Mid-year market commentary

May/June 2015, Issue 285 – TFSAs and other budget news

March/April 2015, Issue 284 – 2014 Tax Wrap Up

January/February 2015, Issue 283 – Topping up for 2015 - RRSP, TFSA and RESP

TOP

2014

November/December 2014, Issue 282 – Season's Greetings

September/October 2014, Issue 281 – Charitable Giving, Fees & More

May/June 2014, Issue 280 – The Pension Issue

March/April 2014, Issue 279 – The Great Big Tax Issue

January/February 2014, Issue 278 – Canada is a Great Place to Retire!

TOP

2013

November/December 2013, Issue 277 – All the best for 2014!

September/October 2013, Issue 276 – 5 Years after the Financial Crisis

July/August 2013, Issue 275 – Back to School

May/June 2013, Issue 274 – Market and recommended list update

March/April 2013, Issue 273 – Budget 2013

January/February 2013, Issue 272 – Contribution time again

2012

November/December 2012, Issue 271 – ETF Update

Sep/Oct 2012, Issue 270 – Preaching to the converted

May/June 2012, Issue 269 – Groundhog Day Again

March/April 2012, Issue 268 – Make the next 5 years count

January/February 2012, Issue 267 – Welcome to the year of the Dragon - Out like a Rabbit, in like a Dragon

TOP

2011

November/December 2011, Issue 266 – Fundamental Indexing: A sensible approach to passive investing?

September/October 2011, Issue 265 – Must markets fall in the fall?

July/August 2011, Issue 264 – Summer Issue

May/June 2011, Issue 263 – Q1 Recap

March/April 2011, Issue 262 – Budget Watch

January/February 2011, Issue 261 – RRSP Season Edition 2011

TOP

2010

December 2010, Issue 260 – Happy Holidays and All the Best for 2011

November 2010, Issue 259 – Annuities for Certainty and Tax-efficiency

September 2010, Issue 258 – Back to school RESP edition

June 2010, Issue 257 – Market Review

March/April 2010, Issue 256 – Budget Update

January/February 2010, Issue 255 – Special (RRSP) Contribution Season Edition

TOP

2009

November/December 2009, Issue 254 – Year End Review

September/October 2009, Issue 253 – How much do you need to retire?

July/August 2009, Issue 252 – Trading anything too often is bad for you

May/June 2009, Issue 251 – Two Months of Strong Market Rebounds

March/April 2009, Issue 250 – The Long, Painful Decline

January/February 2009, Issue 249 – Special RRSP Edition

TOP

2008

December 2008, Issue 248 – 2008: The year in review

October/November 2008, Issue 247 – Market Update

September 2008, Issue 246 – Market Volatility & Back to School Edition

July/August 2008, Issue 245 – Looking Back 10 Years

May/June 2008, Issue 244 – Market Update

March/April 2008, Issue 243 – 2008 Budget News & Tax Tim

January 2008, Issue 242 – Market Update & RRSP Edition

TOP

2007

November/December 2007, Issue 241 – 20 Years of the Mutual Fund Reporter

September/October 2007, Issue 240 – Canadian Dollar Hits Par!

July/August 2007, Issue 239 – Market Volatility Rears Its Head

June 2007, Issue 238 – Carl Visits Fort McMurray

May 2007, Issue 237 – Scotia Hires New Fund Manager

March/April 2007, Issue 236 – 2007 Budget Update

February 2007, Issue 235 – A Real (Estate) Fixer Upper…

January 2007, Issue 234 – Biggest RRSP Issue Ever!

TOP

2006

December 2006, Issue 233 – Manulife GIF Select with IncomePlus

November 2006, Issue 232 – For Those About to Retire ...

October 2006, Issue 231 – Investing and Altruism

September 2006, Issue 230 – Tax-efficient Systematic Withdrawal Plans (T-SWPs)

August 2006, Issue 229 – Back to school

June 2006, Issue 228 – Market Volatility

May 2006, Issue 227 – A personal investment BLOG?

March 2006, Issue 226 – RESPs More Important Than Ever

February 2006, Issue 225 – Last Minute RRSP Reminders

January 2006, Issue 224 – RRSP Special Issue

TOP

2005

December 2005, Issue 223 – Seasons Greetings

November 2005, Issue 222 – Lifecycle funds

October 2005, Issue 221 – October is over

September 2005, Issue 220 - The Cheque is in the Mail

July/August 2005, Issue 219 - Summer Reading

June 2005, Issue 218 - Income for Life

May 2005, Issue 217 - Investor Psychology

April 2005, Issue 216 - Why Diversify?

March 2005, Issue 215 - Mutual Fund Reporter Named One of Canada's Best

February 2005, Issue 214 - Federal Budget Update

January 2005, Issue 213 - Your 2005 RRSP Contribution: What to do?

TOP

2004

December 2004, Issue 212 - Seasons Greetings, Fund Settlements, Etc.

November 2004, Issue 211 - Market Commentary

October 2004, Issue 210 - International Funds & the C$

September 2004, Issue 209 - Funds Investigated - What does it mean?

July/August 2004, Issue 208 - Summer Reading & Viewing Issue

June 2004, Issue 207 - The Funds Issue

May 2004, Issue 206 - The Investment Process

April 2004, Issue 205 - Tax Issue

March 2004, Issue 204 - Pensions - Fact or Fiction?

February 2004, Issue 203 - Last Minute RRSP Thoughts

January 2004, Issue 202 - RRSP Issue

TOP

2003

December 2003, Issue 201 - Season's Greetings

November 2003, Issue 200 - Year-end Tax Planning

October 2003, Issue 199 - RESPs & Foreign Funds

September 2003, Issue 198 - Markets Trend Up

July/August 2003, Issue 197 - Summer Reading

June 2003, Issue 196 - RRSP Top-ups, Bank Yields

May 2003, Issue 195 - Markets Rebound

April 2003, Issue 194 - Segregated Funds

March 2003, Issue 193 - Special Tax Issue

February 2003, Issue 192 - Final RRSP Reminder

January 2003, Issue 191 - RRSP Special Issue

TOP

2002

December 2002, Issue 190 - Season's Greetings 

November 2002, Issue 189 - Tax Strategies for Non-RRSP Accounts

October 2002, Issue 188 - Monitoring Your Fund Holdings

September 2002, Issue 187 - Back to School - RESP Time

August 2002, Issue 186 - The Death of Equities?

July 2002, Issue 185 - Reflections as the Bear Growls

June 2002, Issue 184 - Transitioning Your Investments for Retirement - Part 2

May 2002, Issue 183 - Transitioning Your Investments for Retirement

April 2002, Issue 182 - More Fund News than Ever

March 2002, Issue 181     HTML or PDF (59k)

February 2002, Issue 180     HTML or PDF (170k)

January 2002, Issue 179     HTML or PDF (70k)

TOP

2001

December 2001, Issue 178     HTML or PDF (58k) 

November 2001, Issue 177     HTML or PDF (69k)

October 2001, Issue 176     HTML or PDF (54k)

September 2001, Issue 175     HTML or PDF (51k)

August 2001, Issue 174     HTML or PDF (51k)

July 2001, Issue 173     HTML or PDF (59k)

June 2001, Issue 172     HTML or PDF (53k)

May 2001, Issue 171     HTML or PDF (103k)

April 2001, Issue 170     HTML or PDF (51k)

March 2001, Issue 169     HTML or PDF (48k)

February 2001, Issue 168     HTML or PDF (54k)

January 2001, Issue 167     HTML or PDF (54k)

TOP

2000

December 2000, Issue 166     HTML or PDF (40k)

November 2000, Issue 165     HTML or PDF (55k)

October 2000, Issue 164     HTML or PDF (66k)

September 2000, Issue 163     HTML or PDF (45k)

August 2000, Issue 162     HTML or PDF (49k)

July 2000, Issue 161     HTML or PDF (49k)

June 2000, Issue 160     HTML or PDF (154k)

May 2000, Issue 159     HTML or PDF (68k)

April 2000, Issue 158     HTML or PDF (44k)

March 2000, Issue 157     HTML or PDF (74k)

February 2000, Issue 156     HTML or PDF (99k)

January 2000, Issue 155     HTML, PDF (58k)

TOP

1999

December 1999, Issue 154     HTML Version or PDF Version (58k)

November 1999, Issue 153     HTML Version or PDF Version (59k)

October 1999, Issue 152     HTML Version or PDF Version (59k)

  • How and Why You Should Diversify Your Portfolio
  • Updating Beneficiaries
  • Scotiabank Funds Transfer
  • Addressing Y2K concerns
  • Fund News

September 1999, Issue 151     HTML Version or PDF Version (68k)

  • The New Wave in Mutual Funds: Breaking the 20% Foreign Content Barrier
  • AIC Advantage Recommendation
  • Other Fund News

August 1999, Issue 150     HTML Version or PDF Version (47k)

  • Demutualization of Canadian Life Insurance Companies: Implications for the Policyholders
  • Labour-sponsored Funds

July 1999, Issue 149     HTML Version or PDF Version (59k)

  • The Use of Benchmarks
  • Foreign Content Solution
  • Fund News

June 1999, Issue 148     HTML Version or PDF Version (73k)

  • Your Mortgage vs. Your RRSP - Investing In Your Future
  • Team Changes
  • Fund News

May 1999, Issue 147     HTML Version or PDF Version (52k)

  • Insurance Products Update - Universal Life Insurance
  • Segregated Funds

April 1999, Issue 146     HTML Version or PDF Version (96k)

  • Investment and Taxation
  • LSIF Tax Credits
  • Attention All 'Parkers'

March 1999, Issue 145     HTML Version

  • Are You Planning to be Wealthy?
  • Pension Adjustment Reversal
  • Fund News

February 1999, Issue 144     HTML Version

  • Making this Year's RRSP Investment
  • Year 2000: Preparing for the Future
  • Fund News

January 1999, Issue 143     HTML Version

  • How Interest Rates and Inflation Affect Investments
  • New TSE60 Index
  • Fund News

TOP

Pre-1999

Issue 142, December 1998
LSIF Revisited, Manulife GIF Evolves, Mutual Fund Dividends, Fund News

Issue 141, November 1998
Does the Foreign Property Rule Affect Me?, Fund News

Issue 140, October 1998 - HTML - PDF
Market Update - Recommended List Outperforms TSE, RESPs, Fund News

Issue 139, September 1998 - HTML - PDF
Is There Life Beyond Mutual Funds? - Delegating Decisions, Fund News, Reminder to Gif Investors

Issue 138, August 1998 - HTML - PDF
A View from the Trenches - The Fund Managers Speak, Fund News

Issue 137, June 1998 - HTML - PDF
Universal Life - An effective solution for a variety of problems, Extended Hours, Recent Fund News

Issue 136, May 1998 - HTML - PDF
Client Survey Results, Criteria for our Recommended Funds, Fund News, Quicken98 Winners

Issue 135, April 1998
What Is Driving These Markets? - Boomers are Back, RESP Rules Change - Worth Looking At, New Investment Options

Issue 134, March 1998
Patience, Patience - A Long-term Example, RRSP Deadline Extended for Ice Storm Victims, Client Survey

Issue 133, February 1998
The Last Minute RRSP Rush: Where to Invest, Investment Options, Recommended Funds, Follow the Manager, Guaranteed Growth Funds, RRSP Loans at Prime; Guaranteed Rates with Coupons

Issue 132, January 1998
Market Outlook, Guaranteed Growth Funds, AIC Advantage Fund Reopens, Bisset, Sceptre Funds Now Available, Recommended Funds, Trimark Performance Scrutiny, RRSP Loans at Prime, Get Great Guaranteed Rates using Coupons

Issue 131, December 1997
The Year in Review, What To Do This Year?, Ask Us!, Extra Staff to Serve You, C.I. Introduces Segregated Funds

Issue 130, November 1997
GICs With Guts, Fee Elimination, Quicken Update, LSIFs Tax Savings & Insurance Info

Issue 129, October 1997
How Long is Long Term?, Not Talking About Money Has Its Price

Issue 128, September 1997
Let ScotiaMcLeod Handle All Of Your Investment & Life Insurance Needs

Issue 127, August 1997
Market Commentary, GS Small Cap Fund Re-opens, Improved Statements, Congratulations to our Team & How to get an extra 2% on Guaranteed investments

Issue 126, July 1997
Top Manager Moves Firms - Creates New Funds, Buy A Term Certain And Invest The Difference

Issue 125, June 1997
The "Easy Way" To Save For Your RRSP, How to Get Guaranteed Rates Using Coupons

Issue 124, May 1997
Better Rates, Improved Statements and How to Protect Your RSP/RIF from Revenue Canada, Estate Planning

Issue 123, April 1997
The Long Term Perspective

Issue 122, March 1997
Growth Funds with the Principal Guaranteed!

Issue 121, February 1997
RSP Deadline - March 1st. Don't Delay!

Issue 120, January 1997
Your RSP Contribution And Where To Make It!, Estate Planning Specialist On Board!

Issue 119, December 1996
Seasons Greetings and Happy New Year - Our Financial Future Looks Promising!!

Issue 118, November 1996
Cut an Extra $1,050 from Your Taxes with LSIFs!!!

Issue 117, October 1996
Scotia Leaders Program

Issue 116, September 1996
AGF & 20/20 Request Vote From Unit Holders, AIC Caps Old Fund & Starts New One

Issue 115, August 1996
New Pacific Special Equity Fund, More Canadians Buying Mutual Funds, Market Commentary

Issue 114, July 1996
G.T. Global Conquers the World of Telecommunications

Issue 113, June 1996
Trimark launches Discovery Fund, Working Ventures On Hold for One Year, Dynamic & 20/20 Change Fund Names

Issue 112, May 1996
BPI Small-Cap Fund A Winner, Portfolio Manager Conference Call, Estate Planning Seminar

Issue 90, June 1994
Market Comment, New Offices, Congratulations MFR Staff, Stripped Bonds

Issue 81, September 1993
New International Funds, New MFR Staff, Improved Statements

Issue 70, October 1992
5 Year Review Since Oct 87 Crash, Stripped Bonds

Issue 69, September 1992
What To Do About Low Interest Rates, Dynamic Dividend Fund, Limited Partnerships

 



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