Remember, pooled funds are required to transfer interest income, dividend income, and realized capital gains to the underlying unitholders for tax preparation.
Investing In China
2022-12-02, Jason Reed
Our cautious view on China means we have limited exposure going into a tough year for Chinese stocks.
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Demystifying Bonds
2022-09-27, Jason Reed
Bonds are usually the safer part of investor portfolios, but they are often misunderstood. So how do bonds work? In this article we attempt to demystify bonds.
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Slaying The Inflation Beast
2022-07-15, Jason Reed
With an overheating economy and rising prices, the BoC’s mission is clear: it must raise interest rates to reduce inflation without triggering a recession.
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Reducing Sequence Of Return Risk
2022-06-21, Jason Reed
Bad returns early in retirement can cause an investor’s capital base to erode such that withdrawals grow to an unsustainably high percentage of assets.
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A Guide To Pooled Fund Distributions
2021-11-24, Jason Reed
Pooling your capital with many investors is a cost-effective way to invest, but the tax rules can be confusing. Learn how it works.