Sunil's Blog & Market Update

Like any investment decision, choosing to invest in a bond or bond fund requires careful consideration. How do you know which one to choose? What should you assess?

Most people have experience with interest rates, thanks to a credit card, personal loan or mortgage. But when it comes to bonds, the role of interest rates is often less well understood.

Duration quantifies the sensitivity of a bond or bond portfolio to changes in interest rates.

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Ah, spring. The snow recedes, the wind warms and positive change is the air

Many investors consider bonds as relatively stable investments offering regular income and understand that they are a form of debt used by companies and governments.

If there is one thing that makes bond investors nervous, it’s when interest rates rise. But rising rates aren’t always bad – there are several ways to navigate and benefit from rising rates.

Investors include bonds in their investment portfolios for a range of reasons including income generation, capital preservation, capital appreciation and as a hedge against economic slowdown.

A covered call ETF is an exchange-traded fund that holds a portfolio of stocks and earns income by selling call options on those stocks. These funds are often marketed as attractive because they can generate income, reduce volatility, and give investors exposure to covered call strategies without needing to execute trades themselves.

AI can be useful as a research and summary tool, but the idea that investors can delegate important financial decisions to it — at least in its current state — is misguided

While their investment characteristics mean they are often compared to mutual funds, segregated funds have their own unique tax attributes that are important to understand.

You have a goal in mind and you’ve started to save for it. With all the choices available to you, deciding how to invest your savings may seem difficult. Join this webinar to learn the basics of investing and things to think about as you get started.

You have a goal in mind and you’ve started to save for it. With all the choices available to you, deciding how to invest your savings may seem difficult. Join this webinar to learn the basics of investing and things to think about as you get started.

As markets react to the implementation of tariffs, bond yields have experienced significant volatility.

Bond ladders are a popular fixed-income strategy known for their ability to provide a steady income stream while managing interest-rate risk.

Within the financial industry, investment performance is often evaluated using calendar year returns.

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We all make mistakes even if we’d rather not. Are you worried about making a mistake with your investment and money?

As more and more corporates invest their retained earnings directly in various investment vehicles.

You have a goal in mind and you’ve started to save for it. With all the choices available to you, deciding how to invest your savings may seem difficult. Join this webinar to learn the basics of investing and things to think about as you get started.