We were recently interviewed on the website, Investment Executive regarding what we call the five steps to a creating successful client partnerships. Click on this link to watch Five Steps to a Successful Client Partnership
Read More »We were recently interviewed on the website, Investment Executive regarding what we call the five steps to a creating successful client partnerships. Click on this link to watch Five Steps to a Successful Client Partnership
Read More »The managing partners of archerETF and its parent company, Bellwether Investment Managment Inc. are interviewed in The Canadian Business Journal. Click here to see the article
Read More »Growing up in Niagara, in the shadow of General Isaac Brock’s Monument, I learned of the War of 1812 and of how our troops bravely repelled the Yankee aggressors. What I did not learn was that the war and its aftermath would scar Canadian investors’ portfolios two hundred years later. Yet in the 21st [...]
Read More »BMO Long Corporate Bond ETF Ticker: ZLC / TSX More investors are shunning bonds and focussing on equities. Bonds are too expensive, they argue. We don’t disagree with them entirely. But for most investors, bonds offer a solid bulwark during times of tentative economic growth and volatile equity markets. Bond prices have enjoyed a 30 [...]
Read More »ISHARES S&P/TSX CAPPED ENERG Ticker: XEG / TSX Oil companies will likely beat expectations when they announce earnings over the next two weeks based on the recent strength in crude prices and refining margins. But even the positive surprises may not be enough to save their stock prices from being gored by a mad Spanish [...]
Read More »GUGGENHEIM SOLAR ETF Ticker: TAN / NYSE Pull up any ETF ticker on your favorite finance page and a wealth of information awaits you. Ever wonder about how accurate all of it is? If the answer is No, then today’s column is for you. Most of the information is beyond dispute. The price is the [...]
Read More »ISHARES GOLD TRUST Ticker: IAU / NYSE Stocks are rising. US home sales are recovering. The economy is rebounding. Maybe it’s time to hunker down and buy some gold. Generally, I am not a big fan of the precious metal. A subconscious reaction against my 22 karat Indian roots? Maybe. But, being a rational CFA, [...]
Read More »GUGGENHEIM CHINA SMALL CAP ETF Ticker: HAO / NYSE China is aging and as it leaves its youthful days of high-energy growth behind, the middle kingdom will settle into a more genteel, more comfortable middle-aged existence. The implications for investors are many and require [...]
Read More »SPDR DJIA TRUST Ticker: DIA / NYSE The Dow Jones Industrial Average just touched the 13,000 level this week after nearly four years. Where to from here? Well, the mountain is high. The valley is low. We think it will climb, but not without woe. The biggest woe is Greece. The indebted nation agreed a [...]
Read More »BMO COVERED CALL CANADIAN BA Ticker: ZWB / TSX The first covered call ETF hit the Canadian marketplace a year ago and was welcomed by income-seeking investors. Unfortunately, those investors are still seeking. When covered call ETFs arrived, their timing was perfect. Low bond yields and tumultuous equity markets had scuppered many a retirement plan. [...]
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