A Year in Review & Beyond – Navigating Curveballs and Embracing the Future

2023 was a year where several themes dominated the global economy – volatility, inflation, the rise of A.I.…and more.

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BMO ETF Portfolio Strategy Report Q1

BMO ETF PORTFOLIO STRATEGY REPORT (Q1 2024) All prices, returns and portfolio weights are as of market close on December 31st 2023 unless otherwise indicated.

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Understanding ETF Distributions

ETFs are a popular investment choice due to their ease of access, diversification and lower costs. But do you understand ETF distributions?

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The Revival of The Balanced Portfolio

In our latest blog post, Alfred Lee dives into the crucial role in building portfolios and the resurgence of the balanced portfolio.

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The Power of Low-Fee Core Bond ETFs in your Investment Portfolio

Bond ETFs are an interesting avenue for fixed income investors, especially for looking to achieve diversification, steady income & stability within their investment portfolios.

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Unlocking Wealth: Dividend ETF Investing

Dividend or income investing holds a special place in the hearts of many investors and it’s not surprising why.

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The True Liquidity of an ETF

"If a certain ETF doesn’t trade often, or has low trading volume, will I be able to sell the ETF when I need to?” The quick answer is yes you can!

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Covered Call Strategy vs. Traditional Income Investments

There are many ways to earn income from investments, but a covered call strategy creates a dual stream of income which can benefit many investors.

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BMO ETF Portfolio Strategy Report Q3

BMO ETF PORTFOLIO STRATEGY REPORT (Q3 2023) All prices, returns and portfolio weights are as of market close on June 30, 2023, unless otherwise indicated.

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Low Volatility Investing – Benefitting from Alternative Weighting

Many investors look to equities for the growth component of portfolios, but low volatility investing achieves similar benefits while mitigating inherent risk.

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