PIE Funds and Portfolios

A unique portfolio service, giving you access to a wide variety of diversified, tax-efficient, index-based strategies

Click here to visit www.piefunds.ca

 
Engineering custom asset management solutions

R. N. Croft Financial Group Inc. is a boutique portfolio management company, providing fully customized discretionary asset management to discriminating investors.

Our investment approach combines low cost tax-efficient indexed investment strategies, with targeted active management, and sophisticated options techniques to maximize client returns at any risk level.

Our portfolio processes are unique, flexible and comprehensive.  More ...

 
ECONOMIC OUTLOOK & MARKET FORECAST 2010
"The year of recovery”
Arnold Schwarzenegger, the governor of California, is these days no longer seen chomping on oversize cigars or jumping out of those oversize vehicles called Hummers. That’s because a) California is bankrupt (again), b) cigars, being associated with “fat cat” bankers, are politically incorrect, and c) Hummer, a brand of “civilianized” military vehicles that General Motors Corp. acquired in 1999, has been purchased by Tengzhong Heavy Industrial Machinery Co., a Chinese company. In a way, however, poor Arnie’s travails encapsulate the economic outlook for the entire industrialized world for 2010: governments’ extreme fiscal problems; a not-yet-recovered bank sector taking the blows of political populism; and the growing strength of emerging economies.  Read more
PORTFOLIO MATTERS, 4th Quarter 2009
“Range-bound fourth quarter caps year of gains”
In its semi-annual Financial System Review released in early December, the Bank of Canada said, “While indicators point in different directions, various measures, such as forward price-earnings ratios, suggest that equity prices may have increased more than warranted in the context of an expected slow recovery.” The Bank’s musings about the market indicates a level of concern about the potential for asset bubbles that it hadn’t shown in its communications over the previous year, most of which dealt with systemic liquidity and bank credit issues.  Read more
CROFT FINANCIAL PLANNING, November 2009
“Thoughts on year-end planning”
Every year around this time, you’ll receive reminders from your advisors, brokers, and financial planners that it’s time to consider a review of your financial plan, your taxes, and your investments before year-end. We’re no exception. It’s an important and useful practice, because it gives you a snapshot of your current situation and allows you to measure investment performance, take advantage of all possible tax breaks for 2009, and assess your progress towards your financial goals.  Read more
 
New: Markets lose ground in January ...
"The year of recovery" ...
Range-bound fourth quarter caps year of gains ...
Recent: Fight club
 
CORE PORTFOLIOS The Croft Core Model Portfolio Mandates
Details, fact sheets
CORPORATE CLASS PLATFORM A tax-efficient, discretionary asset management service
Core Custom Portfolio Program  Pool
Calculator
Active Management Portfolio Program 
Western Chartered Financial Portfolio Program 
MARKET MATCH PORTFOLIOS A set of passive, low-cost, user-friendly quality portfolios
Information, contact
GAInS PORTFOLIOS Global tactical asset allocation portfolios
Details, fact sheets
FINANCIAL PLANNING Comprehensive financial planning services
Description, Individual Pension Plans
CUSTOM PORTFOLIO SERVICE Customized efficient portfolio solutions
Information, contact
                             
Financial Planning
* FP Newsletter
Corporate Class
Platform
Quarterly
Commentary
PORTFOLIO MATTERS
"Third-quarter anxieties dampen rally"
PORTFOLIO TOOLS
Portfolio Management Models/Simulations
CROFT COMMENTARY
Market, Quarterly
OTHER
Benchmark Articles, Books
  PIE Funds - A
  Croft Pools
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  Active Mgmt Pools
More Info
  RealWorld Benchmarks
Details

Options Blog
Click here to watch
Richard Croft’s
most recent appearance on BNN’s Market Call, discussing options and ETFs
Click here to watch
financial advisor Doug Nelson’s
recent appearance on 
BNN’s Market Call, discussing
how you too can
“Master Your Retirement”
* Help for financials may
hold opportunities
* Fixed-income can increase returns and decrease risk
Other Links:
 
 
 

 

Protect Your Nest Egg

Eric Kirzner and Richard Croft


Includes information on:

      
Master Your Retirement: How to fulfill
your dreams with peace of mind

Doug Nelson, MFA, CFP, CLU

Includes information on:

o Income Trusts
o Active Investing
o Indexing
o Hedge Funds
o Portfolio Benchmarks
o and more!
o The five important phases to retirement
o The 10 critical dos and don’ts
o The difference between income needs and lifestyle wants
o The difference between guaranteed and variable income sources
o How timing your retirement can influence success and failure
o How to get the most in government benefits all year long
o Prepare for the inevitable “roadblocks” that all retirees encounter
o Maximize the legacy you leave your heirs
o Achieve peace of mind and live the life you want to live