| Glossary of
Financial Terms | | |
| Equity
investments vs. fixed income within your retirement plan |
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| Bringing a well diversified, sufficiently
mixed portfolio that reflects your risk tolerance full circle, requires
some simple yet effective tax smart strategies. For example, and depending
on your age, you may want to review which types of investments you
hold inside your RRSP and especially a RRIF. |
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| Income
Trusts: Investors Need Certainty, Tax Efficient Income |
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| There is one simple fact as it
relates to Canadian investors today: investors need tax effective
income, says Douglas Nelson, Lifecycle Coach with The Knowledge Bureau
and author of the certificate course Advising Family Businesses. Whether
the need for income relates to the current market environment or whether
the need for income relates to the current situation in the life of
the investor, a consistent stream of tax effective income is of paramount
importance. |
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| Maximizing
returns on GICs - 3 Pointers |
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| It's often said that by starting
early and investing often - Then the longer your investments has to
grow, the more opportunity you have to reap the benefits of compounding
interest. |
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| Principal
Protected Notes |
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| Principal protected notes are
structured investments that provide the benefit of guaranteed capital
like GICs with the upside potential of equities, stock markets or
commodities. Often these notes will utilize the use of derivative
strategies. |
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| Bonds
Part 1: Connecting Your Investment Objectives |
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| We may think bonds are pedestrian,
dull, or even surly. Their glamorous cousins, stocks, receive most
of the press even though the annual North American bond market is
twenty times as big as all the stock markets put together. |
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| Bonds
Part 2: Harnessing The Factor |
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| Depending on your investment
objectives and the general economic climate, you may decide to invest
in a bond mutual fund. When assessing funds and reading fund reports,
there are several terms that will help you appreciate the factors
a bond fund manager must consider. |
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