| Glossary of
Financial Terms |
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| Click above
to find out how Fiscal Agents can assist you
on investing in Mutual Funds. |
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| Active
Investments - A necessary ingredient |
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| There's a common belief among
investors that because the median performance of fund managers closely
tracks stock market indices, it's better to buy low-cost index funds.
What's the point of paying someone to actively manage their portfolios,
when the returns are no different than the benchmark? In fact, these
beliefs are based on various misconceptions. |
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| For
conservative equity investors, consider dividends for the long haul |
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| For many people, the idea of investing
in conservative, dividend-paying stocks or mutual funds that specialize
in these types of securities is not one that immediately comes to
mind. While there are a number of reasons for this seeming lack of
interest, the recent bear market in equities now provides a unique
vantage point from which to judge how this asset class can perform.
And the good news is that despite diverse market conditions, the benefits
of investing in conservative, dividend-paying securities have stood
the test of time. |
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| Equities
- An Investor's Primer |
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| "I'm in stocks" certainly
has a different meaning today than it did in Puritan times, and one
of the best ways to hold stocks, rather than having stocks hold you,
is with an equity mutual fund. |
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| Socially
Responsible Investing (SRI): So who or what is it? |
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| So, what is SRI? Simply put, it
is the practice of incorporating a person’s beliefs and values
into their investment portfolio. This can reflect someone’s wishes
to exclude a particular industry from their portfolio (eg. tobacco
manufacturers or military contractors) or to include only companies
with excellent records on international human rights (eg. sweat shops)
or environmental impact. |
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| The fundamentals
of mutual funds |
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| For Canadians looking to add diversification
to their investment portfolio, mutual funds can provide a great opportunity
while keeping your time and financial expense at a relative minimum.
With thousands of mutual funds in existence in Canada, you are sure
to find the perfect fit to match your particular investment objectives. |
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| Equity
Funds - What affects price? |
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| Equity mutual funds usually have
a short-term history of going up and down, but most investors learn
to withstand temporary volatility for significant long-term gains. |
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| Dollar
Cost Averaging |
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| Trying to make a financial killing
by timing or 'beating the markets' is sometimes a temptation, but
it's a strategy that rarely works. Investing is most productive when
done over the long term and, in a long race, the tortoise investor
will always beat the hare. Rather than trying to time markets, use
a strategy recommended by many investment advisers called 'dollar
cost averaging'. |
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| Equities
- An investor's primer |
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| 'Equities', 'stocks', and 'shares'
are three words that often mean the same thing. If you invest in an
equity mutual fund, you indirectly own common stocks or shares. Common
shareholder are the owners of a public company and provide the equity
capital to carry on or expand the business. |
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