This online seminar is designed for retirees who want both tax efficient income and legacy growth. It will cover important aspects of investing strategy such as diversification, asset allocation, tax and fee optimization, and model portfolios.
The good news is that there is one remarkably good deal for income investors – the Canadian dividend tax credit
The S&P 500 is up 155% since 2012, but that is unlikely to continue. We have been in an economic expansion since 2009. Similarly, the stock market, at least the US market, has been on a phenomenal growth tear over the same period, increasing by an average of 13% per year plus dividends for a... Continue Reading →
PART 2: Real Estate Investment Trusts (REITs) In addition to Dividend Growers as a means to inflation proof your investment income, Real Estate Investment Trust (REIT) ETFs offer another option. REITs are companies that invest in a wide variety of real estate, including shopping centres, office buildings, retirement residences, hotels, apartment buildings, and industrial/warehouse buildings.... Continue Reading →
PART 1: Dividend Growers A colleague recently raised a very good question. How do I invest so that my income keeps up with inflation? We are all living much longer and we need to develop investing strategies that will provide cost of living adjusted income for 20, 30 years or more. With inflation at even... Continue Reading →
via 7 Investing Myths People Still Believe
In Part 3, we look at Actively Managed and Minimum Volatility ETFs. We also look at Vanguard's new One Fund Solution ETFs, and selected companies which are like managed ETFs because of their diversified holdings (Berkshire Hathaway for example). Finally, we wrap up the Workshop with a Model Portfolio that looks at some possible ETF... Continue Reading →