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Investment Strategies & Market Related Materials
   
Investment Strategies & Market Related Materials
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2009 Budget HighlightsA look at some key points of the 2009 BudgetPDFDownload
2009 Tax Free Savings Account (TFSA)The New Tax Free Savings Account (TFSA), Eligibility, Contributions & Characteristics PDFDownload
2008-07-18 Recent Pullback S&P/TSXSurging Resources Mask Weakness in Canadian EquitiesPDFDownload
2008-08-18 Effects of Trying to Time the MarketsInvestors Who Choose to Stay Out of the Market, Even for Short Periods, Frequently Miss Out on Great OpportunitiesPDFDownload
2008-08-18 Missing 20 Best DaysWhy the Smart Money Remains Fully InvestedPDFDownload
2008-09-11 Twenty Year ReturnsEmotional Decisions Usually Have ConsequencesPDFDownload
2008-09-29 Emotional InvestingMake Sound Choices - Don't Let Emotions Rule Your InvestmentsPDFDownload
2008-09-29 The Difference a Day MakesWorried About Market Volatility and Your Investments? Acting on Emotions Leads to Irrational ResponsesPDFDownload
2008-10-06 Long Term InvestingStaying Invested During Times of Uncertainty has its RewardsPDFDownload
2008-10-06 Markets are often ChallengingStay Confident - Stay Optimistic - Stay FocusedPDFDownload
2008-10-07 Thoughts on Market VolatilitySelling Waves and Buying WavesPDFDownload
2008-10-08 Recovery After CrisisIn the 29 Crisis Events Since WWII, the Market Was Lower Only Once 1-year After CrisisPDFDownload
2009-06-30 Bull & Bear Markets S&P 500Risks & Rewards of Investing (USA)PDFDownload
2009-06-30 Bull & Bear Markets S&P/TSXRisks & Rewards of Investing (Canada)PDFDownload
2009-08-17 What Follows a Recession?12 Months After Recession "Officially Ended"
PDFDownload
2010 Budget HighlightsA look at some key points of the 2010 BudgetPDFDownload
CRA - Top TenA list of items most likely to be questioned by the Canada Revenue Agency on income tax returns.PDFDownload
Fund Returns vs Real Estate ReturnsComparing Historical Returns Between Funds and Residential Real EstatePDFDownload
Home Sweet HomeRegional Real Estate Growth vs Trimark FundsPDFDownload
Insured Annuity-Spousal ScenarioCombining a Joint Life Annuity with a Joint Last-To-Die Insurance PolicyPDFDownload
Making a Challenge Less ChallengingTax Benefits and Income Support available to Disabled IndividualsPDFDownload
RRSP Grows Tax FreeRetirement - On Your Own TermsPDFDownload
RRSP or Capital GainsThe Advantages of Both an Open Account and an RRSPPDFDownload
Security of Your InvestmentsSix Things You Should Know About Market CyclesPDFDownload
Tax Deferred Annuity ConceptUsing a Tax Deferred Annuity to Deliver an Efficient After-Tax IncomePDFDownload
Why Sequence MattersThe Impact of Market Returns on Portfolios Before and After RetirementPDFDownload

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