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Segregated Funds

Investments

It’s a question we hear often – can I guarantee my investment? Well, in a sense, yes - the product you’re talking about is called a Segregated Fund. Segregated funds, usually referred to as “Seg Funds”, are individual insurance contracts that invest in one or more...

Investment Terms

Investments

Executive Summary Investing today, whether for the short-term, long-term or in-retirement, can be complicated. An Advisor can guide you but there are many terms that investors should know in order to best understand the direction, recommendations and outcomes of their...

Myths vs. Reality

Investments

Executive Summary Separating fact from fiction is just as important with your investments as it is with any other aspect of your life. When making investment decisions, try to keep these facts in mind: Seek slow, steady gains versus a series of big-wins Understand...

Taxing Investment Income

Investments

Executive Summary Investments can represent a major source of income for some individuals and with that income comes a wide variety of tax implications. The good news is that some types of investment incomes are subject to special tax treatment. Understanding how your...

Fund Management

Financial Planning, Investments

Fund Management - Active/ Passive Executive Summary If you’re truly interested in understanding investments, a cocktail party or coffee klatch probably isn’t the best source of information. One of the most popular topics is whether you should utilize “active” or...

Effects of Inflation

Inflation, Investments

Executive Summary We all know the cost of goods and services rises over time. Single postage stamps that cost 85 cents just 3 years ago now cost a dollar. The same thing has happened to virtually everything we purchase. This is what we call “inflation” – a sustained...