Investments Articles

The Estate Bond

Growing your estate without undue market risk and taxesOften we see older investors shift gears near retirement and beyond.  Many become risk-averse and move their assets into fixed income type investments.  Unfortunately, this often...

Protecting Investments for Your Heirs

Many investors over the age of 60 find themselves in a quandary regarding investments that they intend to leave to their heirs.  The primary concern involves the desire to conserve the investments they are bequeathing while at the same time...

Segregated Funds for Estate Planning

As we age and our thoughts turn to estate planning, Segregated Funds may present a valuable planning opportunity.  As we progress through the stages of life our investment focus changes from growth to income to preservation.  Usually, the...

Protecting Estate Values When Your Investments Decline

The total net value of your estate represents what you will leave to your family when you die. It may include the following:Your residence;Cottage or other recreational property;Investment real estate;Stocks, bonds, mutual funds and commoditiesLife...

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