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FRANCOIS TRAHAN RECOMMENDED READING:
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MATCH YOUR INVESTMENT STRATEGY WITH YOUR OBLIGATIONS
Consider expenses to cover & consider time frame needed Near term liabilities = stable, less risky investments Long term obligations= allocation to more risky investments providing growth over longer time frame Watch this Episode
SEEK SAFETY AND INCOME AT A REASONABLE PRICE = S.I.R.P.
Rosenberg recommends for “reliable dividend growth and dividend yield” Canadian and U.S. Preferred shares Energy infrastructure Utilities Watch this Episode
David Rosenberg: Financial Thought Leader
Amy O’Brien & Ingrid Dyott
CONSIDER CHRISTINE BENZ’S SOCIALLY RESPONSIBLE FUND RECOMMENDATIONS “Balanced sector diversification with fairly strong long-term results” Benz’s Recommendations: Neuberger Berman Socially Responsive Fund (NBSRX) TIAA-CREF Social Choice Equity Fund (TICRX) Parnassus Equity Income Fund (PRBLX) Watch this Episode
