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ACTION POINT
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
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
START APPLYING YOUR VALUES TO YOUR INVESTMENTS
Start by reading company sustainability reports Check out socially responsible indexes: FTSE KLD 400 Social Index [info] MSCI USA ESG Select Index [info] Dow Jones Sustainability United States Index Dow Jones Sustainability North America Index [info] Watch this Episode
