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
MATCH YOUR INVESTMENT STRATEGY WITH YOUR OBLIGATIONS
BOB DOLL: BULLISH ON STOCKS
Bob Doll is a widely followed strategist and portfolio manager, an unusual combination at major Wall Street firms, who has excelled in both disciplines. We began the interview by asking Bob to step way back from the noise of the day and share his longer term views of where we are and where we are heading. My first question was why, after the worst decade since the 1930’s, he is predicting that stock returns in this decade will be in the high single digits.
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
This week, we are sitting down for an in-depth interview with one of the handful of prognosticators who has gotten it right going into and through the rolling global financial crisis we are experiencing to this day. He is Financial Thought Leader David Rosenberg, chief economist and strategist at Toronto-based wealth management firm Gluskin Sheff. […]
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