Mutual Fund 101

Dollar-cost averaging never had it so good

Fred Snyder — Sun, 27 Sep 2009 11:45:08 -0500

Take advantage of today’s market conditions

Dollar-cost averaging is a useful strategy for mutual fund investors, typically described as a way to average down, or reduce, your average price for mutual fund units. The best conditions for harnessing the power of dollar-cost averaging occur during an economic downturn.

Download the full newsletter to learn how
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Diversify your portfolio with fixed-income funds

Fred Snyder — Wed, 01 Apr 2009 16:25:16 -0500

These funds help offset equity volatility

For many investors, the extreme volatility of equity markets in the past year has
helped draw closer attention to the role of fixed-income investments.

Short term, longer term, high-yield and foreign funds - read about them in this newsletter(pdf)
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Mutual funds in your RSP? Choice is key

Fred Snyder — Wed, 29 Oct 2008 17:31:09 -0500

Equity funds help drive growth for the long term

Your Registered Retirement Savings Plan (RSP) is the perfect place to set aside your money for the future. Not only do you get a tax deduction for the money you contribute, but you don’t have to pay tax on your investment earnings (as long as you leave the money in the plan). You also have lots of freedom in the types of mutual fund investments you can hold.

read this quarter's newsletter for the whole story
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Choosing mutual funds for regular income

Fred Snyder — Mon, 29 Sep 2008 16:34:21 -0500

Key factors for generating cash from your investments

If you’re looking for mutual funds that provide a regular stream of income, there are a variety of options available. Your choices include safe money market funds, traditional fixed-income funds like bond and mortgage funds, and equity funds managed for income such as dividend funds.

The Fall 2008 newsletter will tell you more
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Are specialty funds right for you?

Fred Snyder — Sun, 29 Jun 2008 16:36:31 -0500

How to view ‘what’s hot’ in context of investment goals

Specialty funds focus on such potentially high-growth areas as resources and commodities, among others. By focusing on a specific area, specialty funds attempt to capitalize on the underlying industry’s rapid growth.

The Dundee Summer 2008 newsletter will tell you more ...

How many funds are too many?

Fred Snyder — Tue, 29 Apr 2008 16:45:00 -0500

Keep your focus to achieve the benefits of diversification

With thousands of mutual funds widely available in Canada, it’s easy to create a broadly diversified portfolio. In fact, it’s almost too easy. Many investors become convinced they need “one of each” to get the benefits of diversification.

Dundee WealthBuilder Newsletter - Spring 2008
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Looking for RSP stability?

Fred Snyder — Tue, 29 Jan 2008 16:46:41 -0600

Preserve your capital and offset high risk

Fixed-income and cash-equivalent investments are generally less volatile and offer more predictable rates of return than equities. They can also help preserve your capital and offset the higher risks associated with growth investments. And when you hold them within your Retirement Savings Plan (RSP), you don't have to worry about the tax consequences of earning interest income.

WealthBuilder - Winter 2008 newsletter (pdf) ...

Should you stick it out?

Fred Snyder — Wed, 26 Sep 2007 16:51:00 -0500

When your fund changes managers, should you stay or go?

Should you be worried if the manager of your mutual fund departs for another company? The definitive answer is maybe.

These markets pack potential

Fred Snyder — Tue, 26 Jun 2007 16:53:34 -0500

Benefit from emerging markets' possibilities with mutual funds

There's a good chance the last manufactured item you bought was made in China. In India, well-trained workers keep financial records for global companies, and even analyze North American stocks.

Emerging markets are booming, attracting increasing attention from global investors. Should you place money there, too?

Dundee WealthBuilder Summer 2007 (pdf) ...

Create your ideal withdrawal rate

Fred Snyder — Thu, 22 Mar 2007 16:56:46 -0500

Keep both returns and your income needs in mind

A systematic withdrawal plan (SWP) is an easy way for mutual fund investors to tap into their holdings. Each month, fund units are redeemed and the proceeds automatically deposited into your bank account.

The hard part of a SWP is deciding how much to take... read the Spring 2007 newsletter for more information (pdf) ...