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Investing Articles BlueShore Financial

Investing Articles. A fresh take on term deposits. Add stability to your portfolio. Asset Allocation or Balanced Mutual Funds. The benefits of keeping investments under one roof. Find the right mutual fund for you. The fine art of investing in collectibles. Finding a balance with market-linked term deposits.

Actived: 6 days ago

URL: https://www.blueshorefinancial.com/ToolsAdvice/Articles/Investing/

Investments BlueShore Financial

(4 days ago) Investments. You don't need a crystal ball to get a good look at your future. Whether you're just starting out or already have a large and complex portfolio, our team of financial and investment advisors have the knowledge and expertise to help you grow your wealth. With premium advice and a personalized investment strategy.

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Ways to Invest BlueShore Financial

(7 days ago) Through our robo-advice investing service, Virtual Wealth ®, you have a simple, low-cost digital option to build your wealth through investments in exchange-traded fund (ETF) or Responsible Investing mutual fund portfolios matched to your needs, timelines and comfort zone for risk. Your portfolio is automatically rebalanced quarterly, to

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Online Brokerage BlueShore Financial

(3 days ago) The Qtrade Investor online brokerage is a simple, secure and affordable way to invest online. Qtrade Investor is ideal for clients who are confident in making their own investment decisions and want to save time and money with easy and secure online trading services. Qtrade Investor offers a complete range of stocks, ETFs, mutual funds, bonds

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What's your investing personality

(7 days ago) Click "contact us" below to use our secure online contact form, visit a branch near you or call us at 604.982.8000 or toll free at 1.888.713.6728. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Unless otherwise stated, mutual fund

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Tax-efficient investing BlueShore Financial

(3 days ago) Contact a BlueShore Investment Advisor today to learn more tips for tax efficient investing. * Mutual funds are offered through Credential Asset Management Inc. Mutual funds and other securities are offered through Credential Securities, a division of Credential Qtrade Securities Inc. Credential Securities is a registered mark owned by Aviso

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Investing with a conscience BlueShore Financial

(1 days ago) Socially responsible investing is a progressive way of using your money, pooled with that of other investors, to add value to your portfolio and look to improve the future. It's a strategy where social good is just as important as financial return.

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Income investing in a low-rate world BlueShore Financial

(7 days ago) Plus, equity income investing is tax smart. If the extra cash comes from dividends issued by eligible Canadian corporations it qualifies for the dividend tax credit when held outside a registered account. And unlike interest payments that are fixed until maturity, dividends can grow with a company's success.

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Keeping the emotion out of investing BlueShore Financial

(8 days ago) Keeping the emotion out of investing. Uncertainty and market volatility can make you anxious. And anxiety can lead to poor decision making with your money. Reacting emotionally can cost you financially and affect how you'll invest in the future. The key is to stay calm when markets get bumpy and avoid the mistakes others will make.

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Invest On Your Own, Not Alone BlueShore Financial

(2 days ago) By investing online you can save on commissions, but those savings can be eaten up if you trade too much. If your trading extends to foreign markets, watch out for currency conversion fees that can quickly mount. Forgetting that investing is a process. Time in the markets and having the right asset mix are key drivers of investment success.

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Mutual Funds BlueShore Financial

(6 days ago) Benefits of investing in mutual funds. Professional Management. Experienced professional fund managers have access to extensive market research information and a solid understanding of the intricacies of the financial markets, to help them make informed investment decisions. Diversification.

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Stocks & Bonds BlueShore Financial

(6 days ago) The value of investing in stocks and bonds. Why include stocks and bonds in your portfolio as a Canadian investor? The advantages include: Diversification; Long-term capital growth; Lower tax rate (capital gains and dividends) Spreading your investments among different stocks and bonds is always a good strategy. A mix of stable, fixed-income

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Three reasons to invest in rental property BlueShore

(9 days ago) Depending on your goals and your local market, investing in rental property can provide a solid return. It's a particularly attractive investment when interest rates are low, the stock market is volatile and house prices are on the rise. Most people invest in rental property for one of three reasons:

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Robo-Advice Investing BlueShore Financial

(7 days ago) Responsible Investing (RI) is a strategy that incorporates an analysis of a company’s environmental, social and governance (ESG) impact into the investment decision-making process. By performing traditional and ESG analysis, portfolio managers are able to select investments that provide sustainable value and reduced risk.

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Which dividend fund is right for growth and income

(9 days ago) A dividend growth fund is likely to produce more capital gains, both from the fund's trading and when you redeem units. Capital gains dividends are taxed more favourably than interest income. Dividend income funds that hold income trusts may also offer tax-effective distributions. Income trusts often generate payments in the form of tax

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Managing Your Wealth BlueShore Financial

(1 days ago) Tax-efficient investing. The more income you make, the higher your tax rate. Here are some tips on how your investments can help reduce what you'll have to pay. Read more. Protecting your wealth. Many people think their need for insurance coverage declines as …

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Keeping investments under one roof BlueShore Financial

(1 days ago) With all your investments in one place, it's often easier to spot tax-saving opportunities – for example, placing highly taxed interest-earning investments in your tax-deferred registered accounts such as an RRSP or RESP. 2. Better asset allocation. Determining your asset allocation is a lot simpler when all the information you need is in one

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A fresh take on term deposits BlueShore Financial

(1 days ago) Just remember to review what you're investing in; cashable term deposits normally pay a lower rate of interest than the locked-in variety. Anchoring your portfolio With interest rates continuing to hover at historic lows, it's a good bet that term deposits won't build …

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How dividend paying investments can help your portfolio

(5 days ago) Investing directly in the equity of dividend-paying companies is one way. Common shares and preferred shares are some potential sources of dividend income. If you go the direct route, it's important to invest enough capital to be properly diversified.

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The Fine Art of Investing in Collectibles BlueShore

(9 days ago) Investing in collectibles has more than its share of uncertainties. That’s why for most investors collectibles should represent no more than a niche holding in a portfolio. When it comes to your wealth, don’t take chances. Speak with your BlueShore financial advisor …

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Making the most of your tax refund BlueShore Financial

(5 days ago) The tax benefits of applying your refund to an RRSP are well known. You receive a tax reduction on your next return and over the long term, any income you earn on your investments are tax-deferred. Remember too, if your RRSP generates compound interest, then what you invest today will be worth substantially more when you retire.

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Find the right mutual fund for you BlueShore Financial

(2 days ago) Click "contact us" below to use our secure online contact form, visit a branch near you or call us at 604.982.8000 or toll free at 1.888.713.6728. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Unless otherwise stated, mutual fund

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Protect purchasing power with bond funds BlueShore Financial

(6 days ago) Click "contact us" below to use our secure online contact form, visit a branch near you or call us at 604.982.8000 or toll free at 1.888.713.6728. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Unless otherwise stated, mutual fund

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Why Bond Funds May Still Make Sense BlueShore Financial

(1 days ago) If you're comfortable reaching out further on the risk spectrum, investing in high-yield bond funds with still-higher return potential is an option. High yield bond funds hold bonds issued by companies that lack the credit worthiness to earn investment-grade status, these bond funds offer better yields to compensate investors for the higher

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Ten traits of successful financial advisors BlueShore

(3 days ago) Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Unless otherwise stated, mutual fund securities and cash balances are not insured nor guaranteed, their values change frequently and past performance may not be repeated.

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Mutual funds can help diversify your investments

(Just Now) Click "contact us" below to use our secure online contact form, visit a branch near you or call us at 604.982.8000 or toll free at 1.888.713.6728. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing.

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Investment Terminology BlueShore Financial

(4 days ago) The language of investing can be complex, hard to understand, and confusing. This glossary provides clear, concise definitions of some of the commonly used terms. Asset Allocation. Asset allocation is the process of dividing your investments among different classes of securities based on your tolerance for risk and your personal investment goals.

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Asset Allocation or Balanced Mutual Funds BlueShore

(3 days ago) Asset allocation and balanced funds offer a one-stop, professionally managed way to diversify among stocks, bonds, and cash. Each fund is authorized to hold all three asset classes, but the proportions will vary from fund to fund based on the fund's mandate, the managers' style, and current market views.

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Annuities & Segregated Funds BlueShore Financial

(9 days ago) Build wealth and limit risk. Annuities and segregated funds † are long-term investment funds that are held within an insurance contract. They have many advantages and may be a suitable option for your diversified investment portfolio.

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Letting your business do the investing BlueShore Financial

(4 days ago) Letting your business do the investing. An incorporated small business pays far less tax on its profits than its owner does when those profits are taken out as income. The difference between personal and corporate taxe rates can create a wealth-building opportunity if the company makes more money than it and the owner need in order to meet

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Socially Responsible Investing BlueShore Financial

(5 days ago) Socially Responsible Investing (SRI) focuses on making companies better corporate citizens, using the financial incentive of directed investments. SRI is about making money while making a difference. Many investors are looking for companies which not only generate shareholder returns, but prosper by adopting progressive corporate governance

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Mutual funds can help in an uncertain economy BlueShore

(5 days ago) Investing based on emotional reactions can be devastating. If your portfolio is well balanced and relatively conservative, you will generally be somewhat insulated from the effects of a crash. Emotional reactions can, however, be fatal to a well-balanced portfolio. There's a common expression that most investors fluctuate between fear and greed.

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Calculators BlueShore Financial

(9 days ago) Investing Calculators Whether you're figuring out how quickly your vacation fund or down payment will build, or seeing what tax savings a TFSA might bring, it all …

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Protecting your portfolio from currency exchange rate risk

(5 days ago) By investing too much domestically you can miss out on growth and income opportunities abroad. For example, emerging economies like China, India and Brazil are advancing much faster than the developed world and promise to be a growing source of wealth for investors around the globe.

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Shares BlueShore Financial

(7 days ago) Invest in your credit union. As a co-operative, BlueShore Financial Credit Union issues various types of shares to its members. Shares provide capital funding for projects that benefit our members, including new branches, renovations, computer system upgrades and other projects designed to improve the client service we provide.

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The role of online trading BlueShore Financial

(5 days ago) Our online brokerage* service through Qtrade Investor ® gives you control and security as well as a suite of investing tools and up-to-the-minute quotes, market news and research. Whenever you decide to start, be sure to talk to your financial advisor to ensure you …

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Chisani Wealth Group BlueShore Financial

(8 days ago) "Investing in businesses rather than the markets". To help attain this philosophy consistently, we are inspired by four principles. These principles serve as a platform to conduct our business, as well as a safeguard in avoiding common mistakes. Independence. Objectivity and rationality are essential qualities for independence of thought.

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The right saving strategy for your business – and why you

(9 days ago) Investing for growth. Once you reach a certain point in your savings, you may be confident to transfer a portion of your savings into a higher yielding investment vehicle such as a term deposit or GIC. You will have a choice of term duration – you may feel comfortable with one or two years – and some term deposits offer the flexibility to

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TFSAs BlueShore Financial

(Just Now) Let's look at an example comparing investing under a TFSA versus a regular, non-registered account. We'll use a one-time, $5,000 investment in a 5% term deposit assuming a 40% tax bracket. TFSA vs. Non-Registered Account †

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Exchange Traded Funds BlueShore Financial

(4 days ago) Exchange-traded funds (ETFs) invest in stocks*, bonds* or commodities that track a particular index such as the Dow Jones or the S&P 500. Other ETFs can follow specific sectors such as technology, real estate or natural resources. Unlike mutual funds*, ETFs are bought and sold on an exchange much like stocks.

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RESP FAQs BlueShore Financial

(7 days ago) If you receive the federal government's Universal Child Care Benefit ($100 per month each child under six) you may want to consider investing this in your child's RESP or other investment options. The Universal Child Care Benefit is a taxable benefit so talk to us …

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The TFSA for long-term goals BlueShore Financial

(8 days ago) The TFSA for long-term goals. The Tax-free Savings Account (TFSA) is a natural home for short-term savings, holding investments that pay interest and would otherwise be fully taxed. However, you can also use your TFSA for long-term goals, and therefore employ the growth potential of equities.

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Jump Rate Term Deposit BlueShore Financial

(6 days ago) 18-month term. One-time option to convert to a different non-redeemable term deposit. $500 minimum. RRSP, RRIF, RESP, TFSA, RDSP eligible. Deposits are 100% guaranteed*. Apply now. A Jump Rate® Term Deposit provides you with the assurance of a solid rate of return, with the flexibility you need to respond to a changing interest rate environment.

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November 2017 BlueShore Financial

(2 days ago) 3 This research focused on investing a large, readily available dollar amount. In this context, the analysis favours lump-sum investing. Dollar-cost averaging, on the other hand, is generally recommended as a practical solution for investing recurring income (e.g. part of a regular paycheque) through all market cycles to build savings.

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Charitable donation planning for year-end BlueShore

(3 days ago) You still qualify for a charitable tax credit based on the asset's fair market value. Suppose you have $1,500 worth of mutual fund units for which you paid $1,000. If you donate the fund units to your favourite charity, your $500 capital gain is tax-free and you get a donation receipt for the full $1,500. Here are two strategies that capitalize

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Estate Planning Articles BlueShore Financial

(1 days ago) Investing; Home Ownership; Protecting Health & Wealth; Estate Planning. Revise Your Estate Plan As Your Priorities Change; Getting the most out of your donations; BC’s estate laws and your will; Powers of Attorney get a facelift; Why you need an Enduring Power of Attorney; Business Banking

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