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ADVISOR FOCUS - a newsletter from
16 April 2003

Current Issue | Subscribe to Advisor Focus | Back Issues

SPOTLIGHT: Tax-Smart Investing Strategies


  • Tax-Smart Investment Strategies
    You know that tax efficiency is a key consideration in investment planning. Your clients, meanwhile, just want their portfolio returns to be as healthy as possible after the taxman takes his bite. And the higher the tax bracket, the more it can sting. A quick review of options for tax minimization can help. This article covers tax treatment of SWIPs, income trusts, equities, and more, plus tips on how to figure out which mutual funds are the most tax-efficient.

  • Tax Planning Can Be A Family Affair
    Family dinner-table traditions: carving the turkey, playing monopoly, and now, tax planning. Are your clients who live the white-picket-fence life taking advantage of kid-related tax credits?
Tax Return Deadline Countdown: T-minus Fourteen Days
Visit's Tax Zone, designed to inform and update you whether or not you've completed your Year 2002 returns.

REPORT ON INVESTING: Latest on Stocks, Bonds, and Funds

Rising Interest Rates are Nothing to Fear For Bond Investors
Rates up, bond returns down textbook, right? Then why does The Globe and Mail's personal finance columnist Rob Carrick say the current bearish buzz on bonds is "safely ignored"?

If you've got clients invested in fixed income, you'll want to check out this article on why raising rates have no impact on the "two serious advantages" of bond ownership.

INDUSTRY NEWS: Stateside Warnings, And an Overhaul at Home

QUEBEC ELECTION: Will The Federalist Mood Affect Markets?