Financial First Aid for Canadian Investors : Stop the Bleeding, Start the Healing and Get Your Portfolio on the Road to Recovery

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  • Edition: 2nd
  • Format: Hardcover
  • Copyright: 2009-12-30
  • Publisher: Wiley
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Praise for the previous edition, Portfolio First Aid:"I'd categorize Portfolio First Aid as a serious investment primer that has the laudable, if ambitious, goal of raising the sophistication level of the general public."- Jonathan Chevreau, Financial Post"Portfolio First Aid has the right pedigree as an advice tome on healthy investing. Covers the bases of portfolio balance, building wealth, investing for income and managing risk."- The Edmonton Journal The financial meltdown has taken a severe toll on the finances of Canadians, and on their confidence in financial and investment advisors. Canadians need help to learn how to diagnose what is the greatest threat to their long-term financial well-being and to follow a course of treatment to recovery.Financial First Aid for Canadian Investors is for all the battered and bloodied investors whose portfolios are in tatters and who lack direction about what to do next. By examining the lessons to be learned from mistakes made in both good and bad markets, the authors address the common and recurring investment blunders they have witnessed over many years, and offer a clear prescription for how to repair wounded portfolios.

Author Biography

Michael Graham, Ph.D., is currently President of Michael Graham Investment Services Inc., an investment counseling firm which he formed in late 2007 to continue a career in the Canadian investment industry that dates back to 1962. Senior industry positions have included Director of Research at Wood Gundy, Chairman of Investment Strategy at Dominion Securities, Director of Investment Support at Merrill Lynch Canada and Director of Private Client Investing at Midland Walwyn. He is a longstanding Contributing Editor of The MoneyLetter and a columnist for Advocis' FORUM magazine, and has appeared frequently on radio and television, most recently the Money Talk show on BNN. He is also a frequent speaker to groups within the financial services industry.

Bryan Snelson is Vice President, Financial Advisor, and Branch Manager with Raymond James Ltd. He reaches over 500,000 listeners per week on Toronto radio station JAZZFM91 with his twice-daily market reports and weekly radio commentary, "Portfolio First Aid." Bryan appears frequently on CBC Newsworld and The National, and is a contributor to The MoneyLetter. He has spoken to many national and regional organizations on investing, including The Canadian Bar Association, The Ontario Nurses' Association, and the Canadian Association of Retired Persons.

Cindy David, CFP, CLU, is Vice President, Estate Planning Advisor, with Raymond James Financial Planning Ltd., with 15 years of financial planning experience. She is an accomplished speaker and frequent member of industry panel discussions. She has had articles featured in industry publications, local newspapers, and client newsletters.

Table of Contents

Prefacep. ix
Acknowledgementsp. xi
The Past Is Prescient: Let History Be Your Guidep. 3
Trust, but Verifyp. 13
Self-Inflicted Wounds: The Most Common Strategic Errors Made by Investorsp. 19
Tactical Errors: Mind Over Matterp. 35
You Need Professional Help!p. 47
It's Always About You: Working With an Advisorp. 63
Balancing Act: Asset Allocation Strategies to Minimize Risk and Maximize Returnp. 71
Show Me the Money: Investing for Incomep. 85
Building Blocks of Wealth: Ownership Through Equitiesp. 107
Toys in the Attic: Three Ways to Own Equities Indirectlyp. 129
Running With Scissors: Prescriptions for Managing Riskp. 141
Gimme Shelter! Using Insurance to Protect Your Assets From Riskp. 151
Staying Healthy
The Unfair Advantage: Using Reliable Research to Make Better Decisionsp. 179
Pay to Play: Fees and Commissionsp. 189
What's Your Number? Benchmarking Performancep. 201
Follow the Yellow Brick Road: Investment Policy Statementsp. 213
Outpatient Treatmentp. 223
Indexp. 227
About the Authorsp. 239
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